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Bank of America

2,598 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, 988 increasing their positions, 1,177 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
-29
Holders Change %
-1.1%
% of All Funds
41.42%
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
988
Reduced
1,177
Closed
150
Calls
$4.24B
Puts
$5.79B
Net Calls
-$1.55B
Net Calls Change
+$59.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BIG
651
Boothe Investment Group
Delaware
$5.41M +$863K +31,505 +19%
AF
652
Allworth Financial
California
$5.4M +$130K +4,758 +2%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$5.38M -$317K -11,586 -6%
FHB
654
First Hawaiian Bank
Hawaii
$5.36M +$1.03M +37,630 +24%
VFA
655
Valeo Financial Advisors
Indiana
$5.35M -$269K -9,813 -5%
GLR
656
Great Lakes Retirement
Ohio
$5.33M +$383K +14,000 +8%
AUB
657
Atlantic Union Bankshares
Virginia
$5.33M +$318K +11,622 +6%
DWM
658
Dakota Wealth Management
Florida
$5.33M -$325K -11,887 -6%
RWM
659
Rench Wealth Management
Texas
$5.32M +$36.3K +1,326 +0.7%
WA
660
Waverly Advisors
Alabama
$5.31M -$2.75M -100,297 -34%
BCI
661
Brinker Capital Investments
Pennsylvania
$5.28M -$684K -24,966 -11%
OPS
662
Orion Portfolio Solutions
Nebraska
$5.28M -$684K -24,966 -11%
MIM
663
Montgomery Investment Management
Maryland
$5.27M -$38.3K -1,400 -0.7%
MGIA
664
Moneta Group Investment Advisors
Missouri
$5.26M +$3.86K +141 +0.1%
WBC
665
Westpac Banking Corp
Australia
$5.23M +$3.76M +137,203 +256%
ORAM
666
One River Asset Management
Connecticut
$5.19M +$3.97M +144,319 +327%
HCM
667
Harvey Capital Management
Florida
$5.14M -$261K -9,550 -5%
EWM
668
Evercore Wealth Management
New York
$5.12M -$163K -5,945 -3%
SVCP
669
Silicon Valley Capital Partners
California
$5.11M +$1.57M +57,230 +44%
BCCM
670
Bridge Creek Capital Management
Massachusetts
$5.11M +$95.7K +3,495 +2%
SIM
671
Stratos Investment Management
Ohio
$5.1M +$293K +10,696 +6%
ATPW
672
Ashton Thomas Private Wealth
Arizona
$5.08M +$372K +13,596 +8%
VIM
673
Vinva Investment Management
Australia
$5.06M +$255K +9,257 +5%
USAA
674
United Services Automobile Association
Texas
$5.05M +$507K +18,504 +11%
QCM
675
Qsemble Capital Management
New York
$5.01M +$4.04M +147,700 +421%