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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 %
BWCS
2101
Beirne Wealth Consulting Services
Connecticut
$324K -$101K -3,508 -24%
RFO
2102
RiverGlades Family Offices
Florida
$324K
NO
2103
Ninety One
South Africa
$324K
BB
2104
Bell Bank
North Dakota
$324K -$32K -1,117 -9%
PPC
2105
Park Place Capital
Alabama
$323K -$39K -1,358 -11%
SB
2106
Sunflower Bank
Texas
$322K -$5.57K -194 -2%
CAM
2107
Campion Asset Management
Virginia
$322K
TCWM
2108
Total Clarity Wealth Management
Illinois
$320K +$320K +11,156 New
RCA
2109
Ranch Capital Advisors
Florida
$320K -$106K -3,684 -25%
AFS
2110
Annapolis Financial Services
Maryland
$319K -$25K -870 -7%
RA
2111
Rise Advisors
New York
$318K -$15.3K -532 -5%
WAM
2112
WFA Asset Management
Wisconsin
$318K +$2.18K +76 +0.7%
WAG
2113
Wallace Advisory Group
California
$318K
SSW
2114
Stone Summit Wealth
Florida
$317K -$1K -35 -0.3%
SJL
2115
Shayne & Jacobs LLC
Tennessee
$316K
TFA
2116
Toth Financial Advisory
Virginia
$315K -$3.41K -119 -1%
FFA
2117
Farther Finance Advisors
California
$315K -$154K -5,356 -33%
JC
2118
Jacobs & Co
California
$315K -$4.59K -160 -1%
FWA
2119
FSM Wealth Advisors
Ohio
$314K -$6.12K -211 -2%
TWM
2120
Tanager Wealth Management
United Kingdom
$313K -$2.84K -99 -0.9%
EA
2121
Emerald Advisors
Washington
$312K -$26K -906 -8%
OP
2122
ORG Partners
Indiana
$311K -$10.7K -370 -3%
CFO
2123
CVA Family Office
Colorado
$310K +$129K +4,502 +71%
FC
2124
Financial Council
Maryland
$310K +$201 +7 +0.1%
KIA
2125
Kraematon Investment Advisors
Massachusetts
$310K -$4.94K -172 -2%