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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 %
AWE
1701
Avidian Wealth Enterprises
Texas
$572K -$140K -5,101 -20%
PWSG
1702
Pacific Wealth Strategies Group
California
$571K +$571K +20,870 New
CIM
1703
Confluence Investment Management
Missouri
$569K -$3.04K -111 -0.5%
BFWA
1704
Benchmark Financial Wealth Advisors
Florida
$569K +$12.2K +447 +2%
NC
1705
NBW Capital
Massachusetts
$568K +$159K +5,812 +39%
FFP
1706
FourThought Financial Partners
Florida
$567K +$192 +7 +0%
ATC
1707
Adirondack Trust Company
New York
$567K +$5.2K +190 +0.9%
PWM
1708
PBMares Wealth Management
Virginia
$563K -$14.9K -544 -3%
PA
1709
PFW Advisors
Georgia
$563K
VCM
1710
Virtue Capital Management
Tennessee
$559K
VWMG
1711
Virginia Wealth Management Group
Virginia
$559K +$2.03K +74 +0.4%
GCA
1712
Guardian Capital Advisors
Ontario, Canada
$559K +$83.8K +3,102 +18%
CAM
1713
Cypress Asset Management
Texas
$558K -$36K -1,330 -6%
HCM
1714
Hall Capital Management
Rhode Island
$557K +$38.1K +1,390 +7%
BOS
1715
Bank of Stockton
California
$556K
PI
1716
Parkside Investments
Illinois
$554K -$637K -23,280 -54%
CAM
1717
Close Asset Management
United Kingdom
$553K -$4.16K -152 -0.7%
AFO
1718
Allie Family Office
Florida
$553K
AF
1719
Advisornet Financial
Minnesota
$552K -$55.5K -2,026 -9%
AIA
1720
AIMZ Investment Advisors
California
$552K -$8.21K -300 -1%
PWMG
1721
Provence Wealth Management Group
California
$550K +$60.3K +2,203 +12%
CIA
1722
Caerus Investment Advisors
Texas
$550K
NRC
1723
New Republic Capital
North Carolina
$550K +$36.4K +1,328 +7%
CWA
1724
Canvas Wealth Advisors
Kansas
$550K -$19.9K -758 -4%
BIA
1725
Bigelow Investment Advisors
Maine
$548K -$739 -27 -0.1%