BAC icon

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 %
Loomis, Sayles & Company
2701
Loomis, Sayles & Company
Massachusetts
$55K -$10.3K -307 -16%
DAC
2702
Dividend Assets Capital
South Carolina
$55K
TCCM
2703
Timber Creek Capital Management
Massachusetts
$54.8K -$505 -15 -0.9%
LFG
2704
Larson Financial Group
Missouri
$54.8K -$37.9K -1,127 -41%
SAG
2705
Spotlight Asset Group
Illinois
$54.8K
MFT
2706
Moisand Fitzgerald Tamayo
Florida
$54.4K -$50.9K -1,512 -48%
FG
2707
Fairman Group
Pennsylvania
$51.7K +$51.7K +1,535 New
TCA
2708
Trifecta Capital Advisors
Illinois
$50.8K -$33K -980 -39%
VWM
2709
Valley Wealth Managers
New Jersey
$50.5K
IPW
2710
Impact Partnership Wealth
Georgia
$50.5K -$25.1K -745 -33%
KFP
2711
Keener Financial Planning
Texas
$49K +$49K +1,454 New
OC
2712
Oakmont Corp
California
$49K
B
2713
Birchbrook
Maine
$48.3K +$48.3K +1,436 New
CWA
2714
Carolina Wealth Advisors
South Carolina
$48.2K -$33.7K -1,000 -41%
CP
2715
Castleview Partners
Texas
$47.2K +$7.34K +218 +18%
RFS
2716
Richardson Financial Services
Massachusetts
$46.5K +$46.5K +1,382 New
AWM
2717
Able Wealth Management
New Jersey
$46K +$46K +1,365 New
KWAG
2718
Kiely Wealth Advisory Group
North Carolina
$45.3K +$45.3K +1,351 New
FRA
2719
Frank Rimerman Advisors
California
$43.6K +$43.6K +1,295 New
PO
2720
Private Ocean
California
$43.1K +$10.9K +325 +34%
TLCM
2721
Twin Lakes Capital Management
California
$42.9K
BIA
2722
Bell Investment Advisors
California
$42.6K -$4.41K -131 -9%
RBC
2723
Roble Belko & Company
Pennsylvania
$42K
CPA
2724
Clear Point Advisors
New York
$41.5K +$41.5K +1,233 New
LOIP
2725
Live Oak Investment Partners
Texas
$41.2K -$33.3K