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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 %
BOSSRA
2276
B.O.S.S. Retirement Advisors
Utah
$227K -$4.08K -149 -2%
DIP
2277
DT Investment Partners
Pennsylvania
$227K
TBWA
2278
Three Bridge Wealth Advisors
California
$227K
TA
2279
Townsend & Associates
Colorado
$227K
ONSWM
2280
Old North State Wealth Management
North Carolina
$227K +$1.97K +72 +0.9%
CIG
2281
Cascade Investment Group
Colorado
$226K
KA
2282
Kozak & Associates
Colorado
$226K -$11.7K -450 -5%
APWA
2283
Atlas Private Wealth Advisors
New Jersey
$226K
KA
2284
Kure Advisory
Minnesota
$226K +$226K +8,242 New
SSWM
2285
Strait & Sound Wealth Management
California
$225K +$225K +8,233 New
BAM
2286
Bellevue Asset Management
Washington
$225K +$110 +4 +0%
CFG
2287
Carr Financial Group
Massachusetts
$225K -$36.8K -1,295 -14%
NCM
2288
Narwhal Capital Management
Georgia
$224K -$16.8K -613 -7%
MFGP
2289
Marshall Financial Group (Pennsylvania)
Pennsylvania
$224K +$1.62K +59 +0.7%
SP
2290
Successful Portfolios
Florida
$224K +$164 +6 +0.1%
AA
2291
Auxano Advisors
Washington
$224K +$3.78K +138 +2%
EWM
2292
EPG Wealth Management
Georgia
$224K -$3.09K -113 -1%
AFP
2293
Alpha Financial Partners
Kentucky
$224K -$105K -3,826 -32%
MGWM
2294
Marks Group Wealth Management
Minnesota
$223K +$223K +8,161 New
HIM
2295
Hillsdale Investment Management
Ontario, Canada
$223K +$151K +5,520 +209%
CA
2296
Centerpoint Advisors
Massachusetts
$223K -$9.02K -330 -4%
Financial Engines Advisors
2297
Financial Engines Advisors
California
$222K +$222K +8,085 New
UBV
2298
United Bank (Virginia)
Virginia
$222K -$7.09K -259 -3%
NWA
2299
Navis Wealth Advisors
New York
$222K
HA
2300
HFG Advisors
Ohio
$222K +$6.41K +234 +3%