BAC icon

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 %
EWM
2301
EPG Wealth Management
Georgia
$238K -$12.9K -451 -5%
PCM
2302
Pennsylvania Capital Management
Pennsylvania
$238K +$143 +5 +0.1%
AAS
2303
Annex Advisory Services
Wisconsin
$237K -$375K -13,084 -61%
TC
2304
Trilogy Capital
California
$237K +$237K +7,409 New
CIG
2305
Cascade Investment Group
Colorado
$237K
APWA
2306
Atlas Private Wealth Advisors
New Jersey
$237K +$237K +8,246 New
SOS
2307
Silver Oak Securities
Tennessee
$236K +$236K +8,212 New
BAM
2308
Bellevue Asset Management
Washington
$236K -$4.19K -146 -2%
ONSWM
2309
Old North State Wealth Management
North Carolina
$236K +$236K +8,212 New
BA
2310
Bridge Advisory
California
$236K +$4.07K +142 +2%
NB
2311
Nicolet Bankshares
Wisconsin
$235K -$61K -2,127 -21%
OHWA
2312
Oak Hill Wealth Advisors
Virginia
$235K -$22.6K -789 -9%
SP
2313
Successful Portfolios
Florida
$234K -$153K -5,325 -39%
CBT
2314
CoreFirst Bank & Trust
Kansas
$234K
MFGP
2315
Marshall Financial Group (Pennsylvania)
Pennsylvania
$233K +$1.69K +59 +0.7%
NWA
2316
Navis Wealth Advisors
New York
$233K
GGS
2317
Galvin Gaustad & Stein
Arizona
$233K +$14.3K +500 +7%
ACA
2318
Affinity Capital Advisors
California
$233K +$8.18K +285 +4%
FAFN
2319
First Affirmative Financial Network
Colorado
$233K +$233K +8,108 New
SXL
2320
Summit X LLC
Missouri
$232K -$6.35K -221 -3%
PK
2321
Pflug Koory
Nebraska
$231K
KFS
2322
Kaizen Financial Strategies
California
$231K +$3K +102 +1%
SCM
2323
Sterneck Capital Management
Missouri
$230K +$57 +2 +0%
GD
2324
Grandfield & Dodd
New York
$230K
WMA
2325
West Michigan Advisors
Michigan
$230K -$4.22K -147 -2%