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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 %
AIM
1001
ARGA Investment Management
Connecticut
$2.22M +$14.2K +518 +0.6%
NW
1002
NewEdge Wealth
Pennsylvania
$2.21M +$211K +7,703 +11%
SAM
1003
Silvercrest Asset Management
New York
$2.21M -$304K -11,107 -12%
BCM
1004
Brookmont Capital Management
Texas
$2.21M -$14.3K -521 -0.6%
MWM
1005
Madison Wealth Management
Ohio
$2.2M -$970K -35,441 -31%
SWM
1006
Spire Wealth Management
Virginia
$2.2M +$13.2K +481 +0.6%
SYBT
1007
Stock Yards Bank & Trust
Kentucky
$2.19M -$73.9K -2,700 -3%
HCP
1008
Hiddenite Capital Partners
New York
$2.19M
APF
1009
Alaska Permanent Fund
Alaska
$2.18M
SAM
1010
Synergy Asset Management
Washington
$2.17M -$3.39M -123,832 -61%
HT
1011
Heritage Trust
Oklahoma
$2.17M +$23.1K +844 +1%
PPW
1012
Parcion Private Wealth
Washington
$2.17M -$2.49K -91 -0.1%
BONST
1013
Bank of Nova Scotia Trust
Ontario, Canada
$2.16M -$1.17M -42,586 -35%
PIM
1014
Penobscot Investment Management
Massachusetts
$2.15M +$2.15M +78,654 New
PCA
1015
Peddock Capital Advisors
Massachusetts
$2.15M -$10.2K -374 -0.5%
CBB
1016
Citizens Business Bank
California
$2.14M -$130K -4,756 -6%
BDS
1017
Banco de Sabadell
Florida
$2.14M -$219K -8,003 -9%
FAM
1018
Formidable Asset Management
Ohio
$2.14M -$34.2K -1,248 -2%
CAL
1019
Capital Analysts LLC
Pennsylvania
$2.13M +$72.9K +2,661 +4%
RMAM
1020
Raab & Moskowitz Asset Management
New Jersey
$2.12M +$147K +5,376 +7%
KWA
1021
Kingswood Wealth Advisors
California
$2.12M -$2.79M -27,065 -57%
BAM
1022
Belpointe Asset Management
Nevada
$2.12M +$310K +11,328 +17%
SAM
1023
Sompo Asset Management
Japan
$2.12M -$920K -33,600 -30%
SIM
1024
Studio Investment Management
Illinois
$2.11M +$81.3K +2,970 +4%
CGL
1025
Clarius Group LLC
Washington
$2.1M -$367K -13,398 -15%