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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 %
OFG
2351
Oxford Financial Group
Indiana
$219K +$219K +7,619 New
IAP
2352
Indie Asset Partners
Indiana
$218K
PR
2353
Payden & Rygel
California
$218K -$20.3M -707,330 -99%
WOSD
2354
WFA of San Diego
California
$218K -$1.98K -69 -0.9%
HCA
2355
Heck Capital Advisors
Wisconsin
$217K -$4.99K -174 -2%
PI
2356
Pettee Investors
Connecticut
$217K
TWM
2357
TriaGen Wealth Management
California
$217K
WCG
2358
Weaver Consulting Group
California
$217K -$2.18K -76 -1%
JF
2359
JSF Financial
California
$217K -$34.5K -1,201 -14%
BEAM
2360
Baker Ellis Asset Management
Washington
$215K
BSA
2361
Bull Street Advisors
Georgia
$215K
WCFA
2362
Walkner Condon Financial Advisors
Wisconsin
$215K +$215K +7,489 New
BA
2363
Bristlecone Advisors
Washington
$215K -$14.1K -492 -6%
BWL
2364
Bogart Wealth LLC
Virginia
$214K +$6.03K +210 +3%
HFS
2365
Heritage Financial Services
Massachusetts
$214K -$26.4K -920 -11%
VCM
2366
Vivaldi Capital Management
Illinois
$212K +$10.9K +381 +5%
BFIM
2367
Beese Fulmer Investment Management
Ohio
$212K
MAA
2368
Matrix Asset Advisors
New York
$212K +$29 +1 +0%
IP
2369
Investment Partners
Ohio
$212K -$75.6K -2,636 -26%
WTFG
2370
Wells Trecaso Financial Group
Ohio
$212K -$1.95K -68 -0.9%
WWC
2371
Waypoint Wealth Counsel
Georgia
$212K -$785K -27,349 -79%
NSB
2372
Norway Savings Bank
Maine
$211K
LAM
2373
Lifestyle Asset Management
Texas
$211K +$211K +7,354 New
SG
2374
Sharper & Granite
California
$210K
CAL
2375
Capital Advisors Ltd
Ohio
$210K +$155K +5,421 +284%