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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 %
CF
2401
Clarity Financial
Texas
$203K +$203K +7,080 New
MWM
2402
Maltin Wealth Management
New Jersey
$203K +$1.41K +49 +0.7%
VCM
2403
Versant Capital Management
Arizona
$203K +$488 +17 +0.2%
WCWM
2404
Willow Creek Wealth Management
California
$202K +$202K +7,032 New
B
2405
Barings
North Carolina
$202K
TFA
2406
Tranquilli Financial Advisor
New Jersey
$201K -$28.4K -991 -12%
SWIM
2407
Smallwood Wealth Investment Management
New Jersey
$200K +$200K +6,986 New
HBT
2408
Hills Bank & Trust
Iowa
$200K +$2.84K +99 +1%
JGIA
2409
Jackson Grant Investment Advisers
Connecticut
$197K
TFGT
2410
TS Financial Group (TSFG)
Illinois
$196K +$5.72K +199 +3%
OPTFSNA
2411
Old Point Trust & Financial Services N A
Virginia
$192K -$80.5K -2,805 -30%
PIA
2412
Powell Investment Advisors
Florida
$181K
WP
2413
WealthPLAN Partners
Nebraska
$181K +$20.7K +723 +13%
SIS
2414
Sound Income Strategies
Florida
$179K +$15.3K +533 +9%
FP
2415
Financial Perspectives
Minnesota
$179K +$746 +26 +0.4%
TFP
2416
Tilia Fiduciary Partners
North Carolina
$176K -$341K -11,897 -66%
JAM
2417
JCIC Asset Management
Ontario, Canada
$176K -$861 -30 -0.5%
JWA
2418
JFS Wealth Advisors
Pennsylvania
$175K +$22.9K +797 +15%
BWM
2419
BerganKDV Wealth Management
Minnesota
$174K -$51.2K -1,784 -23%
PCFFS
2420
Pacific Center for Financial Services
California
$170K +$172 +6 +0.1%
UCB
2421
United Community Bank
South Carolina
$170K +$97.7K +3,405 +136%
PMFA
2422
Plante Moran Financial Advisors
Michigan
$169K +$10.5K +365 +7%
BFPW
2423
BOK Financial Private Wealth
Colorado
$165K -$8.29K -289 -5%
ETC
2424
Exchange Traded Concepts
Oklahoma
$162K +$11.2K +392 +7%
MTIC
2425
Missouri Trust & Investment Company
Missouri
$162K +$6.89K +240 +4%