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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 %
EFSCE
1801
Enterprise Financial Services Corp (EFSC)
Missouri
$508K +$30.5K +1,062 +6%
VP
1802
Verum Partners
North Carolina
$507K +$257K +8,943 +102%
FWP
1803
Firethorn Wealth Partners
Georgia
$507K +$5.71K +199 +1%
LAM
1804
LifePro Asset Management
California
$504K -$12.7K -444 -2%
DE
1805
Day & Ennis
Georgia
$502K
KFP
1806
KMG Fiduciary Partners
Ohio
$501K +$106K +3,683 +27%
CF
1807
Copperwynd Financial
Arizona
$501K +$30.2K +1,053 +6%
CPSC
1808
Carl P. Sherr & Co
Massachusetts
$501K +$30.8K +1,073 +7%
TL
1809
Tradewinds LLC
North Carolina
$501K +$9.38K +327 +2%
JHP
1810
James Hambro & Partners
United Kingdom
$500K +$42.8K +1,490 +9%
AWM
1811
AllSquare Wealth Management
New York
$499K
CPRC
1812
Consolidated Portfolio Review Corp
New York
$497K -$12.3K -427 -2%
SWM
1813
Silverlake Wealth Management
Vermont
$497K +$4.94K +172 +1%
TCM
1814
Traynor Capital Management
Pennsylvania
$496K -$1.18K -41 -0.2%
BCA
1815
Bay Colony Advisors
Massachusetts
$495K -$39.1K -1,364 -7%
NA
1816
Navellier & Associates
Nevada
$493K +$25.8K +900 +6%
AFAS
1817
Acorn Financial Advisory Services
Virginia
$493K +$59.2K +2,063 +14%
KFI
1818
Key Financial Inc
Pennsylvania
$492K -$3.1K -108 -0.6%
AC
1819
Addison Capital
Pennsylvania
$492K
PCM
1820
Pointe Capital Management
Michigan
$491K +$5.25K +183 +1%
WA
1821
WESPAC Advisors
California
$487K +$57.4K +2,001 +13%
DAM
1822
Delta Asset Management
Tennessee
$486K -$27.3K -950 -5%
SIM
1823
SSI Investment Management
California
$486K -$68.7K -2,395 -12%
WFA
1824
Websterrogers Financial Advisors
South Carolina
$485K +$6.05K +211 +1%
DBT
1825
Dubuque Bank & Trust
Iowa
$484K +$34.7K +1,208 +8%