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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 %
RFA
2426
Resurgent Financial Advisors
Georgia
$161K -$1.05M -36,583 -87%
SFG
2427
Steward Financial Group
Texas
$160K -$8.29K -289 -5%
WTA
2428
Washington Trust Advisors
Massachusetts
$160K +$172 +6 +0.1%
SGC
2429
Slocum, Gordon & Co
Rhode Island
$160K -$2.58K -90 -2%
GWSG
2430
GPS Wealth Strategies Group
Colorado
$157K -$9.07K -316 -5%
DAL
2431
Delta Accumulation LLC
California
$154K +$1.15K +40 +0.8%
OSNBOA
2432
Old Second National Bank of Aurora
Illinois
$153K
CHA
2433
Carmichael Hill & Associates
Maryland
$153K +$14.8K +516 +11%
NRG
2434
Nemes Rush Group
Michigan
$146K +$146K +5,089 New
RDFA
2435
Ritter Daniher Financial Advisory
Ohio
$145K +$67.7K +2,360 +88%
TAM
2436
Tucker Asset Management
Colorado
$144K -$13.4K -466 -9%
CAC
2437
Core Alternative Capital
Georgia
$144K +$19.7K +687 +16%
SCA
2438
Stuart Chaussee & Associates
California
$142K
IRAG
2439
Investment Research & Advisory Group
Georgia
$139K +$5.02K +175 +4%
RP
2440
Rowlandmiller & Partners
Georgia
$138K
RI
2441
Ridgewood Investments
New Jersey
$137K -$13.9K -483 -9%
MMG
2442
Monetary Management Group
Missouri
$136K
FCMT
2443
Founders Capital Management (Texas)
Texas
$133K -$172 -6 -0.1%
KFS
2444
Kelly Financial Services
Massachusetts
$132K +$402 +14 +0.3%
GGI
2445
Godsey & Gibb Inc
Virginia
$129K +$9.47K +330 +8%
RG
2446
Retirement Group
California
$126K +$86 +3 +0.1%
NF
2447
Norwood Financial
Pennsylvania
$126K +$16.4K +572 +15%
BBPWM
2448
Blue Bell Private Wealth Management
Pennsylvania
$126K +$16.1K +561 +15%
RFG
2449
RFP Financial Group
Georgia
$125K +$87.3K +3,042 +228%
SIC
2450
SJS Investment Consulting
Ohio
$116K -$2.78K -97 -2%