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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 %
FAG
1551
Fortitude Advisory Group
Washington
$774K -$59K -2,057 -7%
PWP
1552
Pursue Wealth Partners
California
$773K -$1.06M -37,028 -58%
MSFS
1553
Main Street Financial Solutions
Pennsylvania
$771K -$52.3K -1,823 -6%
EP
1554
Eudaimonia Partners
Tennessee
$770K +$61.2K +2,134 +9%
AA
1555
Advisory Alpha
Michigan
$765K +$44.8K +1,560 +6%
CCWM
1556
Cassaday & Co Wealth Management
Virginia
$763K +$12.7K +441 +2%
AWS
1557
Arkfeld Wealth Strategies
Nebraska
$759K +$13.1K +446 +2%
MMHP
1558
Murphy Middleton Hinkle & Parker
Georgia
$756K +$86 +3 +0%
MLL
1559
Moody Lynn & Lieberson
Massachusetts
$756K -$13.4M -467,105 -95%
EB
1560
Eastern Bank
Massachusetts
$756K -$18K -629 -2%
CAM
1561
CenterStar Asset Management
Illinois
$756K +$756K +26,304 New
SAM
1562
Sawgrass Asset Management
Florida
$755K -$17.2K -600 -2%
RPC
1563
Rossmore Private Capital
Connecticut
$755K
CA
1564
Calton & Associates
Florida
$754K +$288K +10,046 +62%
VV
1565
Verity & Verity
South Carolina
$753K +$53.2K +1,854 +8%
NL
1566
Navalign LLC
California
$752K +$36.5K +1,273 +5%
UCI
1567
Uncommon Cents Investing
Wisconsin
$750K -$27.6K -962 -4%
CWM
1568
Curi Wealth Management
North Carolina
$747K -$18.1K -632 -2%
FIM
1569
Freedom Investment Management
Connecticut
$747K +$146K +5,101 +24%
AWE
1570
Avidian Wealth Enterprises
Texas
$745K +$79K +2,753 +12%
LKIM
1571
Lawson Kroeker Investment Management
Nebraska
$744K
SOAMC
1572
Spirit of America Management Corp
New York
$742K -$86.1K -3,000 -10%
LCOV
1573
London Company of Virginia
Virginia
$740K -$232K -8,091 -24%
NGA
1574
Naples Global Advisors
Florida
$739K +$72.9K +2,540 +11%
BCG
1575
Breakwater Capital Group
New Jersey
$738K -$4.73K -165 -0.6%