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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 %
SIA
2226
Sage Investment Advisers
New York
$269K -$10.8K -378 -4%
NF
2227
Nvest Financial
New Hampshire
$268K +$258 +9 +0.1%
FBT
2228
First Bank & Trust
South Dakota
$268K -$47.3K -1,649 -15%
BST
2229
Bath Savings Trust
Maine
$268K -$7.17K -250 -3%
PCA
2230
Prosperity Capital Advisors
Ohio
$268K +$18.3K +639 +7%
KWM
2231
Kolinsky Wealth Management
New Jersey
$268K -$66K -2,304 -20%
AWM
2232
Angeles Wealth Management
California
$267K -$160K -5,575 -37%
OWA
2233
One Wealth Advisors
California
$267K +$267K +9,300 New
KA
2234
Kozak & Associates
Colorado
$266K +$1.78K +61 +0.7%
GM
2235
GeoWealth Management
Illinois
$266K +$12.6K +440 +5%
TFA
2236
Triad Financial Advisors
North Carolina
$266K -$48.1K -1,678 -15%
GPA
2237
Guerra Pan Advisors
New Jersey
$265K
UFA
2238
US Financial Advisors
Massachusetts
$265K
AIIMS
2239
Analyst IMS Investment Management Services
Israel
$265K -$1.09K -38 -0.4%
G
2240
GenTrust
Florida
$265K -$34.7K -1,208 -12%
CFG
2241
Carr Financial Group
Massachusetts
$264K +$264K +9,202 New
TF
2242
Trek Financial
Arizona
$264K -$1.15K -40 -0.4%
VNA
2243
Valley National Advisers
Pennsylvania
$263K -$10.3K -358 -4%
DIP
2244
DT Investment Partners
Pennsylvania
$262K
HC
2245
Hoese & Co
Minnesota
$262K -$69.6K -2,428 -21%
RFN
2246
Redwood Financial Network
Ohio
$261K +$261K +9,108 New
MIM
2247
Moseley Investment Management
Florida
$261K -$39K -1,359 -13%
HCA
2248
Hyperion Capital Advisors
New York
$261K +$261K +9,081 New
MPCL
2249
My Personal CFO LLC
Washington
$260K -$5.88K -205 -2%
CTI
2250
Community Trust & Investment
Kentucky
$259K -$14.2K -495 -5%