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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 %
JCM
2101
Jag Capital Management
Missouri
$307K -$5.31K -194 -2%
CWS
2102
Cypress Wealth Services
California
$307K +$3.2K +117 +1%
CAM
2103
Campion Asset Management
Virginia
$307K
CCA
2104
Column Capital Advisors
Indiana
$306K -$7.15K -261 -2%
SAA
2105
Southeast Asset Advisors
Georgia
$306K +$16.6K +608 +6%
IA
2106
Insight Advisors
Pennsylvania
$305K -$88.6K -3,237 -22%
BWP
2107
Balboa Wealth Partners
Arizona
$305K -$67.1K -2,452 -18%
BOPW
2108
Brandywine Oak Private Wealth
Pennsylvania
$303K -$445K -16,254 -60%
SFB
2109
STAR Financial Bank
Indiana
$302K -$27.4K -1,000 -8%
CC
2110
Constitution Capital
Connecticut
$301K -$115K -4,198 -28%
WAM
2111
WFA Asset Management
Wisconsin
$301K -$2.46K -90 -0.8%
TFA
2112
Toth Financial Advisory
Virginia
$301K +$164 +6 +0.1%
AAS
2113
Annex Advisory Services
Wisconsin
$300K +$73.8K +2,697 +33%
IWP
2114
Invenio Wealth Partners
Florida
$299K +$12.6K +460 +4%
CAM
2115
Cozad Asset Management
Illinois
$299K +$54.8K +2,000 +22%
KIA
2116
Kraematon Investment Advisors
Massachusetts
$298K +$2.36K +86 +0.8%
D
2117
Diversified
Delaware
$297K +$68.5K +2,501 +30%
TWM
2118
Tanager Wealth Management
United Kingdom
$296K -$1.81K -66 -0.6%
RCA
2119
Ranch Capital Advisors
Florida
$296K -$8.63K -315 -3%
FC
2120
Financial Council
Maryland
$296K +$219 +8 +0.1%
CM
2121
Cornerstone Management
Georgia
$296K
PF
2122
Prosperitas Financial
California
$295K +$295K +10,789 New
MPIA
2123
Mountain Pacific Investment Advisers
Idaho
$295K -$24.6K -900 -8%
OFS
2124
Oldfather Financial Services
Nebraska
$295K
EFM
2125
E Fund Management
China
$295K -$21.6K -790 -7%