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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 %
FA
1651
FDx Advisors
Illinois
$624K -$829K -30,283 -57%
EFG
1652
Everhart Financial Group
Ohio
$624K +$20.2K +738 +3%
CFP
1653
Catalyst Financial Partners
Massachusetts
$624K +$108K +3,927 +21%
GPA
1654
Garrison Point Advisors
California
$622K -$9.56K -349 -2%
ST
1655
Sentinel Trust
Texas
$620K
EFH
1656
Eaton Financial Holdings
Florida
$619K +$6.35K +232 +1%
DCM
1657
Dimension Capital Management
Florida
$619K +$375K +14,421 +154%
EA
1658
Eudaimonia Advisors
Tennessee
$618K +$5.75K +210 +0.9%
CSA
1659
Cottage Street Advisors
Massachusetts
$614K -$3.31K -121 -0.5%
CWA
1660
Clearview Wealth Advisors
Oregon
$614K -$18.6K -679 -3%
AOI
1661
Auto-Owners Insurance
Michigan
$613K
RCM
1662
Raleigh Capital Management
North Carolina
$612K +$31.1K +1,135 +5%
OC
1663
Oakworth Capital
Alabama
$611K -$26.5K -969 -4%
WWP
1664
Waypoint Wealth Partners
California
$608K +$608K +22,215 New
MFGM
1665
Marshall Financial Group (Maryland)
Maryland
$608K +$74.6K +2,725 +14%
CM
1666
Capula Management
Cayman Islands
$608K +$275K +10,062 +83%
SL
1667
Summitry LLC
California
$607K +$7.58K +277 +1%
BAG
1668
Briggs Advisory Group
Rhode Island
$606K +$27 +1 +0%
WCA
1669
Westover Capital Advisors
Delaware
$606K -$628K -22,933 -51%
RWPA
1670
Richard W. Paul & Associates
Michigan
$604K +$36.8K +1,343 +6%
LWP
1671
LMG Wealth Partners
Louisiana
$603K +$9.99K +365 +2%
SMC
1672
Smith, Moore & Co
Missouri
$602K -$39.9K -1,456 -6%
CCWM
1673
Cassaday & Co Wealth Management
Virginia
$601K -$127K -4,641 -17%
WPA
1674
West Paces Advisors
Georgia
$600K -$22K -805 -4%
SGI
1675
Summit Global Investments
Utah
$599K +$90.7K +3,312 +18%