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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 %
SWA
1751
SOA Wealth Advisors
New York
$526K +$575 +21 +0.1%
SFP
1752
Sweet Financial Partners
Minnesota
$525K +$6.85K +250 +1%
AWM
1753
Aprio Wealth Management
Georgia
$525K -$56.3K -2,058 -10%
NFA
1754
Northern Financial Advisors
Michigan
$524K -$15.7K -573 -3%
CCA
1755
Childress Capital Advisors
Texas
$524K +$524K +18,934 New
MSWM
1756
McGlone Suttner Wealth Management
Wisconsin
$524K +$10.6K +388 +2%
AWM
1757
Accel Wealth Management
Iowa
$523K -$25.7K -940 -5%
SAM
1758
Summit Asset Management
Tennessee
$522K +$82.2K +3,001 +19%
SW
1759
SlateStone Wealth
Florida
$520K -$6.81K -249 -1%
CWM
1760
C2C Wealth Management
Arizona
$517K -$133K -5,000 -20%
MSA
1761
Marino Stram & Associates
Massachusetts
$517K -$33.3K -1,216 -6%
Fuller & Thaler Asset Management
1762
Fuller & Thaler Asset Management
California
$515K +$25.1K +916 +5%
DDPIC
1763
Deroy & Devereaux Private Investment Counsel
Michigan
$515K
WCM
1764
Whitener Capital Management
North Carolina
$515K +$6.6K +241 +1%
BW
1765
BIP Wealth
Georgia
$515K +$55.7K +2,034 +12%
FCMC
1766
Founders Capital Management (Connecticut)
Connecticut
$514K -$4.3K -157 -0.8%
TC
1767
TAGStone Capital
North Carolina
$514K +$3.72K +136 +0.7%
SCA
1768
STALEY CAPITAL ADVISERS
Pennsylvania
$514K -$9.09K -332 -2%
JFL
1769
Jarislowsky, Fraser Ltd
Quebec, Canada
$512K +$2.33K +85 +0.5%
WW
1770
Waterfront Wealth
Kansas
$512K -$5.81K -227 -1%
POIA
1771
Pin Oak Investment Advisors
Texas
$511K
GAM
1772
Grandview Asset Management
Pennsylvania
$510K +$510K +18,625 New
KP
1773
Keel Point
Alabama
$506K -$26.1K -955 -5%
CCIA
1774
Cherry Creek Investment Advisors
Colorado
$504K +$4.35K +159 +0.9%
BSI
1775
Bennett Selby Investments
Maine
$502K -$8.73K -319 -2%