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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 %
CCA
1051
Checchi Capital Advisers
California
$2M -$16.4K -598 -0.8%
CW
1052
Connectus Wealth
Ohio
$2M -$735K -26,850 -27%
FM
1053
Family Management
New York
$2M +$2M +72,872 New
SCP
1054
Shorepoint Capital Partners
Massachusetts
$1.99M -$1.78M -61,923 Closed
CP
1055
Cumberland Partners
Ontario, Canada
$1.99M -$596K -21,784 -23%
ZB
1056
Zions Bancorporation
Utah
$1.99M +$248K +9,056 +14%
CIC
1057
Cornercap Investment Counsel
Georgia
$1.99M +$8.21K +300 +0.4%
BTWM
1058
Baker Tilly Wealth Management
Wisconsin
$1.99M -$2.02M -73,655 -50%
LCC
1059
Lincoln Capital Corp
Rhode Island
$1.98M -$295K -10,763 -13%
FWP
1060
FAS Wealth Partners
Kansas
$1.98M +$1.98M +72,154 New
HHII
1061
H&H International Investment
California
$1.97M +$1.97M +72,100 New
BCM
1062
BlueCrest Capital Management
Jersey
$1.97M +$1.47M +53,757 +294%
CT
1063
Coastline Trust
Rhode Island
$1.97M -$620K -22,626 -24%
ECM
1064
EagleClaw Capital Management
Massachusetts
$1.97M -$25K -912 -1%
RSS
1065
Rosenblum Silverman Sutton
California
$1.97M -$12.3K -450 -0.6%
MAS
1066
Meeder Advisory Services
Ohio
$1.97M -$391K -14,278 -17%
CRIG
1067
Charter Research & Investment Group
Connecticut
$1.97M -$69.1K -2,525 -3%
MAM
1068
Mystic Asset Management
Rhode Island
$1.96M -$26.3K -960 -1%
9WM
1069
9258 Wealth Management
Ohio
$1.96M -$19.3K -704 -1%
SFFS
1070
Stonehage Fleming Financial Services
Jersey
$1.96M +$901K +32,818 +85%
EFMC
1071
Empire Financial Management Company
New York
$1.95M -$255K -9,300 -12%
SHFA
1072
SS&H Financial Advisors
Michigan
$1.95M +$1.95M +71,308 New
AM
1073
AGF Management
Ontario, Canada
$1.95M +$1.95M +71,172 New
AFG
1074
Atomi Financial Group
New York
$1.95M +$66.6K +2,434 +4%
GL
1075
Graypoint LLC
New York
$1.94M +$34.3K +1,252 +2%