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Bank of America

2,483 hedge funds and large institutions have $292B invested in Bank of America in 2021 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 1,011 increasing their positions, 998 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,483
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
43.61%
Holding in Top 10
164
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.8%
% of All Funds
2.88%
New
141
Increased
1,011
Reduced
998
Closed
100
Calls
$5.35B
Puts
$7.95B
Net Calls
-$2.61B
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1676
BigSur Wealth Management
Florida
$711K
MFW
1677
Meristem Family Wealth
Minnesota
$711K +$711K +16,760 New
COCM
1678
Charter Oak Capital Management
New Hampshire
$710K -$24K -565 -3%
EWA
1679
Encompass Wealth Advisors
Oregon
$708K +$14.9K +352 +2%
EA
1680
Emerald Advisors
Washington
$706K +$14.3K +336 +2%
NICM
1681
Neo Ivy Capital Management
New York
$706K +$706K +29,716 New
AWE
1682
Avidian Wealth Enterprises
Texas
$700K +$30.7K +723 +5%
BWM
1683
Baystate Wealth Management
Massachusetts
$700K +$90.4K +2,131 +15%
YIA
1684
YHB Investment Advisors
Connecticut
$699K -$232K -5,465 -25%
MAWCM
1685
Mine & Arao Wealth Creation & Management
California
$699K -$21.1K -497 -3%
ISB
1686
Iowa State Bank
Iowa
$699K -$4.25K -100 -0.6%
HT
1687
HighTower Trust
Texas
$697K +$14.6K +344 +2%
NFG
1688
Nations Financial Group
Iowa
$694K +$211K +4,963 +44%
CST
1689
Charles Schwab Trust
Nevada
$691K +$27.1K +638 +4%
EFM
1690
E Fund Management
China
$691K +$691K +16,277 New
SIG
1691
Sky Investment Group
Connecticut
$690K
CS
1692
Capital Square
Tennessee
$689K +$215 +5 +0%
AWP
1693
Ascent Wealth Partners
New York
$685K +$18.6K +439 +3%
PCM
1694
Pointe Capital Management
Michigan
$684K +$3.4K +80 +0.5%
FBC
1695
Fairfield, Bush & Co
Connecticut
$684K +$4.25K +100 +0.6%
HWA
1696
HHM Wealth Advisors
Tennessee
$681K
ACM
1697
Alethea Capital Management
Washington
$680K -$21.3K -501 -3%
WC
1698
Whitney & Co
New York
$679K -$36.2K -852 -5%
SIC
1699
Shoker Investment Counsel
Ohio
$679K +$1.27K +30 +0.2%
CPWA
1700
Cerro Pacific Wealth Advisors
California
$677K -$15.1K -356 -2%