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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 %
CCP
1501
Clough Capital Partners
Massachusetts
$808K
TSWM
1502
Tyler-Stone Wealth Management
Ohio
$807K +$14.1K +513 +2%
MAM
1503
McLean Asset Management
Virginia
$807K -$6.51K -241 -0.8%
HKAM
1504
Horizon Kinetics Asset Management
New York
$806K -$34.2K -1,250 -4%
MG
1505
Mather Group
Illinois
$806K +$103K +3,757 +15%
RWA
1506
Ropes Wealth Advisors
Massachusetts
$804K -$248K -9,047 -24%
AWM
1507
Accurate Wealth Management
Florida
$801K +$18.4K +668 +2%
SIC
1508
Samalin Investment Counsel
New York
$801K +$22.2K +811 +3%
WA
1509
Wealth Architects
California
$800K +$19.7K +719 +3%
CAM
1510
Covenant Asset Management
New Jersey
$799K -$4.79K -175 -0.6%
WA
1511
Wambolt & Associates
Colorado
$799K -$41.5K -1,554 -5%
BBA
1512
BLB&B Advisors
Pennsylvania
$798K -$55.7K -2,035 -7%
TAM
1513
Titleist Asset Management
Texas
$797K +$107K +3,904 +15%
KA
1514
Kovack Advisors
Florida
$797K +$3.34K +122 +0.4%
NLP
1515
Next Level Private
New York
$797K +$7.26K +272 +0.9%
CGA
1516
Channing Global Advisors
Florida
$794K +$119K +4,336 +18%
HAC
1517
Harbor Advisory Corp
New Hampshire
$790K +$110K +4,000 +16%
OCM
1518
Orion Capital Management
California
$789K -$171K -6,250 -18%
UWPG
1519
Ullmann Wealth Partners Group
Florida
$789K -$10.2K -373 -1%
LBC
1520
Lowe Brockenbrough & Co
Virginia
$789K
EP
1521
Eudaimonia Partners
Tennessee
$784K +$49K +1,791 +7%
MPW
1522
Monterey Private Wealth
California
$783K -$575 -21 -0.1%
EW
1523
Evoke Wealth
California
$781K -$25.8K -944 -3%
GSC
1524
Grey Street Capital
Illinois
$781K -$14.7K -537 -2%
JF
1525
Jump Financial
Illinois
$781K +$159K +5,798 +26%