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Bank of America

2,598 hedge funds and large institutions have $152B invested in Bank of America in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 988 increasing their positions, 1,177 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
-29
Holders Change %
-1.1%
% of All Funds
41.42%
Holding in Top 10
74
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-13.95%
% of All Funds
1.18%
New
151
Increased
988
Reduced
1,177
Closed
150
Calls
$4.24B
Puts
$5.79B
Net Calls
-$1.55B
Net Calls Change
+$59.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
2476
Wolff Wiese Magana
California
$68.6K +$3.81K +139 +6%
TCA
2477
Trifecta Capital Advisors
Illinois
$68.1K +$17.3K +630 +34%
HFS
2478
HBC Financial Services
Washington
$68K
ICM
2479
Intrepid Capital Management
Florida
$67.5K
TIM
2480
Tortoise Investment Management
New York
$67.3K -$21.2K -775 -24%
CWA
2481
Carolina Wealth Advisors
South Carolina
$66.6K +$64.6K +2,361 +3,373%
GA
2482
GoalVest Advisory
New York
$64.8K -$1.97K -72 -3%
WSC
2483
Wellington Shields & Co
New York
$62.9K
IPW
2484
Impact Partnership Wealth
Georgia
$61.4K +$55.2K +2,015 +880%
GIS
2485
Grayhawk Investment Strategies
Alberta, Canada
$60.2K
HDIM
2486
Hanson & Doremus Investment Management
Vermont
$60K +$6.83K +250 +13%
TC
2487
Trust Company
Kansas
$58.5K -$27.4K -1,000 -32%
WAS
2488
Winch Advisory Services
Wisconsin
$58K +$4.55K +166 +9%
DFA
2489
DHJJ Financial Advisors
Illinois
$57.2K +$57.2K +2,090 New
SAG
2490
Spotlight Asset Group
Illinois
$54.8K
Loomis, Sayles & Company
2491
Loomis, Sayles & Company
Massachusetts
$53K -$793K -29,087 -94%
NSG
2492
Nalls Sherbakoff Group
Tennessee
$52.3K -$4.41K -161 -8%
FCT
2493
First Community Trust
Iowa
$52K
SC
2494
Stephens Consulting
Michigan
$51.7K +$27 +1 +0.1%
CCC
2495
Chelsea Counsel Company
California
$50.8K
NCM
2496
Northwest Capital Management
Oregon
$49.3K
CWM
2497
Compass Wealth Management
Connecticut
$47.4K -$2.74K -100 -5%
AWM
2498
Activest Wealth Management
Florida
$47K +$192 +7 +0.4%
CBT
2499
Central Bank & Trust
Kentucky
$46.1K
TCCM
2500
Timber Creek Capital Management
Massachusetts
$45K -$4.72M -172,263 -99%