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Bank of America

2,081 hedge funds and large institutions have $144B invested in Bank of America in 2020 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 842 increasing their positions, 891 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,081
Holders Change
-46
Holders Change %
-2.16%
% of All Funds
42.1%
Holding in Top 10
96
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.03%
% of All Funds
1.94%
New
117
Increased
842
Reduced
891
Closed
137
Calls
$3.78B
Puts
$4.79B
Net Calls
-$1.02B
Net Calls Change
+$607M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
2001
Semmax Financial Advisors
North Carolina
$48K +$290 +12 +0.6%
CFD
2002
Creative Financial Designs
Indiana
$47K -$262K -10,908 -85%
LFG
2003
Larson Financial Group
Missouri
$45K -$26K -1,070 -37%
SA
2004
SRH Advisors
Kansas
$45K
FCM
2005
Firestone Capital Management
Florida
$43K
BEI
2006
Benjamin Edwards Inc
Missouri
$42K +$42K +1,746 New
CQS
2007
Credential Qtrade Securities
$40.6K
FFC
2008
First Financial Corp
Indiana
$40K -$15.1K -623 -27%
FRA
2009
Front Row Advisors
California
$40K +$12.1K +418 +43%
Loomis, Sayles & Company
2010
Loomis, Sayles & Company
Massachusetts
$39K -$29.6K -1,224 -43%
CFFP
2011
Center for Financial Planning
Michigan
$39K +$11.6K +480 +42%
FPFS
2012
First Personal Financial Services
North Carolina
$36K
CPW
2013
Catalyst Private Wealth
California
$36K +$36K +1,500 New
PWM
2014
Provident Wealth Management
Tennessee
$35K +$35K +1,457 New
RBC
2015
Roble Belko & Company
Pennsylvania
$34K
SFPG
2016
Stonebridge Financial Planning Group
Florida
$34K +$24 +1 +0.1%
VLKIM
2017
Van Lanschot Kempen Investment Management
Netherlands
$34K +$9.15K +375 +37%
CA
2018
Crewe Advisors
Utah
$33K +$25.9K +1,090 +363%
BC
2019
Barnett & Company
Tennessee
$32K
MIP
2020
Mondrian Investment Partners
United Kingdom
$31K
AA
2021
AlphaMark Advisors
Kentucky
$31K +$49 +2 +0.2%
KCM
2022
Kathmere Capital Management
Pennsylvania
$31K +$31K +1,275 New
LAS
2023
Lloyd Advisory Services
Georgia
$30K -$11.7K -483 -28%
CWA
2024
Core Wealth Advisors
Florida
$29K +$24 +1 +0.1%
FMTCOCP
2025
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K