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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 %
AWM
2451
Atticus Wealth Management
Florida
$116K -$137K -4,776 -54%
LCM
2452
Logan Capital Management
Pennsylvania
$110K -$10.2K -357 -9%
C
2453
Covestor
United Kingdom
$107K +$10.1K +348 +10%
MSFP
2454
Mark Sheptoff Financial Planning
Connecticut
$105K +$75.9K +2,644 +264%
EP
2455
Elkhorn Partners
Nebraska
$103K +$5.72K +200 +6%
ODG
2456
O'Dell Group
Ohio
$102K +$102K +3,557 New
KC
2457
Knuff & Co
California
$102K
WOC
2458
West Oak Capital
California
$100K -$77.5K -2,700 -44%
ECM
2459
Elgethun Capital Management
South Dakota
$98.1K -$2.94M -102,628 -97%
M
2460
MOTCO
Texas
$97.7K -$4.99K -174 -5%
MLA
2461
MB, Levis & Associates
Pennsylvania
$97.1K +$631 +22 +0.7%
MIM
2462
Manitou Investment Management
Ontario, Canada
$96.8K
CFFP
2463
Center for Financial Planning
Michigan
$95.7K
TIM
2464
Tortoise Investment Management
New York
$92.8K +$60.2K +2,100 +185%
NECFA
2465
New England Capital Financial Advisors
Connecticut
$91.7K +$660 +23 +0.7%
TC
2466
Trust Company
Kansas
$89.9K -$7.17K -250 -7%
ACM
2467
Adalta Capital Management
New York
$89K -$4.65K -162 -5%
FCG
2468
Financial Connections Group
California
$89K
RAM
2469
Riggs Asset Management
Pennsylvania
$87.7K -$9.3K -324 -10%
DWA
2470
Dougherty Wealth Advisers
Minnesota
$87.6K
ACA
2471
Atlas Capital Advisors
Wyoming
$87.2K -$1.03K -36 -1%
RWM
2472
Ruedi Wealth Management
Illinois
$85.4K +$29 +1 +0%
VAG
2473
VisionPoint Advisory Group
Texas
$82.4K +$82.4K +2,871 New
RDIA
2474
RE Dickinson Investment Advisors
Iowa
$82K
CAM
2475
Costello Asset Management
Pennsylvania
$81.4K