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Bank of America

2,897 hedge funds and large institutions have $213B invested in Bank of America in 2024 Q1 according to their latest regulatory filings, with 230 funds opening new positions, 1,095 increasing their positions, 1,262 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,897
Holders Change
+63
Holders Change %
+2.22%
% of All Funds
41.99%
Holding in Top 10
106
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.64%
% of All Funds
1.54%
New
230
Increased
1,095
Reduced
1,262
Closed
127
Calls
$5.08B
Puts
$8.11B
Net Calls
-$3.03B
Net Calls Change
-$485M
Name Holding Trade Value Shares
Change
Shares
Change %
WWG
2501
West Wealth Group
California
$244K +$1.29K +34 +0.5%
WAM
2502
WFA Asset Management
Wisconsin
$244K -$175K -4,609 -42%
UWM
2503
USAdvisors Wealth Management
Minnesota
$244K +$244K +6,467 New
PAM
2504
Peak Asset Management
Colorado
$244K
WAL
2505
W Advisors LLC
Tennessee
$244K +$1.86K +49 +0.8%
RCM
2506
Rain Capital Management
Oregon
$243K +$4.85K +128 +2%
AWA
2507
Alaska Wealth Advisors
Alaska
$242K +$242K +6,387 New
JAM
2508
JCIC Asset Management
Ontario, Canada
$242K +$21.6K +570 +10%
SIS
2509
Sound Income Strategies
Florida
$242K -$20.6K -544 -8%
SCA
2510
Southern Capital Advisors
Tennessee
$241K +$9.14K +241 +4%
M1FG
2511
Mach-1 Financial Group
Arkansas
$241K -$2.53M -66,681 -91%
CCA
2512
Cora Capital Advisors
New Jersey
$240K +$303 +8 +0.1%
PIA
2513
Powell Investment Advisors
Florida
$240K
DWP
2514
Destiny Wealth Partners
Florida
$239K -$28.6K -755 -11%
HCM
2515
Hengehold Capital Management
Ohio
$239K +$645 +17 +0.3%
AIM
2516
Alhambra Investment Management
Florida
$239K +$8.46K +223 +4%
RCWM
2517
Royal Capital Wealth Management
Indiana
$238K +$303 +8 +0.1%
JGIA
2518
Jackson Grant Investment Advisers
Connecticut
$238K -$13.4K -354 -5%
HCM
2519
HMS Capital Management
Tennessee
$238K +$238K +6,275 New
DP
2520
DDD Partners
Washington
$238K -$58.5K -1,543 -20%
MYIA
2521
Mount Yale Investment Advisors
Colorado
$237K +$237K +6,260 New
PAS
2522
Professional Advisory Services
Florida
$237K
RWM
2523
RKL Wealth Management
Pennsylvania
$237K +$237K +6,247 New
NWM
2524
Northwest Wealth Management
Iowa
$237K -$3.22K -85 -1%
MTIC
2525
Missouri Trust & Investment Company
Missouri
$237K +$53.1K +1,399 +29%