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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 %
FRA
2526
Front Row Advisors
California
$25.5K +$2.2K +80 +9%
CPG
2527
Cornerstone Planning Group
New Jersey
$25.5K -$13.2K -483 -34%
DWA
2528
Delos Wealth Advisors
Texas
$25.4K
TC
2529
Truvestments Capital
Florida
$25.1K -$1.51K -55 -6%
FGA
2530
Fortis Group Advisors
New Jersey
$25K +$25K +914 New
NIC
2531
Northwest Investment Counselors
Oregon
$24K -$1.64K -60 -6%
FIA
2532
FNY Investment Advisers
New York
$24K -$1.09K -40 -4%
MDCM
2533
Morgan Dempsey Capital Management
Wisconsin
$21.9K
TLA
2534
Tanglewood Legacy Advisors
Texas
$21.2K
GFL
2535
Granite FO LLC
New Hampshire
$21.1K
PCTC
2536
Perkins Coie Trust Company
Washington
$21K +$3.91K +143 +23%
LFA
2537
Legend Financial Advisors
Pennsylvania
$20.7K
MAM
2538
Marquette Asset Management
Minnesota
$20.1K -$6.02K -220 -23%
NC
2539
NewSquare Capital
Pennsylvania
$19.6K -$10.7K -390 -35%
CSWM
2540
Cassady Schiller Wealth Management
Ohio
$19.2K
FFL
2541
Financial Freedom LLC
Ohio
$18.3K +$110 +4 +0.6%
TCM
2542
TD Capital Management
Tennessee
$17.9K -$4.11K -150 -19%
RW
2543
RVW Wealth
California
$17.8K +$17.8K +650 New
MFG
2544
Mendota Financial Group
Wisconsin
$17.7K -$12.3K -450 -41%
BSWA
2545
Bromfield Sneider Wealth Advisors
Massachusetts
$17.1K
LWA
2546
Lowe Wealth Advisors
Maryland
$16.2K -$7.67K -280 -32%
NA
2547
Nordwand Advisors
Pennsylvania
$14.9K
LFA
2548
LGT Financial Advisors
Texas
$14.8K +$14.8K +540 New
RTL
2549
Red Tortoise LLC
Georgia
$14.5K +$55 +2 +0.4%
AS
2550
AM Squared
Hong Kong
$13.7K