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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 %
SMH
2201
Sanders Morris Harris
Texas
$263K -$4.33K -158 -2%
TCM
2202
Triumph Capital Management
Colorado
$263K -$267K -9,672 -50%
ATWA
2203
Arbor Trust Wealth Advisors
Michigan
$262K -$4.38K -160 -2%
HAG
2204
HF Advisory Group
Maryland
$262K +$262K +9,336 New
EWM
2205
Executive Wealth Management
Michigan
$260K +$32.7K +1,195 +14%
CCM
2206
Carlson Capital Management
Minnesota
$260K -$2.88K -105 -1%
OWP
2207
Obermeyer Wealth Partners
Colorado
$259K -$50.9K -1,860 -16%
TWM
2208
Thrive Wealth Management
Pennsylvania
$259K +$12.9K +471 +5%
CPSAC
2209
Chas P. Smith & Associates (CPS)
Florida
$258K -$65K -2,376 -20%
BWFA
2210
Baltimore-Washington Financial Advisors
Maryland
$258K +$258K +9,420 New
CPA
2211
Capital Planning Advisors
California
$257K -$72.1K -2,635 -22%
GM
2212
GeoWealth Management
Illinois
$257K +$3.74K +137 +1%
SAF
2213
Smith Anglin Financial
Texas
$257K -$25.2K -922 -9%
CC
2214
Centiva Capital
New York
$256K -$565K -20,651 -69%
OWA
2215
One Wealth Advisors
California
$254K -$575 -21 -0.2%
PA
2216
Perennial Advisors
New York
$254K -$30.9K -1,130 -11%
MHR
2217
Matthew Hamilton Rosenberg
$253K +$13.5K +493 +6%
TA
2218
TrueWealth Advisors
Alabama
$253K -$5.28K -193 -2%
SPP
2219
Single Point Partners
Massachusetts
$253K +$253K +9,234 New
UFA
2220
US Financial Advisors
Massachusetts
$253K
MSE
2221
MUFG Securities EMEA
United Kingdom
$253K -$351K -12,806 -58%
CAC
2222
Certified Advisory Corp
Florida
$252K -$10.2K -371 -4%
BST
2223
Bath Savings Trust
Maine
$251K -$4.93K -180 -2%
HCA
2224
Hyperion Capital Advisors
New York
$249K
WFA
2225
Wellspring Financial Advisors
Ohio
$248K +$248K +9,075 New