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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 %
ST
1901
Spinnaker Trust
Maine
$411K +$27.4K +1,000 +7%
WWM
1902
Wagner Wealth Management
South Carolina
$411K +$8.79K +321 +2%
SPA
1903
Sherbrooke Park Advisers
New York
$410K +$410K +14,977 New
FMP
1904
Financial Management Professionals
Texas
$410K -$6.16K -225 -1%
RWS
1905
Resolute Wealth Strategies
Mississippi
$409K +$1.29K +47 +0.3%
BFG
1906
Berger Financial Group
Minnesota
$408K +$26.9K +984 +7%
HAS
1907
HBW Advisory Services
California
$408K +$51.9K +1,893 +15%
FFA
1908
Farther Finance Advisors
California
$406K +$106K +3,855 +35%
TCM
1909
Towercrest Capital Management
Pennsylvania
$406K -$2K -73 -0.5%
TIA
1910
Tiemann Investment Advisors
California
$405K +$24.6K +900 +6%
SFA
1911
Semmax Financial Advisors
North Carolina
$404K +$404K +14,572 New
SFWA
1912
Summit Financial Wealth Advisors
Louisiana
$403K
CWM
1913
Cahaba Wealth Management
Georgia
$403K -$19.9K -726 -5%
1WM
1914
1900 Wealth Management
Texas
$402K +$402K +14,691 New
PCP
1915
Proficio Capital Partners
Massachusetts
$402K -$516K -18,837 -56%
OIA
1916
Optimum Investment Advisors
Illinois
$402K +$82 +3 +0%
NRI
1917
NFP Retirement Inc
California
$401K +$1.97K +72 +0.5%
CI
1918
Cavalier Investments
Georgia
$400K +$14.3K +524 +4%
FFG
1919
Fortem Financial Group
California
$399K -$40.8K -1,489 -9%
WFAG
1920
Wescott Financial Advisory Group
Pennsylvania
$398K -$32.9K -1,200 -8%
CIA
1921
Cape Investment Advisory
Georgia
$398K -$8.32K -304 -2%
BWA
1922
Brave Warrior Advisors
New York
$398K
ESB
1923
Essex Savings Bank
Connecticut
$397K -$2.3K -84 -0.6%
OPPS
1924
Obsidian Personal Planning Solutions
Maryland
$397K
LFA
1925
Landmark Financial Advisors
Kentucky
$396K -$19.4K -710 -5%