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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 %
BMC
2026
Benin Management Corp
Connecticut
$358K +$5.19K +181 +1%
MC
2027
Middleton & Co
Massachusetts
$358K -$209K -7,296 -37%
GPA
2028
Guidance Point Advisors
Massachusetts
$356K -$19.6K -684 -5%
TWM
2029
Tradition Wealth Management
Minnesota
$355K -$9.92K -346 -3%
PFA
2030
Pure Financial Advisors
California
$355K -$399K -13,912 -53%
BP
2031
BBR Partners
New York
$355K -$25.1K -875 -7%
SIC
2032
Sigma Investment Counselors
Michigan
$355K
SWA
2033
SFMG Wealth Advisors
Texas
$355K +$287 +10 +0.1%
SLA
2034
Silver Lake Advisory
Utah
$354K +$889 +31 +0.3%
AAP
2035
Arax Advisory Partners
Colorado
$354K +$45K +1,567 +15%
KIG
2036
Kowal Investment Group
Wisconsin
$353K +$1.81K +63 +0.5%
CWS
2037
Confluence Wealth Services
Pennsylvania
$353K -$7.55K -263 -2%
AWM
2038
Aberdeen Wealth Management
Illinois
$352K
RWP
2039
Ridgecrest Wealth Partners
California
$352K -$2.87K -100 -0.8%
SAS
2040
Stelac Advisory Services
New York
$351K -$52.8K -1,841 -13%
GM
2041
Granger Management
New York
$351K -$1.23K -43 -0.4%
BAM
2042
BOS Asset Management
Illinois
$351K +$29.6K +1,033 +9%
CIM
2043
Chapman Investment Management
California
$350K +$57 +2 +0%
HIIFS
2044
Harel Insurance Investments & Financial Services
Israel
$349K -$846K -29,474 -71%
CSPAM
2045
Cary Street Partners Asset Management
Virginia
$349K -$26.3K -918 -7%
FI
2046
Financial Insights
Washington
$348K -$173K -6,032 -33%
EWS
2047
Evergreen Wealth Solutions
Pennsylvania
$348K +$92.5K +3,223 +36%
CM
2048
Capula Management
Cayman Islands
$348K -$13.8M -480,018 -98%
AFA
2049
Alpha Financial Advisors
North Carolina
$347K +$347K +12,103 New
FPA
2050
First Pacific Advisors
California
$347K -$255K -8,900 -42%