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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 %
CFD
751
Creative Financial Designs
Indiana
$5.01M +$749K +22,253 +18%
RDWM
752
Red Door Wealth Management
Tennessee
$4.98M +$240K +7,139 +5%
PNC
753
Park National Corp
Ohio
$4.97M -$319K -9,487 -6%
WPP
754
Whalerock Point Partners
Rhode Island
$4.96M -$595K -17,671 -11%
SWA
755
Stratos Wealth Advisors
Ohio
$4.94M +$462K +13,726 +10%
SW
756
SteelPeak Wealth
California
$4.94M +$1.59M +47,215 +47%
IPW
757
Inlet Private Wealth
Florida
$4.89M -$370K -11,000 -7%
SCM
758
Shelton Capital Management
Colorado
$4.89M -$4.18M -124,050 -46%
SSWM
759
Smith Salley Wealth Management
North Carolina
$4.89M -$566K -16,802 -10%
LA
760
Lynch & Associates
Indiana
$4.85M -$58.6K -1,740 -1%
SC
761
Syon Capital
California
$4.85M +$3.37M +100,097 +228%
GS
762
GTS Securities
New York
$4.84M -$19.5M -579,954 -80%
AWM
763
Axxcess Wealth Management
California
$4.82M +$2.3M +68,419 +92%
CC
764
Courier Capital
New York
$4.81M -$12.1K -358 -0.2%
HVIA
765
Hudson Valley Investment Advisors
New York
$4.81M -$3.29M -96,275 -41%
IWA
766
Icon Wealth Advisors
Texas
$4.81M +$4.81M +142,849 New
DT
767
Diversified Trust
Tennessee
$4.81M +$286K +8,491 +6%
SFG
768
SevenBridge Financial Group
Pennsylvania
$4.78M -$2.93K -87 -0.1%
PA
769
Procyon Advisors
Connecticut
$4.78M -$492K -14,616 -9%
FB
770
Fulton Bank
Pennsylvania
$4.75M +$25K +742 +0.5%
FMWA
771
Forvis Mazars Wealth Advisors
Missouri
$4.74M -$174K -5,170 -4%
CIA
772
Concurrent Investment Advisors
Florida
$4.74M +$4.74M +140,696 New
CFM
773
Capricorn Fund Managers
United Kingdom
$4.72M
FTDI
774
First Trust Direct Indexing
Massachusetts
$4.71M +$704K +20,907 +18%
GAM
775
Gotham Asset Management
New York
$4.69M +$368K +10,917 +8%