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Bank of America

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
1501
Canal Insurance Company
South Carolina
$858K -$289K -10,100 -25%
KA
1502
Kovack Advisors
Florida
$856K -$39.5K -1,380 -4%
AC
1503
ASB Consultores
Florida
$851K -$48.4K -1,692 -5%
FPB
1504
First PREMIER Bank
South Dakota
$850K +$183K +6,422 +28%
CWM
1505
Chesapeake Wealth Management
Virginia
$847K +$17.2K +600 +2%
PL
1506
Perpetual Ltd
Australia
$847K +$847K +29,600 New
TPA
1507
Trivium Point Advisory
Connecticut
$846K +$25.1K +876 +3%
AWM
1508
Axxcess Wealth Management
California
$846K -$346K -12,093 -29%
SF
1509
Summit Financial
New Jersey
$843K -$104K -3,631 -11%
PP
1510
PDT Partners
New York
$843K +$373K +13,052 +80%
CCG
1511
Cypress Capital Group
Florida
$840K -$29.7K -1,040 -3%
TAM
1512
Titleist Asset Management
Texas
$839K +$839K +29,348 New
UWPG
1513
Ullmann Wealth Partners Group
Florida
$837K -$22.9K -801 -3%
OIM
1514
Oder Investment Management
California
$834K +$4K +140 +0.5%
CAM
1515
Covenant Asset Management
New Jersey
$831K -$3.89K -136 -0.5%
FAG
1516
Fortitude Advisory Group
Washington
$830K +$63.2K +2,209 +8%
NB
1517
NBT Bank
New York
$829K -$20.3K -710 -2%
FAIM
1518
Financial Advocates Investment Management
Washington
$828K +$38.7K +1,354 +5%
WAG
1519
Winthrop Advisory Group
Massachusetts
$826K +$28.9K +1,011 +4%
SOAMC
1520
Spirit of America Management Corp
New York
$825K -$57.2K -2,000 -6%
WCM
1521
Weik Capital Management
Pennsylvania
$825K +$7.15K +250 +0.9%
LBC
1522
Lowe Brockenbrough & Co
Virginia
$824K +$18K +629 +2%
MSFS
1523
Main Street Financial Solutions
Pennsylvania
$821K +$24.7K +865 +3%
MG
1524
Mather Group
Illinois
$821K -$688K -24,065 -46%
MPW
1525
Monterey Private Wealth
California
$820K -$77.5K -2,709 -9%