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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 %
ACP
2251
Aveo Capital Partners
Colorado
$236K -$7.56K -276 -3%
PAG
2252
Paladin Advisory Group
Iowa
$236K -$27.5K -1,004 -10%
MCCA
2253
Mill Creek Capital Advisors
Pennsylvania
$235K -$198K -7,243 -46%
CWP
2254
CFM Wealth Partners
Texas
$235K -$4.82K -176 -2%
GWM
2255
GSB Wealth Management
Connecticut
$235K +$4.68K +171 +2%
HKIM
2256
Hayek Kallen Investment Management
Alabama
$234K +$3.31K +121 +1%
SSA
2257
Schonfeld Strategic Advisors
New York
$233K -$12M -439,171 -98%
PCM
2258
Pennsylvania Capital Management
Pennsylvania
$233K +$6.16K +225 +3%
JFGIW
2259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K -$46.5K -1,700 -17%
CBFP
2260
Cedar Brook Financial Partners
Ohio
$233K -$42K -1,535 -15%
SIMG
2261
Sonora Investment Management Group
Arizona
$232K -$1.18K -43 -0.5%
PCM
2262
Prelude Capital Management
New York
$232K -$220K -8,020 -49%
BA
2263
Bridge Advisory
California
$232K +$7.23K +264 +3%
RFM
2264
Royal Fund Management
Florida
$232K -$992K -36,231 -81%
LJCM
2265
Lee Johnson Capital Management
Texas
$232K
FWA
2266
FSM Wealth Advisors
Ohio
$231K -$65K -2,375 -22%
HC
2267
Hamilton Capital
Ohio
$231K -$52.8K -1,930 -19%
LCWP
2268
Legacy Capital Wealth Partners
Arkansas
$231K +$231K +8,432 New
FA
2269
Financial Advisors
Massachusetts
$230K -$8.21K -300 -3%
CW
2270
CIC Wealth
Maryland
$230K +$712 +26 +0.3%
KWM
2271
Kolinsky Wealth Management
New Jersey
$229K -$27K -987 -11%
FP
2272
Financial Perspectives
Minnesota
$229K +$58.5K +2,136 +34%
BAM
2273
Blueshift Asset Management
New Jersey
$229K -$33.9K -1,239 -13%
HW
2274
Hamilton Wealth
California
$229K +$229K +8,351 New
CTI
2275
Community Trust & Investment
Kentucky
$228K -$19.6K -716 -8%