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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 %
PCM
2551
Palisade Capital Management
New Jersey
$228K
CIS
2552
Custom Index Systems
New York
$227K +$227K +5,976 New
LRIA
2553
Leonard Rickey Investment Advisors
Washington
$226K +$226K +5,969 New
AWM
2554
Abound Wealth Management
Tennessee
$226K +$1.33K +35 +0.6%
LAM
2555
Lifestyle Asset Management
Texas
$226K -$33.3K -879 -13%
NPF
2556
Norris Perne & French
Michigan
$226K -$1.14K -30 -0.5%
MCIA
2557
Mountain Capital Investment Advisors
Colorado
$226K -$679 -18 -0.3%
MIM
2558
Moseley Investment Management
Florida
$226K -$44.1K -1,163 -16%
HTIM
2559
Harbour Trust & Investment Management
Indiana
$226K -$76 -2 -0%
AIM
2560
AHL Investment Management
Florida
$226K -$76 -2 -0%
WKWM
2561
Walter & Keenan Wealth Management
Indiana
$226K +$226K +5,950 New
RPGK
2562
Retirement Planning Group (Kansas)
Kansas
$225K +$225K +5,931 New
TWP
2563
Triad Wealth Partners
Kansas
$225K +$225K +5,929 New
CNWM
2564
Clay Northam Wealth Management
California
$225K +$225K +5,924 New
BA
2565
Ballast Advisors
Minnesota
$224K -$9.48K -250 -4%
VBFP
2566
Valtinson Bruner Financial Planning
Minnesota
$224K +$224K +5,896 New
LTAS
2567
Linden Thomas Advisory Services
North Carolina
$223K +$223K +5,893 New
PWA
2568
Physician Wealth Advisors
Utah
$223K -$31.5K -908 -12%
ADBIC
2569
A.D. Beadell Investment Counsel
Wisconsin
$223K +$223K +5,902 New
KFP
2570
Keystone Financial Planning
Ohio
$223K +$223K +5,881 New
JF
2571
JSF Financial
California
$223K -$22.5K -593 -9%
PWMG
2572
Private Wealth Management Group
New Jersey
$223K -$15.2K -400 -6%
AIM
2573
Allen Investment Management
New York
$222K -$64.2K -1,692 -22%
SIAG
2574
Signet Investment Advisory Group
Rhode Island
$222K +$222K +5,850 New
CCFCSB
2575
Cape Cod Five Cents Savings Bank
Massachusetts
$222K -$13.8K -363 -6%