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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 %
MAC
1901
Mason & Associates (California)
California
$435K -$113K -3,951 -21%
KTC
1902
Kistler-Tiffany Companies
Pennsylvania
$435K -$26.1K -910 -6%
ACP
1903
Aviance Capital Partners
Florida
$433K -$111K -3,881 -20%
CT
1904
Colonial Trust
South Carolina
$432K -$149K -5,188 -26%
CL
1905
CSS LLC
Illinois
$430K +$415K +14,450 +2,627%
EWA
1906
Encompass Wealth Advisors
Oregon
$430K +$57 +2 +0%
JFG
1907
Jefferies Financial Group
New York
$429K -$3.39M -118,208 -89%
NC
1908
NBW Capital
Massachusetts
$428K -$140K -4,877 -25%
CSB
1909
City State Bank
Iowa
$428K -$11.5K -400 -3%
TCM
1910
Towercrest Capital Management
Pennsylvania
$428K +$20.8K +724 +5%
RWS
1911
Resolute Wealth Strategies
Mississippi
$427K -$68.3K -2,380 -14%
GDP
1912
Great Diamond Partners
Maine
$427K -$35.3K -1,232 -8%
AGP
1913
Autumn Glory Partners
Texas
$426K -$50.5K -1,760 -11%
SEC
1914
Seven Eight Capital
New York
$426K -$363K -12,645 -46%
CIA
1915
Cape Investment Advisory
Georgia
$426K -$3.21K -112 -0.7%
FMN
1916
Financial Management Network
California
$425K -$14K -481 -3%
MCM
1917
MV Capital Management
Maryland
$424K +$15.4K +536 +4%
FWCM
1918
Ferguson Wellman Capital Management
Oregon
$424K -$1.29K -45 -0.3%
MA
1919
MJP Associates
Connecticut
$424K -$31.8K -1,108 -7%
WWM
1920
Wagner Wealth Management
South Carolina
$421K -$20.4K -711 -5%
RHAM
1921
Round Hill Asset Management
California
$421K -$5.54K -193 -1%
OIA
1922
Optimum Investment Advisors
Illinois
$421K +$14.3K +500 +4%
SLG
1923
Stanley-Laman Group
Pennsylvania
$419K +$17.7K +618 +4%
ESB
1924
Essex Savings Bank
Connecticut
$419K -$64.6K -2,251 -13%
UH
1925
Unigestion Holding
Switzerland
$419K -$79.5K -2,774 -16%