BAC icon

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 %
SCA
1101
Stonebridge Capital Advisors
Minnesota
$1.79M +$63.9K +2,332 +4%
CWAG
1102
Compton Wealth Advisory Group
Virginia
$1.79M +$57.3K +2,092 +3%
ONB
1103
Old National Bancorp
Indiana
$1.79M -$133K -4,866 -7%
VI
1104
Versor Investments
New York
$1.79M +$1.79M +65,400 New
SWM
1105
SeaCrest Wealth Management
New York
$1.79M -$11.2K -408 -0.6%
CWC
1106
Carolinas Wealth Consulting
North Carolina
$1.79M -$75.8K -2,878 -4%
CW
1107
CreativeOne Wealth
Kansas
$1.78M +$716K +26,160 +67%
CIP
1108
Convergence Investment Partners
Florida
$1.77M +$5.72K +209 +0.3%
AA
1109
Argent Advisors
Louisiana
$1.77M +$30.4K +1,109 +2%
HCP
1110
Hexagon Capital Partners
Arkansas
$1.76M +$67.2K +2,456 +4%
LWM
1111
Lodestone Wealth Management
Washington
$1.76M -$166K -6,060 -9%
IW
1112
Imprint Wealth
South Carolina
$1.75M -$160K -5,855 -8%
JAFL
1113
Jay A. Fishman Ltd
Michigan
$1.73M -$197K -7,200 -10%
CAAS
1114
Capital Asset Advisory Services
Michigan
$1.73M +$250K +9,260 +17%
QI
1115
Qtron Investments
Massachusetts
$1.72M -$60.5K -2,211 -3%
SVWAG
1116
Sound View Wealth Advisors Group
Georgia
$1.71M +$118K +4,295 +7%
PPWP
1117
Proquility Private Wealth Partners
Nevada
$1.7M -$46.9K -1,714 -3%
HCM
1118
Howland Capital Management
Massachusetts
$1.7M -$2.85K -104 -0.2%
NW
1119
Naviter Wealth
Arkansas
$1.69M +$146K +5,325 +9%
TCA
1120
Transcend Capital Advisors
New Jersey
$1.69M -$606K -22,147 -26%
CA
1121
Cullinan Associates
Kentucky
$1.69M -$338K -12,345 -17%
VCWA
1122
Vanguard Capital Wealth Advisors
Colorado
$1.67M -$127K -4,652 -7%
LBC
1123
Lawrence B. Cohen
$1.67M -$448K -16,380 -21%
MHS
1124
M Holdings Securities
Oregon
$1.67M +$1.67M +60,863 New
CBC
1125
Coombe, Bender & Co
New York
$1.65M +$33.2K +1,211 +2%