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Bank of America

2,704 hedge funds and large institutions have $188B invested in Bank of America in 2022 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,063 increasing their positions, 1,046 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,704
Holders Change
+117
Holders Change %
+4.52%
% of All Funds
43.63%
Holding in Top 10
126
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.78%
% of All Funds
2.03%
New
297
Increased
1,063
Reduced
1,046
Closed
133
Calls
$5.19B
Puts
$6.46B
Net Calls
-$1.27B
Net Calls Change
+$405M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1951
Calton & Associates
Florida
$475K +$475K +14,355 New
HAS
1952
HBW Advisory Services
California
$474K +$83.3K +2,513 +21%
DWM
1953
Defined Wealth Management
Oregon
$474K -$1.76K -53 -0.4%
WP
1954
WealthShield Partners
North Carolina
$473K -$33 -1 -0%
SFWA
1955
Summit Financial Wealth Advisors
Louisiana
$472K
ZIG
1956
Zullo Investment Group
Pennsylvania
$471K +$11.1K +334 +2%
GC
1957
Gilbert & Cook
Iowa
$470K +$5.3K +160 +1%
TCM
1958
Towercrest Capital Management
Pennsylvania
$470K
SL
1959
Salomon & Ludwin
Virginia
$469K +$469K +14,172 New
ST
1960
Spinnaker Trust
Maine
$467K +$4.97K +150 +1%
PWMG
1961
Provence Wealth Management Group
California
$467K +$467K +14,093 New
GAM
1962
Gemmer Asset Management
California
$466K +$464 +14 +0.1%
SAS
1963
Stelac Advisory Services
New York
$465K -$84.6K -2,554 -15%
Cohen & Steers
1964
Cohen & Steers
New York
$464K
HWM
1965
Hemington Wealth Management
Virginia
$464K +$9.87K +298 +2%
BWCS
1966
Beirne Wealth Consulting Services
Connecticut
$464K -$32.7K -986 -7%
SLG
1967
Stanley-Laman Group
Pennsylvania
$464K -$171K -5,171 -27%
PFA
1968
Pure Financial Advisors
California
$462K +$14.7K +445 +3%
CWS
1969
Cypress Wealth Services
California
$462K +$35.3K +1,065 +8%
BCM
1970
Barden Capital Management
Texas
$461K -$310K -9,325 -40%
VWMG
1971
Virginia Wealth Management Group
Virginia
$460K +$1.69K +51 +0.4%
BB
1972
Bell Bank
North Dakota
$459K -$99.2K -2,996 -18%
ICP
1973
Interchange Capital Partners
Pennsylvania
$458K -$98.1K -2,962 -18%
LCM
1974
Lattice Capital Management
Washington
$458K
NWA
1975
New World Advisors
Massachusetts
$458K +$63.8K +1,926 +16%