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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 %
PTP
1851
Platform Technology Partners
New York
$470K -$50.3K -1,733 -10%
FCFC
1852
First Citizens Financial Corp
Iowa
$470K +$470K +16,371 New
BAG
1853
Bridgewealth Advisory Group
California
$470K -$3.19K -111 -0.7%
MAM
1854
Meeder Asset Management
Ohio
$469K -$65.6K -2,286 -12%
AMBIA
1855
Allen Mooney & Barnes Investment Advisors
Georgia
$469K -$803 -28 -0.2%
CIA
1856
Cladis Investment Advisory
Montana
$468K +$5.48K +191 +1%
LWA
1857
Lineweaver Wealth Advisors
Ohio
$468K -$5.05K -176 -1%
CST
1858
Charles Schwab Trust
Nevada
$467K +$65.2K +2,346 +16%
BWM
1859
BigSur Wealth Management
Florida
$466K -$14.3K -500 -3%
IWA
1860
Intercontinental Wealth Advisors
Texas
$465K -$52.6K -1,835 -10%
SIG
1861
Sky Investment Group
Connecticut
$464K +$4.88K +170 +1%
SN
1862
Sittner & Nelson
Oregon
$464K +$72.8K +2,538 +19%
SAM
1863
Summit Asset Management
Tennessee
$461K +$35.3K +1,232 +8%
BHA
1864
Beech Hill Advisors
New York
$460K
FFG
1865
Fortem Financial Group
California
$460K +$5.02K +175 +1%
CNBTD
1866
Citizens National Bank Trust Department
Mississippi
$459K -$141K -4,920 -24%
KC
1867
Kenfarb & Co
Kentucky
$459K +$459K +16,000 New
HWA
1868
HHM Wealth Advisors
Tennessee
$459K +$6.17K +215 +1%
TIA
1869
Traphagen Investment Advisors
New Jersey
$458K -$32.3K -1,127 -7%
FAM
1870
Flaharty Asset Management
Florida
$458K -$62.1K -2,163 -12%
HI
1871
Harbour Investments
Wisconsin
$457K -$109K -3,807 -19%
WA
1872
WealthTrust Axiom
Pennsylvania
$457K -$22.8K -793 -5%
AIC
1873
Archer Investment Corporation
Indiana
$456K +$11.3K +394 +3%
PWAC
1874
Private Wealth Advisors (California)
California
$455K -$1.29K -45 -0.3%
MCCA
1875
Mill Creek Capital Advisors
Pennsylvania
$454K -$1.19M -41,371 -72%