BAC icon

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 %
BCG
1526
Breakwater Capital Group
New Jersey
$779K +$101K +3,813 +15%
BIAS
1527
Beacon Investment Advisory Services
New Jersey
$778K -$4.35K -159 -0.6%
PFS
1528
Physicians Financial Services
North Carolina
$778K -$17.8K -650 -2%
RVPG
1529
Relative Value Partners Group
$777K +$144K +5,253 +23%
SCI
1530
Stableford Capital II
Arizona
$776K +$25.9K +991 +3%
PCMF
1531
Private Capital Management (Florida)
Florida
$776K -$90.7K -3,311 -10%
KFGK
1532
Keystone Financial Group (Kentucky)
Kentucky
$776K +$27.5K +1,004 +4%
CAM
1533
Cubic Asset Management
Massachusetts
$772K -$59.7K -2,179 -7%
WAG
1534
Winthrop Advisory Group
Massachusetts
$772K -$11.4K -417 -1%
NGA
1535
Naples Global Advisors
Florida
$769K +$63.4K +2,316 +9%
WG
1536
Welch Group
Alabama
$768K -$71.2K -2,601 -8%
IFU
1537
iSAM Funds (UK)
United Kingdom
$763K -$146K -5,335 -16%
LAM
1538
LifePro Asset Management
California
$762K +$282K +10,292 +59%
USB
1539
Union Savings Bank
Connecticut
$759K +$14.5K +531 +2%
BCM
1540
Buckhead Capital Management
Georgia
$757K -$13.5K -492 -2%
ZIG
1541
Zuckerman Investment Group
Illinois
$755K -$164K -6,000 -18%
JAG
1542
Journey Advisory Group
Kentucky
$750K
KAS
1543
KPP Advisory Services
Kentucky
$747K +$747K +27,292 New
MSFS
1544
Main Street Financial Solutions
Pennsylvania
$746K +$9.91K +362 +1%
HTC
1545
Haverford Trust Company
Pennsylvania
$744K -$151K -5,500 -17%
ACG
1546
Allen Capital Group
Nebraska
$742K +$16.7K +626 +2%
NL
1547
Navalign LLC
California
$742K +$23.9K +872 +3%
BC
1548
Bridgefront Capital
Texas
$741K +$371K +13,549 +100%
BFA
1549
Benedict Financial Advisors
Georgia
$736K -$93.4K -3,412 -11%
CG
1550
Corundum Group
Colorado
$735K -$56.5K -2,062 -7%