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Bank of America

2,627 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,068 increasing their positions, 1,120 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,627
Holders Change
-12
Holders Change %
-0.45%
% of All Funds
41.43%
Holding in Top 10
86
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.27%
% of All Funds
1.36%
New
146
Increased
1,068
Reduced
1,120
Closed
136
Calls
$3.91B
Puts
$5.52B
Net Calls
-$1.61B
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
BIAS
1526
Beacon Investment Advisory Services
New Jersey
$820K -$45.2K -1,576 -5%
WA
1527
Wealth Architects
California
$818K -$1.41K -49 -0.2%
SIC
1528
Samalin Investment Counsel
New York
$816K -$167K -5,836 -17%
HWM
1529
Horizon Wealth Management
Illinois
$813K +$9.12K +318 +1%
MPI
1530
Mairs & Power Inc
Minnesota
$809K +$100K +3,500 +14%
BCM
1531
Buckhead Capital Management
Georgia
$808K -$1.26K -44 -0.2%
WSFS
1532
Wilmington Savings Fund Society
Delaware
$807K +$6.37K +222 +0.8%
GAMC
1533
Garner Asset Management Corp
Texas
$803K -$325K -11,329 -29%
CCG
1534
Cypress Capital Group
Florida
$798K -$45.4K -1,581 -5%
Wealth Enhancement Advisory Services
1535
Wealth Enhancement Advisory Services
Minnesota
$794K -$124K -4,334 -14%
SFI
1536
SPC Financial Inc
Maryland
$793K +$95.9K +3,341 +14%
TCBWMS
1537
Texas Capital Bank Wealth Management Services
Texas
$790K -$823K -28,697 -51%
HFM
1538
Hartford Funds Management
Pennsylvania
$789K +$104K +3,626 +15%
IIC
1539
Integrated Investment Consultants
Michigan
$789K +$158K +5,493 +25%
JAG
1540
Journey Advisory Group
Kentucky
$786K -$172K -5,999 -18%
WF
1541
Wayfinding Financial
Washington
$785K +$81.4K +2,554 +12%
KFGK
1542
Keystone Financial Group (Kentucky)
Kentucky
$784K +$784K +27,332 New
GWM
1543
Greenwich Wealth Management
Connecticut
$784K +$9.9K +345 +1%
BOPW
1544
Brandywine Oak Private Wealth
Pennsylvania
$784K
GCM
1545
Graham Capital Management
Connecticut
$783K +$783K +27,285 New
MFG
1546
MidWestOne Financial Group
Iowa
$782K -$457K -15,944 -37%
ACG
1547
Allen Capital Group
Nebraska
$780K +$45.6K +1,588 +6%
NB
1548
NBT Bank
New York
$779K -$52.6K -1,832 -6%
CA
1549
Continuum Advisory
Idaho
$777K -$120K -4,193 -13%
JSL
1550
JT Stratford LLC
Georgia
$776K +$276K +9,616 +55%