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 %
Cohen & Steers
1951
Cohen & Steers
New York
$402K
HI
1952
Hudock Inc
Pennsylvania
$402K +$13.7K +476 +4%
AA
1953
Addison Advisors
Vermont
$401K +$6.11K +213 +2%
NWA
1954
New World Advisors
Massachusetts
$400K +$11.5K +400 +3%
WCM
1955
Weik Capital Management
Pennsylvania
$400K -$427K -14,900 -52%
BFG
1956
Berger Financial Group
Minnesota
$400K +$26.1K +908 +7%
SC
1957
Saiph Capital
New Jersey
$399K +$285 +74 +0.1%
DWM
1958
Defined Wealth Management
Oregon
$398K -$11.8K -411 -3%
TGAM
1959
TBH Global Asset Management
Tennessee
$398K +$41.7K +1,452 +12%
TIA
1960
Tiemann Investment Advisors
California
$398K -$35.9K -1,250 -8%
GC
1961
Gratus Capital
Georgia
$398K -$50.4K -1,758 -11%
NP
1962
Nilsine Partners
Colorado
$397K -$38.2K -1,331 -9%
LF
1963
Lantz Financial
Illinois
$397K +$31.1K +1,085 +9%
DJSG
1964
D.J. St. Germain
Massachusetts
$396K +$396K +13,812 New
LCM
1965
Lattice Capital Management
Washington
$396K -$1.18K -41 -0.3%
WP
1966
WealthShield Partners
North Carolina
$396K +$3.19K +111 +0.8%
KCPG
1967
Kavar Capital Partners Group
Kansas
$395K +$15.9K +555 +4%
RCG
1968
Regatta Capital Group
California
$395K +$63.4K +2,211 +19%
CIC
1969
Crawford Investment Counsel
Georgia
$395K -$36.4K -1,267 -8%
NJBEST
1970
New Jersey Better Educational Savings Trust
New Jersey
$395K
FC
1971
Forte Capital
New York
$391K -$3.1K -108 -0.8%
AWA
1972
Amplius Wealth Advisors
Pennsylvania
$391K -$50.8K -1,772 -12%
FDS
1973
Freedom Day Solutions
Texas
$391K -$633K -22,055 -62%
CC
1974
Callan Capital
California
$391K -$245K -8,556 -39%
BWP
1975
Balboa Wealth Partners
Arizona
$390K -$339K -11,799 -46%