BAC icon

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 %
NRI
1926
NFP Retirement Inc
California
$418K +$689 +24 +0.2%
LNB
1927
Ledyard National Bank
$417K -$10.4K -362 -2%
DCM
1928
Donaldson Capital Management
Indiana
$417K -$71.2K -2,483 -15%
CIC
1929
Chilton Investment Company
Connecticut
$417K -$783K -27,291 -65%
BWA
1930
Brave Warrior Advisors
New York
$417K
TC
1931
Telemus Capital
Michigan
$416K -$95.9K -3,341 -19%
OPPS
1932
Obsidian Personal Planning Solutions
Maryland
$416K +$168K +5,869 +68%
ZIG
1933
Zullo Investment Group
Pennsylvania
$414K +$3.44K +120 +0.8%
IA
1934
Insight Advisors
Pennsylvania
$413K -$71K -2,475 -15%
KW
1935
KWB Wealth
California
$412K -$39.4K -1,373 -9%
UCMOK
1936
United Capital Management of KS
Kansas
$412K +$156K +5,453 +61%
GKWIM
1937
Gerber Kawasaki Wealth & Investment Management
California
$412K -$95.7K -3,335 -19%
JSW
1938
Journey Strategic Wealth
New Jersey
$411K -$370K -12,912 -47%
PBF
1939
Petix & Botte Financial
California
$411K +$186K +6,478 +82%
SFWA
1940
Summit Financial Wealth Advisors
Louisiana
$411K -$2.27K -79 -0.5%
SSWM
1941
Sheets Smith Wealth Management
North Carolina
$411K +$20.9K +729 +5%
MWAM
1942
Manhattan West Asset Management
California
$410K -$95.4K -3,326 -19%
LCM
1943
LVM Capital Management
Michigan
$408K -$4.25K -148 -1%
NG
1944
Northstar Group
New York
$406K -$6.26K -218 -2%
BIA
1945
BHK Investment Advisors
Alabama
$406K +$9.55K +333 +2%
CI
1946
Cavalier Investments
Georgia
$404K +$25.4K +885 +7%
CFO
1947
Callan Family Office
Pennsylvania
$404K -$237K -8,248 -37%
SC
1948
Sawyer & Company
Massachusetts
$404K
SL
1949
Salomon & Ludwin
Virginia
$403K -$803 -28 -0.2%
ST
1950
Spinnaker Trust
Maine
$402K -$2.44K -85 -0.6%