BAC icon

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 %
KFS
2426
Kelly Financial Services
Massachusetts
$126K +$411 +15 +0.3%
ITFISA
2427
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$125K +$125K +4,570 New
RDFA
2428
Ritter Daniher Financial Advisory
Ohio
$125K -$13.7K -500 -10%
CA
2429
Crewe Advisors
Utah
$124K +$60.3K +2,201 +95%
WPWM
2430
Western Pacific Wealth Management
Illinois
$124K +$68.2K +2,491 +123%
CFFP
2431
Center for Financial Planning
Michigan
$122K +$30.4K +1,110 +33%
RFA
2432
Resurgent Financial Advisors
Georgia
$120K -$33.1K -1,210 -22%
RFG
2433
RFP Financial Group
Georgia
$119K -$685 -25 -0.6%
RG
2434
Retirement Group
California
$118K -$2.14K -78 -2%
NF
2435
Norwood Financial
Pennsylvania
$117K -$3.42K -125 -3%
BBPWM
2436
Blue Bell Private Wealth Management
Pennsylvania
$115K -$5.09K -186 -4%
C
2437
Covestor
United Kingdom
$114K +$11.8K +428 +12%
SIC
2438
SJS Investment Consulting
Ohio
$113K +$1.75K +64 +2%
AWM
2439
Atticus Wealth Management
Florida
$110K
CAC
2440
Core Alternative Capital
Georgia
$110K -$26.7K -974 -19%
VAG
2441
VisionPoint Advisory Group
Texas
$110K +$31.4K +1,147 +40%
Legacy Financial Group (Iowa)
2442
Legacy Financial Group (Iowa)
Iowa
$102K +$102K +3,728 New
BWL
2443
Bogart Wealth LLC
Virginia
$102K -$103K -3,753 -50%
JWM
2444
Janiczek Wealth Management
Colorado
$101K +$53K +1,934 +111%
EP
2445
Elkhorn Partners
Nebraska
$99K
WOC
2446
West Oak Capital
California
$95K
MLA
2447
MB, Levis & Associates
Pennsylvania
$93.2K +$630 +23 +0.7%
CWM
2448
CarsonAllaria Wealth Management
Illinois
$93.2K +$27.4K +1,000 +42%
MIM
2449
Manitou Investment Management
Ontario, Canada
$92.4K
FSWA
2450
Financial Synergies Wealth Advisors
Texas
$88.4K +$68.4K +2,499 +342%