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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 %
FOFP
1401
Fee-Only Financial Planning
South Carolina
$983K
CWP
1402
Curated Wealth Partners
California
$982K -$52.3K -1,909 -5%
NHC
1403
Nicholas Hoffman & Company
Georgia
$981K -$31K -1,133 -3%
KJWM
1404
Kiley Juergens Wealth Management
Washington
$980K -$56.8K -2,073 -5%
EWM
1405
Edge Wealth Management
New York
$979K -$178K -6,512 -15%
PCM
1406
Princeton Capital Management
New Jersey
$979K -$7.12K -260 -0.7%
ECP
1407
Epacria Capital Partners
Colorado
$977K
BHBT
1408
Burke & Herbert Bank & Trust
Virginia
$975K -$161K -5,865 -14%
SAM
1409
SignalPoint Asset Management
Missouri
$973K +$8.98K +328 +0.9%
MBTD
1410
Mechanics Bank - Trust Department
California
$967K -$191K -6,959 -16%
BFA
1411
Buttonwood Financial Advisors
Maryland
$967K -$4.9K -179 -0.5%
CASB
1412
Cape Ann Savings Bank
Massachusetts
$966K -$28.1K -1,025 -3%
CWM
1413
Circle Wealth Management
New Jersey
$964K +$15.9K +582 +2%
WBC
1414
West Branch Capital
Massachusetts
$962K +$164 +6 +0%
IIA
1415
IPG Investment Advisors
California
$950K -$64.6K -2,358 -6%
PPW
1416
Pasadena Private Wealth
California
$949K -$4.11K -150 -0.4%
CRI
1417
Colonial River Investments
Virginia
$946K +$619K +22,594 +189%
AA
1418
ALPS Advisors
Colorado
$946K +$36.5K +1,333 +4%
MCI
1419
MRP Capital Investments
Georgia
$944K +$468K +18,739 +98%
SF
1420
Summit Financial
New Jersey
$940K -$485K -17,705 -34%
3IP
1421
3Chopt Investment Partners
Virginia
$939K -$35.6K -1,299 -4%
IVP
1422
Intrinsic Value Partners
Arizona
$936K -$1.37K -50 -0.1%
PWA
1423
Provenance Wealth Advisors
Florida
$936K +$936K +34,198 New
T
1424
TOBAM
France
$934K +$70.2K +2,563 +8%
CAM
1425
Columbia Asset Management
Michigan
$932K -$257K -9,393 -22%