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Bank of America

2,479 hedge funds and large institutions have $292B invested in Bank of America in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,027 increasing their positions, 1,009 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
43.28%
Holding in Top 10
158
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.71%
% of All Funds
2.76%
New
157
Increased
1,027
Reduced
1,009
Closed
117
Calls
$4.02B
Puts
$6.53B
Net Calls
-$2.5B
Net Calls Change
-$920M
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
1701
Everhart Financial Group
Ohio
$679K +$79.3K +1,924 +13%
RRCM
1702
Rappaport Reiches Capital Management
Illinois
$679K +$679K +16,465 New
PCA
1703
Pallas Capital Advisors
Massachusetts
$675K +$675K +17,626 New
EWA
1704
Encompass Wealth Advisors
Oregon
$673K -$62.8K -1,524 -9%
EA
1705
Emerald Advisors
Washington
$672K +$4.33K +105 +0.6%
CPWA
1706
Cerro Pacific Wealth Advisors
California
$672K +$672K +16,294 New
AWP
1707
Abacus Wealth Partners
California
$672K +$247 +6 +0%
CA
1708
Calton & Associates
Florida
$670K -$27.9K -675 -4%
SIG
1709
Sky Investment Group
Connecticut
$670K +$6.35K +154 +1%
MPIA
1710
Mountain Pacific Investment Advisers
Idaho
$669K -$57.7K -1,400 -8%
AHC
1711
Adell Harriman & Carpenter
Texas
$668K -$12.4K -300 -2%
FWP
1712
Firethorn Wealth Partners
Georgia
$665K -$19.2K -467 -3%
EFSCE
1713
Enterprise Financial Services Corp (EFSC)
Missouri
$665K +$3.05K +74 +0.5%
RM
1714
Resource Management
Louisiana
$665K +$6.39K +155 +1%
HCM
1715
Hall Capital Management
Rhode Island
$665K +$665K +16,123 New
HT
1716
HighTower Trust
Texas
$663K -$275K -6,668 -29%
NWA
1717
Navis Wealth Advisors
New York
$663K +$1.57K +38 +0.2%
HWA
1718
HHM Wealth Advisors
Tennessee
$662K -$9.78K -237 -1%
PCM
1719
Pointe Capital Management
Michigan
$661K +$17K +413 +3%
FBC
1720
Fairfield, Bush & Co
Connecticut
$660K -$45.4K -1,100 -6%
WP
1721
WealthShield Partners
North Carolina
$660K -$10.4K -251 -2%
GA
1722
Geller Advisors
New York
$658K -$34.6K -838 -5%
SIC
1723
Shoker Investment Counsel
Ohio
$658K +$1.07K +26 +0.2%
TFA
1724
Trinity Financial Advisors
Ohio
$658K +$658K +15,950 New
CWS
1725
Cypress Wealth Services
California
$654K -$60.2K -1,460 -8%