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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 %
FCG
2651
Financial Connections Group
California
$104K
RWM
2652
Ruedi Wealth Management
Illinois
$104K +$67 +2 +0.1%
DWA
2653
Dougherty Wealth Advisers
Minnesota
$103K
EC
2654
Elequin Capital
New York
$102K +$102K +3,041 New
ACA
2655
Atlas Capital Advisors
Wyoming
$102K
AP
2656
Arlington Partners
Alabama
$101K +$101K +3,000 New
S
2657
Sachetta
Massachusetts
$100K +$100K +2,980 New
ETC
2658
Exchange Traded Concepts
Oklahoma
$99.1K -$2.44M -72,588 -96%
GKIM
2659
GW&K Investment Management
Massachusetts
$99K -$4.07K -121 -4%
AT
2660
Avalon Trust
New Mexico
$97.5K
PA
2661
Pineridge Advisors
Missouri
$96.1K +$96.1K +2,853 New
TIM
2662
Tortoise Investment Management
New York
$95.7K +$13K +385 +16%
CAM
2663
Costello Asset Management
Pennsylvania
$95.6K
T
2664
Tidemark
California
$95.3K +$95.3K +2,831 New
ITIM
2665
Indiana Trust & Investment Management
Indiana
$94.3K
VAG
2666
VisionPoint Advisory Group
Texas
$90.5K -$44.8K -1,330 -33%
SA
2667
SRH Advisors
Kansas
$90.3K
AW
2668
Avion Wealth
Texas
$90K +$3.31K +98 +4%
HWM
2669
Horizons Wealth Management
North Carolina
$89.4K
NMM
2670
Naples Money Management
Florida
$88.1K +$88.1K +2,617 New
TCM
2671
Tradewinds Capital Management
Washington
$87K +$202 +6 +0.2%
RAM
2672
Riggs Asset Management
Pennsylvania
$86.7K
EC
2673
EdgeRock Capital
Colorado
$85.2K +$85.2K +2,547 New
TFM
2674
TFC Financial Management
Massachusetts
$85.1K -$1.18K -35 -1%
HFS
2675
HBC Financial Services
Washington
$84K