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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 %
MAA
2376
Matrix Asset Advisors
New York
$203K
WTFG
2377
Wells Trecaso Financial Group
Ohio
$202K +$192 +7 +0.1%
CFC
2378
Coyle Financial Counsel
Illinois
$202K +$202K +7,387 New
LAM
2379
Lifestyle Asset Management
Texas
$201K
SG
2380
Sharper & Granite
California
$201K
RRWA
2381
Rainey & Randall Wealth Advisors
Florida
$200K +$904 +33 +0.5%
VCM
2382
Versant Capital Management
Arizona
$198K +$4.03K +147 +2%
JMF
2383
Johnson Midwest Financial
Iowa
$195K
TFGT
2384
TS Financial Group (TSFG)
Illinois
$187K +$574 +21 +0.3%
HBT
2385
Hills Bank & Trust
Iowa
$186K -$4.93K -180 -3%
TWA
2386
Tandem Wealth Advisors
Arizona
$184K +$184K +6,734 New
SOS
2387
Silver Oak Securities
Tennessee
$182K -$42.5K -1,552 -19%
JGIA
2388
Jackson Grant Investment Advisers
Connecticut
$182K -$6.05K -221 -3%
HC
2389
Hoese & Co
Minnesota
$181K -$69.5K -2,540 -28%
GGI
2390
Godsey & Gibb Inc
Virginia
$178K +$55K +2,007 +45%
RL
2391
Rogco LP
Oklahoma
$176K +$176K +6,413 New
HFM
2392
Harvest Fund Management
China
$175K +$136K +4,966 +348%
JWA
2393
JFS Wealth Advisors
Pennsylvania
$174K +$6.85K +250 +4%
NFSG
2394
Newbridge Financial Services Group
Florida
$174K -$69.3K -2,532 -29%
PIA
2395
Powell Investment Advisors
Florida
$173K
PCFFS
2396
Pacific Center for Financial Services
California
$169K +$7.06K +258 +4%
UCB
2397
United Community Bank
South Carolina
$168K +$5.89K +215 +4%
JAM
2398
JCIC Asset Management
Ontario, Canada
$165K -$3.7K -135 -2%
AWM
2399
Abound Wealth Management
Tennessee
$164K -$323K -11,781 -66%
PMFA
2400
Plante Moran Financial Advisors
Michigan
$161K -$192 -7 -0.1%