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Bank of America

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Shares
Change %
V
2026
VeraBank
Texas
$375K
P
2027
&Partners
Tennessee
$375K -$5.18K -181 -1%
GPA
2028
Guidance Point Advisors
Massachusetts
$374K +$1.46K +51 +0.4%
CSPAM
2029
Cary Street Partners Asset Management
Virginia
$374K +$212K +7,418 +131%
LC
2030
Lavaca Capital
Texas
$373K +$25.3K +828 +7%
AP
2031
Atwood & Palmer
Missouri
$372K
BFG
2032
Berger Financial Group
Minnesota
$372K +$89.1K +3,116 +31%
EFM
2033
E Fund Management
China
$372K -$14.7K -512 -4%
EL
2034
EMFO LLC
Florida
$372K +$372K +13,000 New
FWTB
2035
First Western Trust Bank
Colorado
$372K -$1.89K -66 -0.5%
ARC
2036
Advisor Resource Council
Texas
$371K +$18.9K +657 +5%
BFC
2037
Bedel Financial Consulting
Indiana
$369K +$2.09K +73 +0.6%
CRWM
2038
Castle Rock Wealth Management
California
$369K +$48.7K +1,765 +15%
WCM
2039
Wedge Capital Management
North Carolina
$368K +$27.1K +949 +8%
AF
2040
Alerus Financial
North Dakota
$368K -$4.86K -170 -1%
PWMG
2041
Pinnacle Wealth Management Group
Michigan
$367K +$21K +735 +6%
OCM
2042
Orleans Capital Management
Louisiana
$366K -$20.2K -708 -5%
CIM
2043
CIM Investment Management
Pennsylvania
$366K -$335K -11,710 -48%
EA
2044
Ergawealth Advisors
Illinois
$366K
AFG
2045
Albion Financial Group
Utah
$365K
LF
2046
Lantz Financial
Illinois
$365K -$8.38K -293 -2%
CCT
2047
Capital City Trust
Florida
$364K +$26K +910 +8%
TWM
2048
Tradition Wealth Management
Minnesota
$364K +$239K +8,372 +192%
OA
2049
Oxbow Advisors
Texas
$363K -$229K -8,000 -39%
FCAS
2050
First Command Advisory Services
Texas
$362K +$357K +12,470 +6,928%