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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 %
MCM
1951
MV Capital Management
Maryland
$383K -$21.3K -778 -5%
SLG
1952
Stanley-Laman Group
Pennsylvania
$383K -$16.9K -618 -4%
TCMP
1953
Thrive Capital Management (Pennsylvania)
Pennsylvania
$383K +$12.6K +460 +3%
RA
1954
Rational Advisors
New York
$383K -$110K -4,012 -22%
BFC
1955
Bedel Financial Consulting
Indiana
$382K +$27.2K +995 +8%
WCM
1956
Weik Capital Management
Pennsylvania
$382K
OWM
1957
OneAscent Wealth Management
Alabama
$382K +$382K +13,949 New
CIC
1958
Crawford Investment Counsel
Georgia
$381K +$4K +146 +1%
TGAM
1959
TBH Global Asset Management
Tennessee
$381K +$548 +20 +0.1%
SWA
1960
SFMG Wealth Advisors
Texas
$380K +$41.3K +1,510 +12%
SWP
1961
Strategic Wealth Partners
Ohio
$379K +$60.5K +2,210 +19%
FMN
1962
Financial Management Network
California
$379K +$986 +38 +0.3%
FFG
1963
Frisch Financial Group
New York
$378K +$378K +13,821 New
ESCM
1964
Echo Street Capital Management
New York
$377K -$74.2K -2,710 -16%
NJBEST
1965
New Jersey Better Educational Savings Trust
New Jersey
$377K
LF
1966
Lantz Financial
Illinois
$375K -$3.64K -133 -1%
WJA
1967
Willis Johnson & Associates
Texas
$375K +$25.9K +947 +7%
AWA
1968
Amplius Wealth Advisors
Pennsylvania
$374K +$1.4K +51 +0.4%
WP
1969
WealthShield Partners
North Carolina
$374K -$4.11K -150 -1%
WP
1970
WealthPLAN Partners
Nebraska
$372K +$199K +7,271 +115%
BL
1971
Balentine LLC
Georgia
$371K +$18.8K +687 +5%
RCG
1972
Regatta Capital Group
California
$371K -$6.27K -229 -2%
NP
1973
Nilsine Partners
Colorado
$371K -$8.27K -302 -2%
PWP
1974
Private Wealth Partners
California
$370K -$1.4M -51,253 -79%
AA
1975
Addison Advisors
Vermont
$370K -$13.4K -491 -4%