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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 %
VFPI
1251
Vantage Financial Partners (Illinois)
Illinois
$1.31M -$98.6K -3,600 -7%
EM
1252
Excalibur Management
Massachusetts
$1.31M +$32.4K +1,182 +3%
EWA
1253
Exencial Wealth Advisors
Oklahoma
$1.31M -$1.7K -62 -0.1%
ISWM
1254
Independent Solutions Wealth Management
New York
$1.3M +$757K +27,648 +139%
FNFDCM
1255
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.3M -$38.2K -1,394 -3%
BC
1256
Burney Company
Virginia
$1.3M +$277K +10,129 +27%
EWA
1257
Etesian Wealth Advisors
Oregon
$1.29M -$10.5K -383 -0.8%
CSIC
1258
Clifford Swan Investment Counsel
California
$1.29M +$55 +2 +0%
GA
1259
Greytown Advisors
Florida
$1.28M -$231K -8,443 -15%
WPC
1260
Wedmont Private Capital
Pennsylvania
$1.28M +$100K +3,810 +8%
CFS
1261
CRA Financial Services
New Jersey
$1.27M +$39.1K +1,427 +3%
BFW
1262
Brady Family Wealth
Missouri
$1.27M -$375K -13,695 -23%
PCM
1263
Penserra Capital Management
California
$1.27M -$171K -6,235 -12%
HA
1264
Herold Advisors
New York
$1.27M +$49.3K +1,800 +4%
CD
1265
Chapin Davis
Maryland
$1.27M -$20.8K -758 -2%
SP
1266
Symmetry Partners
Connecticut
$1.27M -$110K -3,999 -8%
AWM
1267
Avitas Wealth Management
California
$1.27M -$26.7K -975 -2%
AB
1268
Atlas Brown
Kentucky
$1.27M +$8.65K +316 +0.7%
STC
1269
Sarah T. Connolly
$1.27M -$533K -19,475 -30%
MW
1270
Marcum Wealth
Ohio
$1.26M +$91.8K +3,351 +8%
GWANC
1271
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.26M +$63.4K +2,315 +5%
AL
1272
Aspiriant LLC
California
$1.26M +$72.4K +2,644 +6%
EWM
1273
Empirical Wealth Management
Washington
$1.26M -$55.3K -2,020 -4%
KCFA
1274
Key Client Fiduciary Advisors
New Jersey
$1.26M +$712 +26 +0.1%
CBTWT
1275
Community Bank & Trust (Waco, Texas)
Texas
$1.26M +$59.2K +1,962 +5%