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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 %
SIC
2051
Sigma Investment Counselors
Michigan
$329K -$9.58K -350 -3%
SWP
2052
Semus Wealth Partners
Florida
$329K +$2.41K +88 +0.7%
AFT
2053
Alpha Family Trust
California
$328K +$328K +11,970 New
TF
2054
Trek Financial
Arizona
$327K +$75.2K +2,748 +30%
GEA
2055
Glen Eagle Advisors
New Jersey
$326K +$6.63K +242 +2%
AF
2056
Apexium Financial
Texas
$326K -$19.4K -709 -6%
CCA
2057
Cottonwood Capital Advisors
Utah
$325K +$15.1K +551 +5%
JC
2058
JB Capital
Connecticut
$325K -$23.5K -857 -7%
BWCS
2059
Beirne Wealth Consulting Services
Connecticut
$324K
BLC
2060
Brown, Lisle/Cummings
Rhode Island
$324K +$383 +14 +0.1%
SFG
2061
Summit Financial Group
West Virginia
$323K
BWAM
2062
Boyd Watterson Asset Management
Ohio
$323K -$857K -31,305 -73%
DCM
2063
Donaldson Capital Management
Indiana
$323K -$75.4K -2,755 -19%
RWP
2064
Ridgecrest Wealth Partners
California
$322K -$13.1K -480 -4%
PAIM
2065
Punch & Associates Investment Management
Minnesota
$322K +$32.1K +1,171 +11%
CC
2066
Chicago Capital
Illinois
$322K
MC
2067
Middleton & Co
Massachusetts
$320K -$20.8K -760 -6%
VFP
2068
Verus Financial Partners
Virginia
$319K +$10.7K +400 +3%
RP
2069
Rice Partnership
Hawaii
$319K
ARC
2070
Advisor Resource Council
Texas
$319K -$3.64K -133 -1%
FW
2071
FirstPurpose Wealth
Utah
$319K +$8.76K +320 +3%
SIA
2072
SkyView Investment Advisors
New Jersey
$318K -$177K -6,487 -36%
HBW
2073
Hazlett, Burt & Watson
West Virginia
$318K
LC
2074
LCNB Corp
Ohio
$318K -$2.05K -75 -0.6%
PWMG
2075
Pinnacle Wealth Management Group
Michigan
$318K +$1.64K +60 +0.5%