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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 %
DLCIG
1151
D.L. Carlson Investment Group
New Hampshire
$1.57M -$16.1K -588 -1%
SFA
1152
Souders Financial Advisors
Ohio
$1.57M -$26.9K -981 -2%
BFC
1153
Blue Fin Capital
Rhode Island
$1.56M -$86.4K -3,155 -5%
FBFS
1154
First Business Financial Services
Wisconsin
$1.56M +$32.1K +1,172 +2%
GAG
1155
GM Advisory Group
New York
$1.56M +$45.9K +1,675 +3%
OTL
1156
Oak Thistle LLC
New York
$1.56M +$950K +34,684 +157%
GHA
1157
Granite Harbor Advisors
Texas
$1.55M +$14K +513 +0.9%
BFG
1158
Beacon Financial Group
Texas
$1.55M -$5.16K -180 -0.3%
RIA
1159
Realta Investment Advisors
Delaware
$1.55M -$13.6K -475 -0.9%
PFGIA
1160
Patriot Financial Group Insurance Agency
Massachusetts
$1.54M +$54K +1,974 +4%
APG
1161
Abacus Planning Group
South Carolina
$1.54M -$767 -28 -0%
SSW
1162
Smith Shellnut Wilson
Mississippi
$1.54M
MC
1163
Machina Capital
France
$1.53M +$863K +31,514 +129%
QCG
1164
Quadrant Capital Group
Ohio
$1.52M -$38K -1,387 -2%
NP
1165
NorthRock Partners
Minnesota
$1.52M +$507K +18,519 +50%
CA
1166
Claro Advisors
Massachusetts
$1.52M -$8.38K -306 -0.5%
SIA
1167
Schechter Investment Advisors
Michigan
$1.52M +$115K +4,187 +8%
FLI
1168
Family Legacy Inc
South Carolina
$1.51M +$24.8K +905 +2%
NDSI
1169
Newman Dignan & Sheerar Inc
Rhode Island
$1.51M -$19K -694 -1%
BEI
1170
Benjamin Edwards Inc
Missouri
$1.51M +$1.25M +45,506 +472%
JWM
1171
Jeppson Wealth Management
California
$1.51M -$76.4K -2,790 -5%
SIA
1172
SeaBridge Investment Advisors
New Jersey
$1.51M -$430K -15,714 -22%
WAP
1173
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$14.2K +518 +0.9%
RAM
1174
RWC Asset Management
United Kingdom
$1.5M -$12.3M -449,969 -89%
CWM
1175
Connecticut Wealth Management
Connecticut
$1.5M +$486K +17,735 +48%