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Bank of America

2,834 hedge funds and large institutions have $191B invested in Bank of America in 2023 Q4 according to their latest regulatory filings, with 406 funds opening new positions, 917 increasing their positions, 1,273 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,834
Holders Change
+236
Holders Change %
+9.08%
% of All Funds
41.54%
Holding in Top 10
110
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+48.65%
% of All Funds
1.61%
New
406
Increased
917
Reduced
1,273
Closed
132
Calls
$5.79B
Puts
$8.34B
Net Calls
-$2.54B
Net Calls Change
-$996M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
2401
Affinity Capital Advisors
California
$254K -$8.62K -256 -3%
A
2402
AJOVista
Massachusetts
$253K +$253K +7,522 New
GPA
2403
Guerra Pan Advisors
New Jersey
$253K
SSWM
2404
Strait & Sound Wealth Management
California
$253K -$8.75K -275 -3%
CCM
2405
Chickasaw Capital Management
Tennessee
$253K -$14.2K -422 -5%
LPAM
2406
Lodestar Private Asset Management
California
$253K +$707 +21 +0.3%
BA
2407
Bristlecone Advisors
Washington
$253K +$303 +9 +0.1%
CTFG
2408
Capstone Triton Financial Group
Oklahoma
$253K +$253K +7,500 New
BSB
2409
Bangor Savings Bank
Maine
$252K -$5.05K -150 -2%
SOS
2410
Silver Oak Securities
Tennessee
$252K +$27.8K +826 +12%
BSA
2411
Bull Street Advisors
Georgia
$252K
VC
2412
Veery Capital
Delaware
$252K -$5.89K -175 -2%
WDG
2413
Wealth Dimensions Group
Ohio
$252K -$13.9K -414 -5%
APWA
2414
Atlas Private Wealth Advisors
New Jersey
$252K -$26.1K -776 -9%
CCWM
2415
Correct Capital Wealth Management
Missouri
$251K +$251K +7,459 New
AC
2416
Annandale Capital
Texas
$251K -$1.1M -32,707 -81%
SCM
2417
SKBA Capital Management
California
$251K -$20.5K -610 -8%
CFC
2418
Coyle Financial Counsel
Illinois
$251K +$2.02K +60 +0.8%
PS
2419
Planned Solutions
California
$250K +$250K +7,417 New
BWA
2420
Burt Wealth Advisors
Maryland
$250K
MPCA
2421
Madison Park Capital Advisors
Washington
$250K +$250K +7,413 New
ACP
2422
Aveo Capital Partners
Colorado
$249K -$40.7K -1,210 -14%
BFIM
2423
Beese Fulmer Investment Management
Ohio
$249K
MAA
2424
Matrix Asset Advisors
New York
$249K +$34 +1 +0%
WTFG
2425
Wells Trecaso Financial Group
Ohio
$249K +$236 +7 +0.1%