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Bank of America

2,483 hedge funds and large institutions have $292B invested in Bank of America in 2021 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 1,011 increasing their positions, 998 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,483
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
43.61%
Holding in Top 10
164
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.8%
% of All Funds
2.88%
New
141
Increased
1,011
Reduced
998
Closed
100
Calls
$5.35B
Puts
$7.95B
Net Calls
-$2.61B
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
1976
JGP Wealth Management
Oregon
$400K +$212 +5 +0.1%
TF
1977
TimeScale Financial
Massachusetts
$395K -$16.8K -395 -4%
VFP
1978
Verus Financial Partners
Virginia
$393K -$26.2K -567 -6%
LBD
1979
Landsberg Bennett & Dubbaneh
Florida
$392K +$906 +21 +0.2%
CWP
1980
Concord Wealth Partners
Virginia
$391K -$459K -10,806 -54%
SMA
1981
Sage Mountain Advisors
Georgia
$390K -$3.23K -76 -0.8%
PHAM
1982
Palisades Hudson Asset Management
Florida
$390K
AWMG
1983
Alliance Wealth Management Group
New Jersey
$390K +$4.25K +100 +1%
OBWG
1984
Onyx Bridge Wealth Group
New York
$390K +$13.5K +291 +4%
CG
1985
Corundum Group
Colorado
$390K +$22.5K +529 +6%
UAS
1986
United Asset Strategies
New York
$389K +$16.4K +387 +4%
FWCM
1987
Ferguson Wellman Capital Management
Oregon
$387K -$16K -377 -4%
PIP
1988
Peachtree Investment Partners
Florida
$387K +$1.82K +43 +0.5%
RTS
1989
Round Table Services
New Jersey
$386K +$59.7K +1,408 +18%
MWPCG
1990
Measured Wealth Private Client Group
New Hampshire
$385K -$263K -6,201 -41%
BAM
1991
Bellevue Asset Management
Washington
$385K
MCM
1992
MV Capital Management
Maryland
$385K +$115K +2,719 +43%
SMC
1993
Smith, Moore & Co
Missouri
$384K +$14.5K +341 +4%
Financial Engines Advisors
1994
Financial Engines Advisors
California
$384K +$384K +9,063 New
ACM
1995
Allred Capital Management
Texas
$383K -$891 -21 -0.2%
GKWIM
1996
Gerber Kawasaki Wealth & Investment Management
California
$382K +$6.11K +144 +2%
MG
1997
Mather Group
Illinois
$381K -$127 -3 -0%
BFIM
1998
Beese Fulmer Investment Management
Ohio
$381K +$42.5K +1,000 +13%
SVCP
1999
Silicon Valley Capital Partners
California
$381K +$44.3K +1,043 +13%
AIL
2000
AGF Investments LLC
Ontario, Canada
$380K -$31.5K -742 -8%