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 %
RZH
1626
Relyea Zuckerberg Hanson
Connecticut
$654K +$130K +4,747 +25%
WP
1627
Westmount Partners
California
$653K +$19.1K +698 +3%
PWP
1628
Pursue Wealth Partners
California
$653K -$84.7K -3,094 -11%
TA
1629
Tectonic Advisors
Texas
$652K +$31.1K +1,136 +5%
MCM
1630
Mitchell Capital Management
Kansas
$651K -$3.26K -119 -0.5%
EP
1631
Edgestream Partners
New Jersey
$651K -$742K -27,111 -53%
MMA
1632
Miracle Mile Advisors
California
$650K +$5.53K +202 +0.9%
APC
1633
Aspire Private Capital
North Carolina
$648K +$10.7K +391 +2%
ONST
1634
Old North State Trust
North Carolina
$646K -$219 -8 -0%
CFMC
1635
Curbstone Financial Management Corp
New Hampshire
$646K
WF
1636
Wayfinding Financial
Washington
$645K -$11.7K -437 -2%
NMG
1637
New Millennium Group
Utah
$644K -$32.3K -1,178 -5%
UL
1638
Unionview LLC
Washington
$641K +$3.37K +123 +0.5%
OA
1639
Operose Advisors
Wisconsin
$641K +$85.8K +3,132 +15%
AC
1640
Allstate Corporation
Illinois
$638K
NHT
1641
New Hampshire Trust
New Hampshire
$638K +$24.6K +900 +4%
GWS
1642
Glassman Wealth Services
Virginia
$637K +$24.6K +898 +4%
AWA
1643
Aletheian Wealth Advisors
Washington
$637K -$48.2K -1,760 -7%
RIM
1644
RW Investment Management
Idaho
$633K -$65.1K -2,379 -9%
VFA
1645
Voya Financial Advisors
Connecticut
$632K +$469 +17 +0.1%
SCM
1646
Stevens Capital Management
Pennsylvania
$631K +$631K +23,056 New
LAM
1647
L2 Asset Management
Massachusetts
$630K -$132M -20,590 -100%
BIM
1648
Baldwin Investment Management
Pennsylvania
$627K -$32.9K -1,200 -5%
PBO
1649
Peoples Bank (Ohio)
Ohio
$626K -$59.2K -2,161 -9%
LJAC
1650
L.J. Altfest & Co
New York
$625K -$5.61K -205 -0.9%