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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 %
PMG
1851
Private Management Group
California
$445K +$19.8K +722 +5%
BWA
1852
Blodgett Wealth Advisors
California
$444K -$8.21K -300 -2%
AC
1853
Addison Capital
Pennsylvania
$443K -$26.2K -958 -6%
SIG
1854
Sky Investment Group
Connecticut
$443K
JHP
1855
James Hambro & Partners
United Kingdom
$442K -$34.7K -1,266 -7%
SN
1856
Sittner & Nelson
Oregon
$442K -$438 -16 -0.1%
SWM
1857
Selective Wealth Management
Virginia
$441K -$20.9K -806 -5%
AIC
1858
Archer Investment Corporation
Indiana
$441K +$5.75K +210 +1%
AWP
1859
Ascent Wealth Partners
New York
$440K +$23.8K +869 +6%
HWA
1860
HHM Wealth Advisors
Tennessee
$440K +$2.27K +83 +0.5%
MAM
1861
Meeder Asset Management
Ohio
$440K -$8.08K -295 -2%
WAS
1862
Wealth Advisory Solutions
Indiana
$440K +$114K +4,175 +35%
KBC
1863
Key Bridge Compliance
$440K +$440K +16,063 New
WIM
1864
WealthPlan Investment Management
Nebraska
$439K +$433K +15,815 +7,288%
MW
1865
MBL Wealth
North Carolina
$438K +$13.6K +495 +3%
CNBTD
1866
Citizens National Bank Trust Department
Mississippi
$438K
KC
1867
Kenfarb & Co
Kentucky
$438K
TIA
1868
Traphagen Investment Advisors
New Jersey
$438K +$219 +8 +0.1%
HIP
1869
HUB Investment Partners
Texas
$437K +$78.1K +2,854 +22%
WA
1870
WealthTrust Axiom
Pennsylvania
$436K
FCFC
1871
First Citizens Financial Corp
Iowa
$435K -$13.7K -500 -3%
PWAC
1872
Private Wealth Advisors (California)
California
$434K
TPWA
1873
TRUE Private Wealth Advisors
Oregon
$433K -$2.41M -87,843 -85%
MAWCM
1874
Mine & Arao Wealth Creation & Management
California
$433K +$1.86K +68 +0.4%
CAM
1875
Cidel Asset Management
Ontario, Canada
$431K +$2.74K +100 +0.6%