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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 %
DIM
2176
Delta Investment Management
California
$272K
MWP
2177
Madison Wealth Partners
Wisconsin
$271K -$10.2K -374 -4%
SIA
2178
Sage Investment Advisers
New York
$271K +$13.8K +504 +5%
SWMP
2179
Signature Wealth Management Partners
New Jersey
$270K
WPW
2180
Watershed Private Wealth
Illinois
$270K +$270K +9,864 New
KA
2181
Klingman & Associates
New York
$270K +$2.49K +91 +0.9%
VST
2182
Van Strum & Towne
California
$269K
WP
2183
WMS Partners
Maryland
$268K -$16K -585 -6%
CBT
2184
CoreFirst Bank & Trust
Kansas
$268K +$45K +1,645 +20%
EWM
2185
Evermay Wealth Management
Virginia
$267K -$4.71K -172 -2%
OL
2186
Optas LLC
Texas
$267K -$652K -23,827 -71%
LIG
2187
Lokken Investment Group
Delaware
$267K
CA
2188
CGN Advisors
Kansas
$267K +$5.09K +186 +2%
BBW
2189
Blue Barn Wealth
Utah
$267K +$5.37K +196 +2%
FSA
2190
Franklin Street Advisors
North Carolina
$266K -$15.2K -555 -5%
KFSC
2191
Keystone Financial Services (Colorado)
Colorado
$265K -$12.6K -461 -5%
EAM
2192
Erste Asset Management
Austria
$265K -$8.51M -310,895 -97%
NQWM
2193
Northwest Quadrant Wealth Management
Oregon
$265K +$3.97K +145 +2%
NEPPG
2194
New England Professional Planning Group
Rhode Island
$265K
ISB
2195
Iowa State Bank
Iowa
$265K -$2.46K -90 -0.9%
RPWA
2196
Regent Peak Wealth Advisors
Georgia
$265K +$36.2K +1,322 +16%
CRWM
2197
Castle Rock Wealth Management
California
$264K -$1.14K -44 -0.4%
CWA
2198
Consilium Wealth Advisory
Texas
$264K
JC
2199
Jacobs & Co
California
$263K -$37K -1,356 -12%
AIIMS
2200
Analyst IMS Investment Management Services
Israel
$263K +$7.57K +274 +3%