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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 %
SF
2451
Symphony Financial
Texas
$241K +$241K +7,505 New
HBT
2452
Hills Bank & Trust
Iowa
$241K +$12.3K +366 +5%
NAMNJ
2453
NorthStar Asset Management (New Jersey)
New Jersey
$240K +$240K +7,132 New
CFSG
2454
Clark Financial Services Group
Missouri
$240K +$240K +7,117 New
FMI
2455
F/M Investments
District of Columbia
$240K +$240K +7,119 New
MIM
2456
Moseley Investment Management
Florida
$240K -$23.3K -691 -9%
GGS
2457
Galvin Gaustad & Stein
Arizona
$239K -$27.9K -830 -10%
PWA
2458
Physician Wealth Advisors
Utah
$239K +$239K +7,343 New
DWP
2459
Destiny Wealth Partners
Florida
$239K -$25.3K -748 -10%
AWAU
2460
Alliance Wealth Advisors (Utah)
Utah
$239K +$239K +7,093 New
HFAS
2461
Hummer Financial Advisory Services
Illinois
$239K +$239K +7,092 New
GCA
2462
Genesee Capital Advisors
New York
$238K +$238K +7,064 New
MPCL
2463
My Personal CFO LLC
Washington
$237K +$237K +7,048 New
GAM
2464
Gould Asset Management
California
$237K +$237K +7,043 New
AIM
2465
Aigen Investment Management
New York
$237K +$237K +7,032 New
CPA
2466
Cardiff Park Advisors
California
$236K +$236K +7,005 New
TWM
2467
TriaGen Wealth Management
California
$235K -$19.4K -575 -8%
LJCM
2468
Lee Johnson Capital Management
Texas
$235K -$49.7K -1,476 -17%
LC
2469
Lincoln Capital
Nebraska
$235K +$235K +6,965 New
SCM
2470
Sterneck Capital Management
Missouri
$234K +$234K +6,951 New
CA
2471
CGN Advisors
Kansas
$233K -$94.8K -2,816 -29%
SIS
2472
Sound Income Strategies
Florida
$233K +$42.3K +1,255 +22%
BHB
2473
Bank Hapoalim BM
Israel
$232K +$232K +6,885 New
CAM
2474
CenterStar Asset Management
Illinois
$232K -$1.23M -36,551 -84%
JWM
2475
Janiczek Wealth Management
Colorado
$232K +$108K +3,208 +87%