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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 %
LJHT
2326
Laurie J. Hall Trustee
$217K
FA
2327
Fermata Advisors
California
$217K +$217K +7,922 New
RCA
2328
Resonant Capital Advisors
Wisconsin
$217K +$217K +7,914 New
VCP
2329
Vista Capital Partners
Oregon
$216K -$51.3K -1,875 -19%
GHA
2330
GW Henssler & Associates
Georgia
$216K +$7.23K +264 +3%
WDG
2331
Wealth Dimensions Group
Ohio
$216K +$216K +7,885 New
CAL
2332
Capital Advisors Ltd
Ohio
$215K +$14.3K +524 +7%
CCT
2333
Chemung Canal Trust
New York
$215K +$215K +7,847 New
KCM
2334
KRS Capital Management
Michigan
$215K +$187K +48,904 +687%
WAS
2335
WESPAC Advisors SoCal
California
$214K -$5.35M -195,492 -96%
MAG
2336
Mayfair Advisory Group
Alabama
$214K -$15.3K -568 -7%
DWP
2337
Destiny Wealth Partners
Florida
$214K +$214K +7,815 New
MIM
2338
Moseley Investment Management
Florida
$214K -$35K -1,277 -14%
BIA
2339
BHK Investment Advisors
Alabama
$214K -$173K -6,333 -45%
ACA
2340
Affinity Capital Advisors
California
$214K -$8.38K -306 -4%
LNWTC
2341
Laird Norton Wetherby Trust Company
Washington
$213K -$2.74K -100 -1%
HPCM
2342
Hunter Perkins Capital Management
Illinois
$213K -$102K -3,720 -32%
MAWA
2343
Moss Adams Wealth Advisors
Washington
$212K -$958 -35 -0.5%
WA
2344
WP Advisors
California
$212K +$1.59K +58 +0.8%
SCM
2345
Spreng Capital Management
Ohio
$211K -$63.7K -2,325 -23%
BWM
2346
BNC Wealth Management
Oregon
$210K -$26.5K -967 -11%
IAP
2347
Indie Asset Partners
Indiana
$210K +$1.86K +68 +0.9%
KFS
2348
Kaizen Financial Strategies
California
$210K -$5.48K -200 -3%
FBT
2349
First Bank & Trust
South Dakota
$210K -$46.2K -1,686 -18%
VC
2350
Veery Capital
Delaware
$209K -$274 -10 -0.1%