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Bank of America

2,597 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, 987 increasing their positions, 1,177 reducing their positions, and 150 closing their positions.

Holders
2,597
Holders Change
-29
Holders Change %
-1.1%
% of All Funds
41.41%
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
987
Reduced
1,177
Closed
150
Calls
$4.24B
Puts
$5.79B
Net Calls
-$1.55B
Net Calls Change
+$59.2M
Name Market Value Shares Shares
Change
Shares
Change %
WMA
2701
West Michigan Advisors
Michigan
-8,019 Closed
MAM
2702
Marotta Asset Management
Virginia
-7,946 Closed
WCM
2703
WealthBridge Capital Management
Ohio
-7,800 Closed
FFWM
2704
Future Financial Wealth Management
Ohio
-7,795 Closed
CPC
2705
Consolidated Planning Corp
Georgia
-7,753 Closed
AIP
2706
Almanack Investment Partners
Pennsylvania
-7,736 Closed
OFG
2707
Oxford Financial Group
Indiana
-7,619 Closed
WCG
2708
Weaver Consulting Group
California
-7,554 Closed
JF
2709
JSF Financial
California
-7,548 Closed
WCFA
2710
Walkner Condon Financial Advisors
Wisconsin
-7,489 Closed
TC
2711
Trilogy Capital
California
-7,409 Closed
IP
2712
Investment Partners
Ohio
-7,396 Closed
WWC
2713
Waypoint Wealth Counsel
Georgia
-7,376 Closed
NSB
2714
Norway Savings Bank
Maine
-7,364 Closed
FOA
2715
Five Oceans Advisors
California
-7,318 Closed
IIM
2716
Ironwood Investment Management
Massachusetts
-7,265 Closed
PS
2717
Planned Solutions
California
-7,237 Closed
BA
2718
Ballast Advisors
Minnesota
-7,232 Closed
SL
2719
Sentry LLC
Tennessee
-7,231 Closed
EIA
2720
Edgemoor Investment Advisors
Maryland
-7,223 Closed
IFO
2721
Independent Family Office
New York
-7,219 Closed
MPCG
2722
Matrix Private Capital Group
New York
-7,216 Closed
NCM
2723
Nelson Capital Management
California
-7,200 Closed
GIP
2724
Granite Investment Partners
California
-7,171 Closed
SCA
2725
Sandy Cove Advisors
Massachusetts
-7,136 Closed