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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 %
AIS
1176
AM Investment Strategies
Tennessee
$1.5M -$89.2K -3,257 -6%
CCP
1177
Clarkston Capital Partners
Michigan
$1.49M +$110K +4,000 +8%
MMM
1178
Mendel Money Management
Illinois
$1.49M -$8.21K -300 -0.5%
AAS
1179
Ameritas Advisory Services
Nebraska
$1.49M +$623K +22,784 +72%
LSPW
1180
Lake Street Private Wealth
Illinois
$1.49M -$44.8K -1,624 -3%
HFM
1181
Hartford Financial Management
Connecticut
$1.48M -$62.5K -2,283 -4%
FFN
1182
Focus Financial Network
Minnesota
$1.48M -$241K -8,809 -14%
MAM
1183
Madison Asset Management
Wisconsin
$1.48M +$1.48M +53,872 New
FNBT
1184
FineMark National Bank & Trust
Florida
$1.47M -$139K -5,079 -9%
WTB
1185
Washington Trust Bank
Washington
$1.46M -$81K -2,958 -5%
CCFP
1186
Charles Carroll Financial Partners
Massachusetts
$1.46M
DL
1187
DOHJ LLC
Washington
$1.46M +$341K +12,781 +30%
LSAG
1188
Lake Street Advisors Group
New Hampshire
$1.46M -$8.51K -311 -0.6%
PCG
1189
Prosperity Consulting Group
Maryland
$1.46M +$95.2K +3,477 +7%
MP
1190
McDonald Partners
Ohio
$1.46M -$206K -7,533 -12%
VT
1191
Vise Technologies
New York
$1.46M +$164K +5,996 +13%
LOAMS
1192
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.46M -$72.4K -2,646 -5%
DGAM
1193
Desjardins Global Asset Management
Quebec, Canada
$1.46M -$503K -18,373 -26%
EWM
1194
Evergreen Wealth Management
Michigan
$1.45M +$21.5K +786 +2%
OWA
1195
Octavia Wealth Advisors
Ohio
$1.44M +$155K +5,651 +12%
OAM
1196
Ostrum Asset Management
France
$1.44M -$1.87M -68,309 -56%
FTWA
1197
Fifth Third Wealth Advisors
Ohio
$1.44M +$376K +13,730 +35%
Koshinski Asset Management
1198
Koshinski Asset Management
Illinois
$1.44M -$27.3K -996 -2%
CS
1199
Comerica Securities
Michigan
$1.44M -$745K -27,213 -34%
CA
1200
Cumberland Advisors
Florida
$1.43M -$230K -8,400 -14%