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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 %
TIM
2026
Tortoise Investment Management
New York
$27K -$1.19K -50 -4%
DOA
2027
D'Orazio & Associates
Virginia
$27K +$1.41K +59 +6%
MS
2028
Marshall & Sullivan
Washington
$27K +$27K +1,133 New
SFG
2029
Sage Financial Group
Pennsylvania
$26K +$190 +8 +0.7%
FP
2030
Fiduciary Planning
Florida
$26K +$26K +1,098 New
PCC
2031
Park Circle Company
Maryland
$24K
ST
2032
Sageworth Trust
Pennsylvania
$23K +$20.5K +852 +819%
CFN
2033
Cordasco Financial Network
Florida
$22K -$240 -10 -1%
CH
2034
Canton Hathaway
Rhode Island
$22K
SAM
2035
Security Asset Management
New York
$22K +$22K +930 New
LWA
2036
Lowe Wealth Advisors
Maryland
$21K
AW
2037
Avion Wealth
Texas
$21K +$18.1K +767 +619%
FGA
2038
Fortis Group Advisors
New Jersey
$20K +$20K +840 New
IF
2039
Ironwood Financial
Arizona
$19K -$2.38K -100 -11%
CPA
2040
Cowen Prime Advisors
New York
$18K
MFT
2041
Moisand Fitzgerald Tamayo
Florida
$17K -$3.11K -131 -15%
EWM
2042
Elmwood Wealth Management
California
$17K
PP
2043
PrairieView Partners
Minnesota
$17K +$49 +2 +0.3%
AIA
2044
Arcadia Investment Advisors
Idaho
$16.9K +$16.9K +700 New
HWM
2045
HighMark Wealth Management
Minnesota
$16K -$2.03K -74 -11%
SSWG
2046
Seven Springs Wealth Group
Tennessee
$16K
PCTC
2047
Perkins Coie Trust Company
Washington
$15K
CWM
2048
Cranbrook Wealth Management
Michigan
$14K
BAMG
2049
Brand Asset Management Group
Missouri
$14K
CYG
2050
Clean Yield Group
Vermont
$13K