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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 %
OPCM
2201
Osborne Partners Capital Management
California
$280K -$6.48K -226 -2%
VCP
2202
Vista Capital Partners
Oregon
$280K -$5.88K -205 -2%
SMH
2203
Sanders Morris Harris
Texas
$280K
LIG
2204
Lokken Investment Group
Delaware
$280K +$8.46K +295 +3%
ATWA
2205
Arbor Trust Wealth Advisors
Michigan
$280K +$32.5K +1,134 +13%
RWP
2206
Revolve Wealth Partners
New Jersey
$278K -$16.8K -585 -6%
TPA
2207
Trivium Point Advisory
Connecticut
$278K -$570K -19,871 -67%
NEPPG
2208
New England Professional Planning Group
Rhode Island
$278K
BEI
2209
Benjamin Edwards Inc
Missouri
$277K -$574 -20 -0.2%
CWA
2210
Consilium Wealth Advisory
Texas
$276K
SEP
2211
Southland Equity Partners
Missouri
$276K +$276K +9,631 New
KFP
2212
KB Financial Partners
New Jersey
$276K -$28.4K -989 -9%
PAG
2213
Paladin Advisory Group
Iowa
$276K
CCM
2214
Carlson Capital Management
Minnesota
$275K -$28.9K -1,009 -10%
BAM
2215
Blueshift Asset Management
New Jersey
$275K -$242K -8,425 -47%
CWM
2216
Centric Wealth Management
Illinois
$275K -$51.4K -1,795 -16%
CAC
2217
Certified Advisory Corp
Florida
$275K -$689 -24 -0.3%
CA
2218
CGN Advisors
Kansas
$274K -$25.9K -901 -9%
NQWM
2219
Northwest Quadrant Wealth Management
Oregon
$274K -$15.1K -528 -5%
BBW
2220
Blue Barn Wealth
Utah
$274K +$274K +9,539 New
WAOTB
2221
Wealth Advisors of Tampa Bay
Florida
$272K
4WM
2222
44 Wealth Management
Oregon
$272K -$21.7K -756 -7%
TA
2223
TrueWealth Advisors
Alabama
$271K -$23.7K -826 -8%
DCM
2224
Dimension Capital Management
Florida
$269K +$30.1K +1,050 +13%
GFG
2225
Goldstone Financial Group
Illinois
$269K +$65.9K +2,296 +32%