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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 %
NF
2626
Norwood Financial
Pennsylvania
$145K +$1.52K +45 +1%
RFA
2627
Resurgent Financial Advisors
Georgia
$145K -$3.54K -105 -2%
FWM
2628
FSA Wealth Management
Massachusetts
$141K +$141K +4,189 New
AWM
2629
Atticus Wealth Management
Florida
$141K +$4.92K +146 +4%
BWM
2630
BKM Wealth Management
Wisconsin
$136K +$136K +4,030 New
SIC
2631
SJS Investment Consulting
Ohio
$136K -$3.1K -92 -2%
WOC
2632
West Oak Capital
California
$124K +$9.83K +300 +9%
CHA
2633
Carmichael Hill & Associates
Maryland
$123K -$56.3K -1,672 -31%
CAC
2634
Core Alternative Capital
Georgia
$122K -$13.8K -411 -10%
ODG
2635
O'Dell Group
Ohio
$121K +$121K +3,592 New
OP
2636
ORG Partners
Indiana
$118K -$261K -7,754 -69%
MLA
2637
MB, Levis & Associates
Pennsylvania
$116K +$875 +26 +0.8%
M
2638
MOTCO
Texas
$115K +$7.1K +211 +7%
GPFA
2639
Game Plan Financial Advisors
Ohio
$115K +$115K +3,408 New
MIM
2640
Manitou Investment Management
Ontario, Canada
$114K
NECFA
2641
New England Capital Financial Advisors
Connecticut
$109K +$202 +6 +0.2%
CH
2642
Canton Hathaway
Rhode Island
$108K
BFPW
2643
BOK Financial Private Wealth
Colorado
$108K -$86.1K -2,556 -44%
IFAM
2644
Institutional & Family Asset Management
Colorado
$108K +$71.1K +2,111 +195%
BWL
2645
Bogart Wealth LLC
Virginia
$107K -$18.3K -543 -15%
HGERS
2646
Householder Group Estate & Retirement Specialist
Arizona
$106K -$77.3K -2,307 -42%
RDIA
2647
RE Dickinson Investment Advisors
Iowa
$106K
DPW
2648
DiNuzzo Private Wealth
Pennsylvania
$105K +$105K +3,107 New
ACM
2649
Adalta Capital Management
New York
$104K
EP
2650
Elkhorn Partners
Nebraska
$104K -$16.8K -500 -14%