BAC icon

Bank of America

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1826
AllSquare Wealth Management
New York
$505K +$54.3K +1,900 +12%
SIA
1827
SkyView Investment Advisors
New Jersey
$504K +$28.8K +1,006 +6%
MWAM
1828
Manhattan West Asset Management
California
$504K +$70.5K +2,466 +16%
MSA
1829
Marino Stram & Associates
Massachusetts
$502K +$21.7K +760 +5%
NRC
1830
New Republic Capital
North Carolina
$501K +$74.8K +2,616 +18%
BCM
1831
Bluefin Capital Management
New York
$501K -$7.46M -225,344 Closed
DE
1832
Day & Ennis
Georgia
$500K
NFSG
1833
Newbridge Financial Services Group
Florida
$499K +$25.5K +891 +5%
JSL
1834
JT Stratford LLC
Georgia
$498K +$164K +5,747 +49%
MFG
1835
Menard Financial Group
Texas
$498K +$261K +9,111 +110%
AWM
1836
Abound Wealth Management
Tennessee
$498K -$15.2K -532 -3%
CAMV
1837
Concord Asset Management (Virginia)
Virginia
$498K +$498K +17,412 New
GC
1838
Garde Capital
Washington
$496K +$322K +11,250 +184%
TCM
1839
Traynor Capital Management
Pennsylvania
$495K -$24.9K -870 -5%
RFN
1840
RDA Financial Network
Iowa
$495K -$3.78K -132 -0.8%
RWS
1841
Resolute Wealth Strategies
Mississippi
$494K +$494K +17,278 New
KFI
1842
Key Financial Inc
Pennsylvania
$494K -$48.4K -1,691 -9%
SMWM
1843
Silvia McColl Wealth Management
California
$493K +$1.6K +56 +0.3%
MIFH
1844
Migdal Insurance & Financial Holdings
Israel
$492K -$6.29K -220 -1%
UH
1845
Unigestion Holding
Switzerland
$492K -$394K -13,933 -44%
AC
1846
Addison Capital
Pennsylvania
$491K -$38.2K -1,335 -7%
ALAM
1847
Asahi Life Asset Management
Japan
$491K -$237K -8,270 -33%
SWM
1848
Silverlake Wealth Management
Vermont
$490K -$102K -3,551 -17%
TL
1849
Tradewinds LLC
North Carolina
$490K +$490K +17,129 New
TIA
1850
Traphagen Investment Advisors
New Jersey
$489K +$30.7K +1,074 +7%