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Bank of America

2,704 hedge funds and large institutions have $188B invested in Bank of America in 2022 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,063 increasing their positions, 1,046 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,704
Holders Change
+117
Holders Change %
+4.52%
% of All Funds
43.63%
Holding in Top 10
126
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.78%
% of All Funds
2.03%
New
297
Increased
1,063
Reduced
1,046
Closed
133
Calls
$5.19B
Puts
$6.46B
Net Calls
-$1.27B
Net Calls Change
+$405M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
2376
JFS Wealth Advisors
Pennsylvania
$244K -$9.21K -278 -4%
OPTFSNA
2377
Old Point Trust & Financial Services N A
Virginia
$244K -$44.7K -1,351 -16%
ACA
2378
Ackerman Capital Advisors
Texas
$243K
MFG
2379
Monte Financial Group
Connecticut
$243K +$243K +7,324 New
NWA
2380
Navis Wealth Advisors
New York
$242K
FAFN
2381
First Affirmative Financial Network
Colorado
$242K +$242K +7,294 New
PS
2382
Planned Solutions
California
$240K
IFO
2383
Independent Family Office
New York
$239K -$41.4K -1,250 -15%
FA
2384
Fermata Advisors
California
$239K -$12.5K -377 -5%
BWG
2385
Beta Wealth Group
California
$238K +$6.62K +200 +3%
WCWM
2386
Willow Creek Wealth Management
California
$238K +$8.01K +242 +3%
PMG
2387
Private Management Group
California
$238K +$2.75K +83 +1%
GGS
2388
Galvin Gaustad & Stein
Arizona
$237K -$215K -6,506 -48%
DWA
2389
Douglass Winthrop Advisors
New York
$236K -$106K -3,200 -31%
CTFG
2390
Capstone Triton Financial Group
Oklahoma
$236K +$236K +7,111 New
WFS
2391
Widmann Financial Services
Maryland
$235K +$66 +2 +0%
TFGT
2392
TS Financial Group (TSFG)
Illinois
$234K +$530 +16 +0.2%
BA
2393
Ballast Advisors
Minnesota
$233K -$20.1K -606 -8%
JMF
2394
Johnson Midwest Financial
Iowa
$233K +$331 +10 +0.1%
HFAS
2395
Hummer Financial Advisory Services
Illinois
$232K
CFA
2396
Compass Financial Advisors
Indiana
$232K -$861 -26 -0.4%
BHB
2397
Bank Hapoalim BM
Israel
$232K -$2.15K -65 -0.9%
MCWS
2398
McKinley Carter Wealth Services
West Virginia
$231K +$231K +6,978 New
LSWM
2399
Lorne Steinberg Wealth Management
Canada
$231K
SAMC
2400
Spectrum Asset Management (California)
California
$231K +$231K +6,966 New