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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 %
WDA
1676
Wendell David Associates
New Hampshire
$632K -$8.61K -300 -1%
CA
1677
Crumly & Associates
Illinois
$629K +$207K +7,209 +49%
PP
1678
PDS Planning
Ohio
$628K +$63.3K +2,205 +11%
SL
1679
Summitry LLC
California
$628K -$99K -3,450 -14%
IWA
1680
Inspirion Wealth Advisors
Illinois
$624K -$90.5K -3,156 -13%
EFG
1681
Everhart Financial Group
Ohio
$624K -$24.1K -850 -4%
PWMG
1682
Prestige Wealth Management Group
New Jersey
$623K +$12.9K +450 +2%
LWP
1683
LMG Wealth Partners
Louisiana
$622K +$9.93K +346 +2%
TPW
1684
Transatlantique Private Wealth
New York
$620K +$15.6K +543 +3%
WAM
1685
Wakefield Asset Management
Colorado
$616K +$48.1K +1,676 +8%
AFS
1686
Aft Forsyth & Sober
Florida
$615K
CFA
1687
Cahill Financial Advisors
Minnesota
$615K +$291K +10,129 +90%
TTWM
1688
TCV Trust & Wealth Management
Virginia
$614K
HNWAG
1689
High Net Worth Advisory Group
Florida
$611K -$72.7K -2,535 -11%
SIA
1690
Soltis Investment Advisors
Utah
$611K +$40K +1,393 +7%
BOS
1691
Bank of Stockton
California
$610K -$7.26K -253 -1%
AWM
1692
Aprio Wealth Management
Georgia
$609K +$26.1K +909 +4%
OWIM
1693
Old West Investment Management
California
$609K -$1.44M -50,108 -70%
RCM
1694
Raleigh Capital Management
North Carolina
$609K +$7.35K +256 +1%
PWM
1695
PBMares Wealth Management
Virginia
$606K -$6.43K -224 -1%
JFA
1696
JNBA Financial Advisors
Minnesota
$601K -$8.23K -287 -1%
CIM
1697
Confluence Investment Management
Missouri
$600K +$3.19K +111 +0.5%
PVI
1698
Pine Valley Investments
New Jersey
$597K -$18.9K -659 -3%
RWPA
1699
Richard W. Paul & Associates
Michigan
$595K -$34.3K -1,194 -5%
CB
1700
Community Bank
New York
$594K -$156K -5,425 -21%