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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 %
WA
1526
Wealth Architects
California
$817K +$5.01K +175 +0.6%
QC
1527
Quent Capital
New York
$811K +$30.9K +1,081 +4%
JWWM
1528
Johnson & White Wealth Management
Pennsylvania
$811K +$811K +28,366 New
EW
1529
Evoke Wealth
California
$810K +$24.8K +866 +3%
BCM
1530
Buckhead Capital Management
Georgia
$807K -$8.98K -314 -1%
HWM
1531
Horizon Wealth Management
Illinois
$802K +$523K +18,275 +187%
WSFS
1532
Wilmington Savings Fund Society
Delaware
$798K -$33.5K -1,170 -4%
DWP
1533
Daymark Wealth Partners
Ohio
$797K +$3.43K +120 +0.4%
FM
1534
Foster & Motley
Ohio
$795K -$121K -4,234 -13%
AC
1535
Arjuna Capital
North Carolina
$795K -$23K -803 -3%
PCS
1536
Personal CFO Solutions
New Jersey
$793K +$372 +13 +0%
FFA
1537
First Foundation Advisors
California
$792K -$13K -454 -2%
BOM
1538
Bank of Marin
California
$791K -$64.6K -2,260 -8%
SFP
1539
Shepherd Financial Partners
Massachusetts
$790K +$629 +22 +0.1%
CC
1540
Cipher Capital
New York
$790K -$1.48M -51,649 -65%
WFAG
1541
Worth Financial Advisory Group
North Carolina
$787K +$125K +4,355 +19%
SEC
1542
Seven Eight Capital
New York
$786K -$1.28M -44,598 -62%
FWSM
1543
First Wilshire Securities Management
California
$783K +$327K +11,438 +72%
BOPW
1544
Brandywine Oak Private Wealth
Pennsylvania
$781K
JSW
1545
Journey Strategic Wealth
New Jersey
$779K -$108K -3,780 -12%
UCI
1546
Uncommon Cents Investing
Wisconsin
$775K +$8.29K +290 +1%
PCM
1547
Potomac Capital Management
New York
$774K
PFM
1548
Parsec Financial Management
North Carolina
$774K -$37.6K -1,315 -5%
EB
1549
Eastern Bank
Massachusetts
$771K -$76K -2,659 -9%
GWM
1550
Greenwich Wealth Management
Connecticut
$771K -$772 -27 -0.1%