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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 %
WC
1726
Westhampton Capital
North Carolina
$548K +$41.1K +1,500 +8%
BCM
1727
BTC Capital Management
Iowa
$548K
DDC
1728
DF Dent & Co
Maryland
$543K -$1.37K -50 -0.3%
LAIC
1729
Lederer & Associates Investment Counsel
California
$542K
VDI
1730
Vaughan David Investments
Illinois
$542K +$4.93K +180 +0.9%
ANBT
1731
American National Bank & Trust
Texas
$542K -$8.87K -324 -2%
HCMG
1732
Howard Capital Management Group
California
$542K -$15.1K -550 -3%
CSC
1733
Caldwell Sutter Capital
California
$541K -$11.2K -408 -2%
OPA
1734
Old Port Advisors
Maine
$540K +$540K +19,726 New
VIM
1735
VELA Investment Management
Ohio
$540K +$175K +6,375 +48%
1WA
1736
180 Wealth Advisors
Washington
$537K -$68.1K -2,489 -11%
WAM
1737
Wakefield Asset Management
Colorado
$536K -$51.2K -1,871 -9%
CWM
1738
Curi Wealth Management
North Carolina
$535K -$178K -6,503 -25%
LCM
1739
Leisure Capital Management
California
$534K -$12.3K -451 -2%
KA
1740
Kearns & Associates
California
$534K
MCP
1741
Mirador Capital Partners
California
$533K -$1.87M -68,130 -78%
CIAS
1742
CFS Investment Advisory Services
New Jersey
$532K +$532K +19,443 New
CWP
1743
Cyndeo Wealth Partners
Florida
$531K -$5.56K -203 -1%
WA
1744
Wealth Alliance
New York
$530K +$69.7K +2,545 +15%
RMCM
1745
Reynders McVeigh Capital Management
Massachusetts
$529K +$331K +12,101 +167%
WFAG
1746
Worth Financial Advisory Group
North Carolina
$529K -$15K -549 -3%
TP
1747
Tranquility Partners
Tennessee
$528K +$34.5K +1,260 +7%
IRC
1748
Investors Research Corp
Georgia
$528K -$9.75K -356 -2%
AMBIA
1749
Allen Mooney & Barnes Investment Advisors
Georgia
$527K +$80.1K +2,924 +18%
LWM
1750
Liberty Wealth Management
California
$527K -$11.1K -405 -2%