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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 %
CCFM
2051
Clear Creek Financial Management
Washington
$346K -$9.5K -331 -3%
FTC
2052
Farmers Trust Company
Ohio
$346K
SFB
2053
STAR Financial Bank
Indiana
$346K +$5.45K +190 +2%
SWM
2054
Shelton Wealth Management
Texas
$345K +$22.2K +773 +7%
CPA
2055
Capital Planning Advisors
California
$345K +$63.7K +2,221 +23%
DCM
2056
Deuterium Capital Management
Florida
$345K +$345K +12,028 New
AFP
2057
Alpha Financial Partners
Kentucky
$344K +$18.7K +652 +6%
CRI
2058
Colonial River Investments
Virginia
$343K -$186K -6,477 -35%
SWP
2059
Semus Wealth Partners
Florida
$342K +$2.61K +91 +0.8%
WAS
2060
Wealth Advisory Solutions
Indiana
$341K +$12.9K +449 +4%
IGWM
2061
ICA Group Wealth Management
Colorado
$340K -$1.31M -45,492 -79%
VHAM
2062
Van Hulzen Asset Management
California
$339K -$1.05M -36,561 -76%
CPSAC
2063
Chas P. Smith & Associates (CPS)
Florida
$339K +$27K +941 +9%
BLC
2064
Brown, Lisle/Cummings
Rhode Island
$339K +$5.88K +205 +2%
SFG
2065
Summit Financial Group
West Virginia
$339K -$1.43K -50 -0.4%
ARC
2066
Advisor Resource Council
Texas
$338K -$32.6K -1,135 -9%
RCWM
2067
Royal Capital Wealth Management
Indiana
$337K -$5.6K -195 -2%
CC
2068
Chicago Capital
Illinois
$337K -$43.4K -1,512 -11%
FPCP
2069
Fort Point Capital Partners
California
$337K -$15.5K -540 -4%
MPIA
2070
Mountain Pacific Investment Advisers
Idaho
$335K -$43.1K -1,501 -11%
GEA
2071
Glen Eagle Advisors
New Jersey
$335K +$31.7K +1,105 +10%
LC
2072
LCNB Corp
Ohio
$335K -$5.74K -200 -2%
RP
2073
Rice Partnership
Hawaii
$334K +$29 +1 +0%
SWP
2074
Strategic Wealth Partners
Ohio
$334K +$101K +3,531 +44%
HBW
2075
Hazlett, Burt & Watson
West Virginia
$334K -$18.7K -650 -5%