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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 %
BTI
926
Blue Trust Inc
Georgia
$2.57M +$16.6K +579 +0.6%
SIS
927
Strategic Investment Solutions
Illinois
$2.57M +$2.54M +86,126 +7,177%
AGC
928
Aspen Grove Capital
Colorado
$2.56M -$767K -27,996 -23%
PMG
929
ProVise Management Group
Florida
$2.56M -$25K -914 -1%
TCBWMS
930
Texas Capital Bank Wealth Management Services
Texas
$2.56M +$1.81M +66,036 +240%
LFCM
931
Long Focus Capital Management
Puerto Rico
$2.55M
UAS
932
United Asset Strategies
New York
$2.55M +$2.55M +92,977 New
P
933
Pitcairn
Pennsylvania
$2.54M +$226K +8,264 +10%
CL
934
Choreo LLC
Illinois
$2.54M +$4.16K +152 +0.2%
BC
935
Bartlett & Co
Ohio
$2.53M -$304K -11,089 -11%
BCWM
936
Bartlett & Co Wealth Management
Ohio
$2.53M -$304K -11,089 -11%
CCP
937
Cunning Capital Partners
North Carolina
$2.53M +$2.53M +92,515 New
AWM
938
Apollon Wealth Management
South Carolina
$2.53M -$199K -7,262 -7%
HCM
939
Hodges Capital Management
Texas
$2.53M -$784K -28,632 -24%
BFEC
940
Benjamin F. Edwards & Company
Missouri
$2.53M +$13.8K +505 +0.5%
CCM
941
Coldstream Capital Management
Washington
$2.53M +$276K +10,093 +12%
WSCM
942
Wellington Shields Capital Management
New York
$2.53M -$50.8K -1,854 -2%
ECM
943
ExodusPoint Capital Management
New York
$2.52M -$9.45M -345,119 -79%
HI
944
Horizon Investments
North Carolina
$2.51M +$5.28K +193 +0.2%
PTC
945
Private Trust Company
Ohio
$2.5M +$39.2K +1,432 +2%
CNAM
946
Campbell Newman Asset Management
Wisconsin
$2.49M
PAS
947
Park Avenue Securities
New York
$2.48M +$3.67K +134 +0.1%
TF
948
Threadgill Financial
Texas
$2.47M +$1.35M +51,181 +120%
DWT
949
Dorsey & Whitney Trust
South Dakota
$2.46M -$44.5K -1,627 -2%
AWM
950
Avior Wealth Management
Nebraska
$2.46M -$6.52K -238 -0.3%