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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 %
FOA
2376
Five Oceans Advisors
California
$210K +$4.53K +158 +2%
RRWA
2377
Rainey & Randall Wealth Advisors
Florida
$209K +$1.12K +39 +0.5%
IIM
2378
Ironwood Investment Management
Massachusetts
$208K
FNBOSM
2379
First National Bank of South Miami
Florida
$208K -$26.7K -932 -11%
PS
2380
Planned Solutions
California
$208K
BA
2381
Ballast Advisors
Minnesota
$207K -$5.57K -194 -3%
SL
2382
Sentry LLC
Tennessee
$207K -$6.46K -225 -3%
EIA
2383
Edgemoor Investment Advisors
Maryland
$207K -$7.59M -264,460 -97%
IFO
2384
Independent Family Office
New York
$207K
MPCG
2385
Matrix Private Capital Group
New York
$207K +$172 +6 +0.1%
RMCM
2386
Reynders McVeigh Capital Management
Massachusetts
$207K +$207K +7,230 New
NCM
2387
Nelson Capital Management
California
$207K -$17.3K -602 -8%
EFG
2388
Ethos Financial Group
Pennsylvania
$206K
GIP
2389
Granite Investment Partners
California
$206K +$29 +1 +0%
FCAG
2390
First Capital Advisors Group
New Jersey
$205K -$8.46K -295 -4%
WFS
2391
Widmann Financial Services
Maryland
$205K -$6.94K -242 -3%
BWA
2392
Burt Wealth Advisors
Maryland
$205K +$29 +1 +0%
GA
2393
Gateway Advisory
New Jersey
$205K +$205K +7,138 New
SCA
2394
Sandy Cove Advisors
Massachusetts
$205K +$205K +7,136 New
JMF
2395
Johnson Midwest Financial
Iowa
$205K -$402 -14 -0.2%
KCM
2396
KRS Capital Management
Michigan
$204K -$18.8K -657 -8%
HFAS
2397
Hummer Financial Advisory Services
Illinois
$203K +$203K +7,092 New
FG
2398
Foster Group
Iowa
$203K +$203K +7,083 New
JCM
2399
Jacobsen Capital Management
Utah
$203K -$103K -3,581 -34%
EBA
2400
Eagle Bay Advisors
New York
$203K -$28.8K -1,005 -12%