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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 %
PCA
2151
Prosperity Capital Advisors
Ohio
$283K +$27.4K +1,000 +11%
GC
2152
Garde Capital
Washington
$283K +$3.42K +125 +1%
BDWCC
2153
B&D White Capital Company
Texas
$282K +$282K +10,300 New
SCG
2154
Sonata Capital Group
Washington
$282K -$68.4K -2,500 -20%
MCM
2155
Morton Capital Management
California
$282K
TPWM
2156
Twelve Points Wealth Management
Massachusetts
$281K -$76.4K -2,789 -21%
ICP
2157
Interchange Capital Partners
Pennsylvania
$281K -$76.9K -2,810 -22%
PFWA
2158
Paces Ferry Wealth Advisors
Georgia
$280K -$7.83K -286 -3%
JWM
2159
JGP Wealth Management
Oregon
$280K -$493 -18 -0.2%
AC
2160
Apella Capital
Connecticut
$280K +$7.47K +273 +3%
FBC
2161
Fairfield, Bush & Co
Connecticut
$279K -$274K -10,000 -50%
SBF
2162
Sara-Bay Financial
Florida
$279K +$27 +1 +0%
BRG
2163
Bay Rivers Group
Virginia
$279K +$47.2K +1,725 +20%
AFS
2164
Annapolis Financial Services
Maryland
$279K -$25.1K -918 -8%
TAM
2165
Townsend Asset Management
North Carolina
$278K -$32.9K -1,202 -11%
SPWM
2166
Schrum Private Wealth Management
Florida
$278K +$438 +16 +0.2%
ACM
2167
Allred Capital Management
Texas
$278K +$1.45K +53 +0.5%
RA
2168
Riversedge Advisors
Delaware
$276K +$1.84K +67 +0.7%
FAM
2169
Frontier Asset Management
Wyoming
$276K +$276K +10,090 New
AMCA
2170
Arthur M. Cohen & Associates
Illinois
$276K +$2.07K +77 +0.8%
HWA
2171
Heartwood Wealth Advisors
Virginia
$274K
BAM
2172
Brave Asset Management
New Jersey
$274K
TCB
2173
Texas Capital Bancshares
Texas
$274K +$5.15K +188 +2%
RWI
2174
Red Wave Investments
Pennsylvania
$274K
CCG
2175
Chatham Capital Group
Georgia
$273K