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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 %
PAS
2451
Professional Advisory Services
Florida
$210K +$210K +6,342 New
MTC
2452
McDaniel Terry & Co
Texas
$210K +$210K +6,342 New
MWM
2453
Mattern Wealth Management
Kansas
$210K +$210K +6,336 New
RRWA
2454
Rainey & Randall Wealth Advisors
Florida
$210K +$210K +6,332 New
PIA
2455
Powell Investment Advisors
Florida
$210K
CFG
2456
Cooper Financial Group
California
$209K +$209K +6,306 New
WFA
2457
Wellspring Financial Advisors
Ohio
$209K +$209K +6,300 New
RCM
2458
Rain Capital Management
Oregon
$209K +$209K +6,297 New
VCM
2459
Versant Capital Management
Arizona
$208K -$17.6K -530 -8%
LP
2460
LGL Partners
Pennsylvania
$208K -$19.2K -580 -8%
SEP
2461
Southland Equity Partners
Missouri
$207K +$207K +6,255 New
GWM
2462
Gray Wealth Management
Maine
$207K -$65.9K -1,989 -24%
AW
2463
Atlas Wealth
Ohio
$207K +$207K +6,241 New
DP
2464
DDD Partners
Washington
$207K -$146K -4,409 -41%
IPW
2465
Intergy Private Wealth
Colorado
$206K +$206K +6,229 New
PIA
2466
Pinion Investment Advisors
Kansas
$206K -$31.3K -944 -13%
PCM
2467
Penserra Capital Management
California
$206K -$25.6K -777 -11%
PEA
2468
Park Edge Advisors
Ohio
$206K +$206K +6,215 New
YDMI
2469
Y.D. More Investments
Israel
$206K +$206K +6,205 New
MHWM
2470
Montz Harcus Wealth Management
Louisiana
$205K +$205K +6,199 New
MCIA
2471
Mountain Capital Investment Advisors
Colorado
$205K
NA
2472
Nottingham Advisors
New York
$205K +$205K +6,180 New
FP
2473
Financial Perspectives
Minnesota
$205K -$79.4K -2,398 -28%
RA
2474
Riversedge Advisors
Delaware
$204K -$174K -5,243 -46%
QC
2475
QCM Cayman
Texas
$204K -$107K -3,218 -34%