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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 %
DWM
1801
Drive Wealth Management
Utah
$479K -$65.2K -2,380 -12%
CPSC
1802
Carl P. Sherr & Co
Massachusetts
$478K +$383 +14 +0.1%
FVWA
1803
Foster Victor Wealth Advisors
South Carolina
$478K -$8.94K -343 -2%
JSL
1804
JT Stratford LLC
Georgia
$475K -$266K -9,706 -36%
CVM
1805
Cheviot Value Management
California
$473K -$30.1K -1,098 -6%
KFP
1806
KMG Fiduciary Partners
Ohio
$473K -$5.61K -205 -1%
AWM
1807
AllSquare Wealth Management
New York
$471K -$12.3K -450 -3%
PCM
1808
Pointe Capital Management
Michigan
$470K +$1.89K +69 +0.4%
EFSCE
1809
Enterprise Financial Services Corp (EFSC)
Missouri
$470K -$15.4K -564 -3%
FC
1810
Forte Capital
New York
$469K +$96.2K +3,514 +26%
TL
1811
Tradewinds LLC
North Carolina
$469K -$8.57K -313 -2%
WA
1812
Wealthstar Advisors
Texas
$469K -$21.9K -800 -4%
KCM
1813
Kanawha Capital Management
Virginia
$469K +$13.7K +500 +3%
SJL
1814
Shayne & Jacobs LLC
Tennessee
$469K +$167K +6,114 +56%
YIA
1815
YHB Investment Advisors
Connecticut
$467K +$5.37K +196 +1%
DAM
1816
Delta Asset Management
Tennessee
$467K +$2.74K +100 +0.6%
EBT
1817
Enterprise Bank & Trust
Massachusetts
$466K -$67.5K -2,464 -13%
MFC
1818
Mechanics Financial Corp
Ohio
$466K +$48.6K +1,774 +12%
CIA
1819
Cladis Investment Advisory
Montana
$466K +$19.2K +702 +4%
WFA
1820
Websterrogers Financial Advisors
South Carolina
$466K +$2.88K +105 +0.6%
WFI
1821
West Family Investments
California
$464K +$464K +16,959 New
PWM
1822
Prentice Wealth Management
New York
$462K +$3.42K +125 +0.7%
AFAS
1823
Acorn Financial Advisory Services
Virginia
$461K -$9.17K -335 -2%
HI
1824
Harbour Investments
Wisconsin
$461K +$24.7K +901 +6%
CPRC
1825
Consolidated Portfolio Review Corp
New York
$461K -$13.4K -490 -3%