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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 %
CCC
2751
Chelsea Counsel Company
California
$23.6K -$38.9K -1,154 -62%
CSWM
2752
Cassady Schiller Wealth Management
Ohio
$23.6K
FFL
2753
Financial Freedom LLC
Ohio
$22.6K +$135 +4 +0.6%
TCM
2754
TD Capital Management
Tennessee
$22.2K +$135 +4 +0.6%
MFG
2755
Mendota Financial Group
Wisconsin
$21.7K
WAG
2756
Wiser Advisor Group
Arizona
$21.4K +$21.4K +637 New
MAM
2757
Marquette Asset Management
Minnesota
$21.3K -$3.37K -100 -14%
BSWA
2758
Bromfield Sneider Wealth Advisors
Massachusetts
$21.1K
PCTC
2759
Perkins Coie Trust Company
Washington
$21K -$4.81K -143 -19%
DWS
2760
Dynamic Wealth Strategies
California
$20.2K +$20.2K +600 New
DI
2761
DAGCO Inc
Ohio
$20.2K +$20.2K +600 New
SNB
2762
Security National Bank
Nebraska
$18.5K +$18.5K +550 New
NA
2763
Nordwand Advisors
Pennsylvania
$18.4K
DF
2764
Dunhill Financial
United Kingdom
$18.3K +$18.3K +542 New
GJIA
2765
Glass Jacobson Investment Advisors
Maryland
$17.4K -$16.9K -501 -49%
LWA
2766
Lowe Wealth Advisors
Maryland
$17K -$2.86K -85 -14%
PP
2767
PrairieView Partners
Minnesota
$17K
CPG
2768
Custom Portfolio Group
Colorado
$16.8K +$16.8K +500 New
CI
2769
Cordant Inc
Oregon
$16.8K +$16.8K +500 New
CWM
2770
Cranbrook Wealth Management
Michigan
$16.8K
FFA
2771
Frazier Financial Advisors
Ohio
$16.6K +$16.6K +494 New
VWWMG
2772
Vermillion & White Wealth Management Group
Pennsylvania
$16.5K +$16.5K +491 New
OAJ
2773
Ogorek Anthony Joseph
New York
$16K -$1.2M -35,914 -99%
CAM
2774
ClariVest Asset Management
California
$15.6K +$2.12K +63 +16%
LAM
2775
Lummis Asset Management
Texas
$15.5K +$15.5K +461 New