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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 %
NFG
2126
Nadler Financial Group
Illinois
$293K -$23K -841 -7%
TNA
2127
True North Advisors
Texas
$293K -$744K -27,161 -72%
OHWP
2128
Oak Harbor Wealth Partners
North Carolina
$292K
JSW
2129
Journey Strategic Wealth
New Jersey
$292K -$101K -3,687 -26%
ACM
2130
Alethea Capital Management
Washington
$290K +$219 +8 +0.1%
TNAM
2131
Terra Nova Asset Management
New York
$290K
JLBC
2132
J.L. Bainbridge & Co
Florida
$290K +$21.5K +785 +8%
SMA
2133
Seven Mile Advisory
New Jersey
$290K +$42.6K +1,557 +17%
PFA
2134
Pathway Financial Advisors
Vermont
$290K
AWC
2135
Adamsbrown Wealth Consultants
Kansas
$289K +$19.2K +701 +7%
BIA
2136
Barry Investment Advisors
Massachusetts
$289K -$53.1K -1,941 -16%
PCIG
2137
Partners Capital Investment Group
Massachusetts
$289K +$289K +10,547 New
FSA
2138
Financial Security Advisor
Virginia
$289K +$289K +10,546 New
C
2139
CEDRUS
Colorado
$289K +$3.04K +111 +1%
DJSG
2140
D.J. St. Germain
Massachusetts
$288K -$89.8K -3,280 -24%
MTWM
2141
Masso Torrence Wealth Management
New Jersey
$288K -$4.71K -172 -2%
BWG
2142
Beta Wealth Group
California
$288K +$16.6K +608 +6%
KCPG
2143
Kavar Capital Partners Group
Kansas
$287K -$90.1K -3,289 -24%
KWMG
2144
King Wealth Management Group
Florida
$287K -$466 -17 -0.2%
SAM
2145
Smithbridge Asset Management
Pennsylvania
$287K
LCGC
2146
Legacy Capital Group California
California
$286K -$2.93K -107 -1%
SFS
2147
Summit Financial Strategies
Ohio
$285K -$3.92K -143 -1%
TA
2148
Trellis Advisors
Washington
$285K +$1.26K +46 +0.4%
CWM
2149
Centric Wealth Management
Illinois
$284K +$20.9K +764 +8%
LCOV
2150
London Company of Virginia
Virginia
$283K -$422K -15,430 -60%