BAC icon

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 %
SIM
1826
SSI Investment Management
California
$460K -$3.97K -145 -0.9%
ABLA
1827
Alan B. Lancz & Associates
Ohio
$459K
GA
1828
Geller Advisors
New York
$459K -$48.5K -1,772 -10%
BWM
1829
Blossom Wealth Management
California
$459K +$6.9K +252 +2%
SCM
1830
Spring Capital Management
Texas
$458K
HNWAG
1831
High Net Worth Advisory Group
Florida
$458K -$125K -4,561 -21%
GC
1832
Gilbert & Cook
Iowa
$458K +$36.1K +1,318 +9%
SMWM
1833
Silvia McColl Wealth Management
California
$458K
GC
1834
Gratus Capital
Georgia
$457K +$77.9K +2,846 +21%
AWAP
1835
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$457K -$3.2K -117 -0.7%
WAOTB
1836
Wealth Advisors of Tampa Bay
Florida
$453K +$194K +7,070 +75%
BCA
1837
Bay Colony Advisors
Massachusetts
$452K -$20.3K -742 -4%
KFI
1838
Key Financial Inc
Pennsylvania
$452K -$17.6K -642 -4%
VCP
1839
Verus Capital Partners
Arizona
$451K +$20.2K +736 +5%
OFW
1840
Omnia Family Wealth
Florida
$451K +$246 +9 +0.1%
LWM
1841
Laidlaw Wealth Management
New York
$451K -$768K -28,053 -63%
AC
1842
ASB Consultores
Florida
$450K +$179K +6,522 +66%
BAG
1843
Bridgewealth Advisory Group
California
$450K +$1.67K +61 +0.4%
SIA
1844
Soltis Investment Advisors
Utah
$449K -$134K -4,897 -23%
PWP
1845
Perfromance Wealth Partners
Illinois
$448K -$90.4K -3,301 -17%
PP
1846
Patron Partners
Texas
$448K -$7.48K -273 -2%
ORC
1847
O'Rourke & Company
Massachusetts
$447K -$74K -2,705 -14%
UCMOK
1848
United Capital Management of KS
Kansas
$446K +$53.1K +1,940 +14%
IGWM
1849
ICA Group Wealth Management
Colorado
$445K +$121K +4,433 +37%
BWM
1850
BigSur Wealth Management
Florida
$445K