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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 %
LCM
2426
Logan Capital Management
Pennsylvania
$249K -$7.21K -214 -3%
SWIM
2427
Smallwood Wealth Investment Management
New Jersey
$249K +$249K +7,386 New
RRWA
2428
Rainey & Randall Wealth Advisors
Florida
$248K +$1.55K +46 +0.6%
FPWM
2429
FSB Premier Wealth Management
Iowa
$248K +$248K +7,351 New
SG
2430
Sharper & Granite
California
$247K
NWA
2431
Navis Wealth Advisors
New York
$246K -$26.9K -800 -10%
FOA
2432
Five Oceans Advisors
California
$246K +$246K +7,314 New
CAL
2433
Capital Advisors Ltd
Ohio
$246K -$18.5K -550 -7%
BEAM
2434
Baker Ellis Asset Management
Washington
$246K -$6.73K -200 -3%
TBWA
2435
Three Bridge Wealth Advisors
California
$246K -$33.7K -1,000 -12%
OAM
2436
Occidental Asset Management
California
$245K -$4.48K -133 -2%
IPW
2437
Intergy Private Wealth
Colorado
$245K +$245K +7,273 New
IIM
2438
Ironwood Investment Management
Massachusetts
$245K +$245K +7,265 New
AT
2439
American Trust
Kentucky
$244K +$244K +7,261 New
CFG
2440
Cooper Financial Group
California
$244K +$244K +7,249 New
SL
2441
Sentry LLC
Tennessee
$243K +$243K +7,231 New
WWM
2442
Wagner Wealth Management
South Carolina
$243K -$262K -7,781 -52%
WCG
2443
Weaver Consulting Group
California
$243K +$243K +7,223 New
IFO
2444
Independent Family Office
New York
$243K +$243K +7,219 New
BIA
2445
BHK Investment Advisors
Alabama
$243K -$20.2K -600 -8%
TW
2446
Traveka Wealth
California
$243K +$243K +7,206 New
MWP
2447
Meridian Wealth Partners
Pennsylvania
$242K +$242K +7,199 New
AHL
2448
Abel Hall LLC
Louisiana
$242K +$242K +7,182 New
MWM
2449
Maltin Wealth Management
New Jersey
$242K +$242K +7,182 New
GIP
2450
Granite Investment Partners
California
$241K +$241K +7,172 New