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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 %
EL
2001
EMFO LLC
Florida
$373K
CG
2002
Clarus Group
Texas
$372K +$12.1K +420 +3%
BFC
2003
Bedel Financial Consulting
Indiana
$372K +$1.69K +59 +0.5%
VFP
2004
Verus Financial Partners
Virginia
$371K +$32.2K +1,000 +9%
BL
2005
Balentine LLC
Georgia
$370K -$680K -23,692 -65%
CIM
2006
CIM Investment Management
Pennsylvania
$368K +$803 +28 +0.2%
OCM
2007
Orleans Capital Management
Louisiana
$367K
EA
2008
Ergawealth Advisors
Illinois
$367K
AFG
2009
Albion Financial Group
Utah
$367K +$1.15K +40 +0.3%
SCG
2010
Sonata Capital Group
Washington
$367K -$9.86K -344 -3%
WJA
2011
Willis Johnson & Associates
Texas
$366K -$26.1K -910 -7%
SFO
2012
Stokes Family Office
Louisiana
$365K +$67.4K +2,348 +23%
JC
2013
JB Capital
Connecticut
$365K -$23.7K -827 -6%
GWP
2014
Gateway Wealth Partners
Wisconsin
$365K +$139K +4,843 +62%
OA
2015
Oxbow Advisors
Texas
$364K
HI
2016
Humankind Investments
New York
$363K -$149K -5,209 -29%
BCM
2017
Barden Capital Management
Texas
$362K -$44.8K -1,561 -11%
AF
2018
Apexium Financial
Texas
$362K +$4.85K +169 +1%
APW
2019
Austin Private Wealth
Texas
$362K +$32.2K +1,124 +10%
ACM
2020
Arcataur Capital Management
Wisconsin
$361K +$361K +12,593 New
CWA
2021
CM Wealth Advisors
Ohio
$360K -$1.71M -53,525 -83%
OPWM
2022
Oxinas Partners Wealth Management
Indiana
$360K +$360K +12,540 New
GAM
2023
Gemmer Asset Management
California
$359K -$44.4K -1,549 -11%
V
2024
VeraBank
Texas
$358K -$17.6K -612 -5%
BIA
2025
Barry Investment Advisors
Massachusetts
$358K -$97.8K -3,409 -21%