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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 %
LPAM
2276
Lodestar Private Asset Management
California
$245K -$4.62K -161 -2%
SIMG
2277
Sonora Investment Management Group
Arizona
$245K +$1.44K +50 +0.6%
BCMLT
2278
Beacon Capital Management LLC (Tennessee)
Tennessee
$244K +$7.8K +272 +3%
CA
2279
Centerpoint Advisors
Massachusetts
$244K +$977 +34 +0.4%
BSB
2280
Bangor Savings Bank
Maine
$244K -$52.7K -1,837 -18%
BMCM
2281
Bryn Mawr Capital Management
Pennsylvania
$244K -$201 -7 -0.1%
PCM
2282
Palisade Capital Management
New Jersey
$244K
FWM
2283
ForthRight Wealth Management
Georgia
$243K +$1.09K +38 +0.5%
LJCM
2284
Lee Johnson Capital Management
Texas
$243K -$9.76K -340 -4%
BRG
2285
Bay Rivers Group
Virginia
$243K +$7.89K +275 +3%
HR
2286
Hardy Reed
Mississippi
$243K -$9.18K -320 -4%
MAG
2287
Mayfair Advisory Group
Alabama
$243K +$57 +2 +0%
BOSSRA
2288
B.O.S.S. Retirement Advisors
Utah
$243K -$2.21M -77,121 -90%
HKIM
2289
Hayek Kallen Investment Management
Alabama
$242K +$242K +8,440 New
GWM
2290
GSB Wealth Management
Connecticut
$241K +$29 +1 +0%
OBWG
2291
Onyx Bridge Wealth Group
New York
$241K -$4.56K -159 -2%
UBV
2292
United Bank (Virginia)
Virginia
$240K
CW
2293
CIC Wealth
Maryland
$240K -$7.29K -254 -3%
SCM
2294
SKBA Capital Management
California
$240K -$18.4K -640 -7%
LFM
2295
LGT Fund Management
Liechtenstein
$240K +$240K +8,360 New
D
2296
Diversified
Delaware
$239K +$2.01K +70 +0.8%
RPWA
2297
Regent Peak Wealth Advisors
Georgia
$239K +$10.8K +378 +5%
WF
2298
WoodTrust Financial
Wisconsin
$239K
EWM
2299
Executive Wealth Management
Michigan
$238K -$3.47K -121 -1%
TBWA
2300
Three Bridge Wealth Advisors
California
$238K