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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 %
BCMLT
2601
Beacon Capital Management LLC (Tennessee)
Tennessee
$167K -$65.9K -2,407 -28%
SWC
2602
Spectrum Wealth Counsel
Indiana
$167K +$167K +4,956 New
FCMT
2603
Founders Capital Management (Texas)
Texas
$167K -$5.35K -159 -3%
SCA
2604
Stuart Chaussee & Associates
California
$166K
GGI
2605
Godsey & Gibb Inc
Virginia
$166K -$53.4K -1,587 -24%
GG
2606
Greenwood Gearhart
Arkansas
$165K -$135K -4,000 -45%
PCWA
2607
Pacific Capital Wealth Advisors
California
$163K +$163K +4,854 New
LTI
2608
Laffer Tengler Investments
Tennessee
$163K +$6.6K +196 +4%
MTIC
2609
Missouri Trust & Investment Company
Missouri
$163K -$202 -6 -0.1%
IRAG
2610
Investment Research & Advisory Group
Georgia
$163K
PAI
2611
Pittenger & Anderson Inc
Nebraska
$162K +$109K +3,251 +208%
RFG
2612
RFP Financial Group
Georgia
$161K +$14.8K +440 +10%
HWMC
2613
Heritage Wealth Management (California)
California
$160K +$160K +4,759 New
MMG
2614
Monetary Management Group
Missouri
$160K
APGC
2615
A.P. Gilfoyle & Co
New York
$160K +$160K +450 New
ITFISA
2616
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$157K +$3.2K +95 +2%
DAL
2617
Delta Accumulation LLC
California
$157K +$1.35K +47 +0.9%
NRG
2618
Nemes Rush Group
Michigan
$156K +$875 +26 +0.6%
KFS
2619
Kelly Financial Services
Massachusetts
$155K +$438 +13 +0.3%
RDFA
2620
Ritter Daniher Financial Advisory
Ohio
$153K
WPWM
2621
Western Pacific Wealth Management
Illinois
$152K +$34 +1 +0%
CFFP
2622
Center for Financial Planning
Michigan
$150K
BBPWM
2623
Blue Bell Private Wealth Management
Pennsylvania
$148K +$6.26K +186 +4%
RFG
2624
REAP Financial Group
Texas
$147K +$147K +4,365 New
RG
2625
Retirement Group
California
$145K +$34 +1 +0%