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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 %
HFRG
1676
Houlihan Financial Resource Group
Virginia
$599K +$599K +22,731 New
VA
1677
Valmark Advisers
Ohio
$599K -$22.9K -836 -4%
GCP
1678
Garda Capital Partners
Minnesota
$598K +$598K +21,854 New
MSAM
1679
Moloney Securities Asset Management
Missouri
$598K -$16.5K -601 -3%
HH
1680
Hilltop Holdings
Texas
$597K -$674K -24,632 -53%
WAM
1681
WNY Asset Management
New York
$597K +$108K +3,930 +22%
PGWM
1682
Parisi Gray Wealth Management
New Jersey
$594K -$423K -15,455 -42%
CA
1683
Crumly & Associates
Illinois
$593K -$6.96K -254 -1%
BDF
1684
Black Diamond Financial
Maryland
$592K -$45K -1,643 -7%
IWA
1685
Inspirion Wealth Advisors
Illinois
$590K -$5.48K -200 -0.9%
AFS
1686
Aft Forsyth & Sober
Florida
$587K
PTP
1687
Platform Technology Partners
New York
$586K +$143K +5,207 +32%
TTWM
1688
TCV Trust & Wealth Management
Virginia
$586K
PVI
1689
Pine Valley Investments
New Jersey
$583K +$13.7K +502 +2%
OWIM
1690
Old West Investment Management
California
$581K
VCAM
1691
Van Cleef Asset Management
Ohio
$581K -$71.2K -2,600 -11%
BWM
1692
Baystate Wealth Management
Massachusetts
$579K +$127K +4,634 +28%
LIA
1693
LBMC Investment Advisors
Tennessee
$578K +$5.34K +206 +0.9%
AA
1694
Advisory Alpha
Michigan
$577K -$153K -5,582 -21%
WDA
1695
Wendell David Associates
New Hampshire
$575K -$27.8K -1,017 -5%
JFA
1696
JNBA Financial Advisors
Minnesota
$575K +$1.29K +47 +0.2%
AFG
1697
Allegheny Financial Group
Pennsylvania
$574K +$8.43K +308 +1%
CB
1698
Community Bank
New York
$574K +$6.65K +243 +1%
NAS
1699
Nicolet Advisory Services
Wisconsin
$573K -$371K -14,286 -39%
CFG
1700
CKW Financial Group
Hawaii
$572K +$10.5K +382 +2%