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Bank of America

2,834 hedge funds and large institutions have $191B invested in Bank of America in 2023 Q4 according to their latest regulatory filings, with 406 funds opening new positions, 917 increasing their positions, 1,273 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,834
Holders Change
+236
Holders Change %
+9.08%
% of All Funds
41.54%
Holding in Top 10
110
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+48.65%
% of All Funds
1.61%
New
406
Increased
917
Reduced
1,273
Closed
132
Calls
$5.79B
Puts
$8.34B
Net Calls
-$2.54B
Net Calls Change
-$996M
Name Holding Trade Value Shares
Change
Shares
Change %
AMM
2526
American Money Management
California
$217K +$217K +6,443 New
PAM
2527
Peak Asset Management
Colorado
$216K +$216K +6,430 New
WWG
2528
West Wealth Group
California
$216K +$216K +6,410 New
CCG
2529
Catalina Capital Group
California
$215K +$215K +6,388 New
WAL
2530
W Advisors LLC
Tennessee
$215K +$215K +6,380 New
PIA
2531
Powell Investment Advisors
Florida
$213K
CCA
2532
Cora Capital Advisors
New Jersey
$213K +$213K +6,326 New
NWM
2533
Northwest Wealth Management
Iowa
$213K +$213K +6,325 New
HCM
2534
Hengehold Capital Management
Ohio
$212K +$212K +6,294 New
RCM
2535
Rain Capital Management
Oregon
$211K +$211K +6,280 New
PWMG
2536
Private Wealth Management Group
New Jersey
$211K +$211K +6,279 New
RCWM
2537
Royal Capital Wealth Management
Indiana
$211K +$211K +6,276 New
C
2538
Covestor
United Kingdom
$211K +$71.5K +2,119 +51%
MAM
2539
Marotta Asset Management
Virginia
$211K +$211K +6,266 New
LHC
2540
Little House Capital
Massachusetts
$211K +$211K +6,262 New
SGWM
2541
Sterling Group Wealth Management
California
$210K +$210K +6,238 New
RIG
2542
RiverFront Investment Group
Virginia
$210K -$213K -6,334 -50%
PAS
2543
Professional Advisory Services
Florida
$210K +$210K +6,242 New
JWA
2544
JFS Wealth Advisors
Pennsylvania
$209K -$4.61K -137 -2%
CCFCSB
2545
Cape Cod Five Cents Savings Bank
Massachusetts
$209K -$215K -6,378 -51%
SCA
2546
Scott Capital Advisors
Oregon
$209K +$209K +6,200 New
IWS
2547
Integrity Wealth Solutions
Colorado
$208K +$208K +6,191 New
PCFFS
2548
Pacific Center for Financial Services
California
$208K +$236 +7 +0.1%
TAM
2549
Tucker Asset Management
Colorado
$208K +$10.2K +302 +5%
BA
2550
Ballast Advisors
Minnesota
$207K +$207K +6,157 New