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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 %
VAS
1451
Vestmark Advisory Solutions
Massachusetts
$869K -$4.27M -156,005 -83%
GP
1452
Girard Partners
Pennsylvania
$867K -$222K -8,098 -20%
AA
1453
Apriem Advisors
California
$866K -$4.63K -169 -0.5%
SIC
1454
Sterling Investment Counsel
New York
$866K +$50.8K +1,856 +6%
RBFC
1455
Roman Butler Fullerton & Co
Missouri
$865K +$17K +637 +2%
FFA
1456
First Foundation Advisors
California
$863K +$73.5K +2,684 +9%
EA
1457
Ellsworth Advisors
Ohio
$862K +$231K +8,571 +37%
OIM
1458
Oder Investment Management
California
$862K +$739 +27 +0.1%
FCP
1459
Fidelis Capital Partners
Florida
$862K -$15.9K -582 -2%
HWA
1460
Heritage Wealth Advisors
Virginia
$861K -$125K -4,552 -13%
MAM
1461
Mark Asset Management
New York
$860K
TA
1462
TruWealth Advisors
Louisiana
$859K -$8.37M -305,727 -91%
SFP
1463
Shepherd Financial Partners
Massachusetts
$858K +$71.7K +2,619 +9%
PVH
1464
Psagot Value Holdings
Israel
$858K -$53.4K -1,944 -6%
PFA
1465
Pathway Financial Advisers
Indiana
$858K +$858K +31,331 New
CWM
1466
Chesapeake Wealth Management
Virginia
$856K -$33.4K -1,220 -4%
PFP
1467
Paragon Financial Partners
California
$855K +$465 +17 +0.1%
CTA
1468
Colonial Trust Advisors
South Carolina
$853K -$108K -3,947 -11%
FAIM
1469
Financial Advocates Investment Management
Washington
$852K -$53K -1,936 -6%
CCG
1470
Cypress Capital Group
Florida
$850K +$88.9K +3,246 +12%
CA
1471
CoreCap Advisors
Michigan
$850K -$41.2K -1,506 -5%
FFA
1472
Founders Financial Alliance
North Carolina
$847K -$46.8K -1,711 -5%
MP
1473
MSD Partners
New York
$846K
ICM
1474
IMS Capital Management
Oregon
$843K
GP
1475
Greenline Partners
New York
$842K +$215K +7,849 +34%