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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 %
CG
1976
CFO4Life Group
Texas
$370K -$1.92K -70 -0.5%
KFP
1977
KB Financial Partners
New Jersey
$369K +$8.44K +225 +2%
APW
1978
Austin Private Wealth
Texas
$369K +$23.2K +849 +7%
BDFN
1979
Bond & Devick Financial Network
Minnesota
$369K
IF
1980
Integrity Financial
Wyoming
$366K +$520 +19 +0.1%
VAFP
1981
Vahanian & Associates Financial Planning
New York
$365K
BT
1982
Brandywine Trust
Delaware
$365K
KW
1983
KWB Wealth
California
$365K -$47.6K -1,659 -12%
Aristotle Capital Management
1984
Aristotle Capital Management
California
$364K
OFS
1985
OneAscent Financial Services
Alabama
$364K +$364K +13,295 New
GWP
1986
Gateway Wealth Partners
Wisconsin
$363K +$14.5K +530 +4%
AWM
1987
Angeles Wealth Management
California
$362K +$107K +3,919 +42%
FA
1988
Fiducient Advisors
Illinois
$362K +$362K +13,215 New
CIM
1989
Chapman Investment Management
California
$361K +$27.4K +1,002 +8%
FDS
1990
Freedom Day Solutions
Texas
$361K -$12.4K -454 -3%
SL
1991
Salomon & Ludwin
Virginia
$360K -$24.3K -889 -6%
PBT
1992
Pictet Bank & Trust
Bahamas
$360K
AP
1993
Atwood & Palmer
Missouri
$357K
RWP
1994
Revolve Wealth Partners
New Jersey
$356K +$90.7K +3,313 +34%
EL
1995
EMFO LLC
Florida
$356K
EWS
1996
Evergreen Wealth Solutions
Pennsylvania
$356K +$23.4K +855 +7%
WAG
1997
Wallace Advisory Group
California
$356K +$36.8K +1,284 +12%
ZIMP
1998
Zimmermann Investment Management & Planning
Pennsylvania
$355K +$355K +12,960 New
CG
1999
Clarus Group
Texas
$354K -$1.56K -57 -0.4%
PPP
2000
Private Portfolio Partners
New Jersey
$352K -$16.6K -607 -5%