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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 %
MA
2251
MBA Advisors
Pennsylvania
$259K -$1.72K -60 -0.7%
SMA
2252
Seven Mile Advisory
New Jersey
$259K +$259K +9,023 New
TC
2253
Tacita Capital
Ontario, Canada
$258K
RCM
2254
Requisite Capital Management
Texas
$258K
TWM
2255
Thrive Wealth Management
Pennsylvania
$258K -$79.6K -2,774 -24%
CAM
2256
Cozad Asset Management
Illinois
$255K +$1.15K +40 +0.5%
PIMG
2257
Patriot Investment Management Group
Tennessee
$255K -$746 -26 -0.3%
ACP
2258
Aveo Capital Partners
Colorado
$255K -$83.5K -2,911 -25%
NFSG
2259
Newbridge Financial Services Group
Florida
$255K -$246K -8,582 -49%
TCOT
2260
Trust Company of Toledo
Ohio
$254K +$254K +8,863 New
MA
2261
MKT Advisors
California
$254K -$74.8K -2,344 -23%
B
2262
Bridgeworth
Alabama
$254K +$41.9K +1,459 +20%
QFA
2263
Quantum Financial Advisors
California
$254K
NWM
2264
Northcape Wealth Management
New York
$253K +$43K +1,500 +21%
NCM
2265
Narwhal Capital Management
Georgia
$253K
CW
2266
Channel Wealth
California
$252K -$37.8K -1,317 -13%
CWP
2267
CFM Wealth Partners
Texas
$251K
MHR
2268
Matthew Hamilton Rosenberg
$251K -$81.2K -2,830 -24%
DWM
2269
Destination Wealth Management
California
$250K +$14.2K +494 +6%
FA
2270
Financial Advisors
Massachusetts
$250K -$602 -21 -0.2%
FWM
2271
Forza Wealth Management
Florida
$249K +$14.3K +500 +6%
BWM
2272
BNC Wealth Management
Oregon
$248K -$18.6K -647 -7%
MIM
2273
Meixler Investment Management
Arizona
$248K -$35.9K -1,250 -13%
CHA
2274
Cooper/Haims Advisors
New York
$247K +$1.35K +47 +0.5%
AFG
2275
Alterity Financial Group
Maine
$245K -$7.46K -260 -3%