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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 %
GAG
2001
Goodman Advisory Group
Massachusetts
$352K -$4.97M -181,344 -93%
GAM
2002
Gemmer Asset Management
California
$351K +$8.98K +328 +3%
GPA
2003
Guidance Point Advisors
Massachusetts
$351K +$11.6K +424 +3%
WIP
2004
WealthCare Investment Partners
Rhode Island
$351K +$1.82K +68 +0.5%
OCM
2005
Orleans Capital Management
Louisiana
$351K
EA
2006
Ergawealth Advisors
Illinois
$350K
AFG
2007
Albion Financial Group
Utah
$349K -$1.1K -40 -0.3%
AF
2008
Alerus Financial
North Dakota
$348K -$17.3K -632 -5%
TFA
2009
Triad Financial Advisors
North Carolina
$348K +$94.7K +3,458 +37%
OA
2010
Oxbow Advisors
Texas
$348K
KIG
2011
Kowal Investment Group
Wisconsin
$347K +$10.6K +387 +3%
KFA
2012
Kapstone Financial Advisors
Ohio
$346K +$13.7K +500 +4%
CW
2013
Channel Wealth
California
$345K +$105K +3,846 +44%
HWM
2014
Hemington Wealth Management
Virginia
$345K -$23.8K -870 -6%
LFP
2015
Lakeshore Financial Planning
Michigan
$345K +$345K +12,595 New
ACM
2016
Arcataur Capital Management
Wisconsin
$345K
CCFCSB
2017
Cape Cod Five Cents Savings Bank
Massachusetts
$345K +$345K +12,588 New
P
2018
&Partners
Tennessee
$344K -$15.3K -559 -4%
RIG
2019
RiverFront Investment Group
Virginia
$344K +$49.3K +1,800 +17%
CIM
2020
CIM Investment Management
Pennsylvania
$344K -$7.34K -268 -2%
TFCP
2021
Twin Focus Capital Partners
Massachusetts
$343K -$217K -7,932 -39%
V
2022
VeraBank
Texas
$342K
FPCP
2023
Fort Point Capital Partners
California
$342K +$20.9K +765 +7%
GM
2024
Granger Management
New York
$342K +$7.39K +270 +2%
TWM
2025
Tradition Wealth Management
Minnesota
$340K +$822 +30 +0.2%