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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 %
AG
2576
Algert Global
California
$221K -$215K -5,667 -49%
AFS
2577
Annapolis Financial Services
Maryland
$221K -$90.7K -2,392 -29%
PCM
2578
Passive Capital Management
Maryland
$220K +$220K +5,810 New
MAA
2579
Mraz Amerine & Associates
California
$220K +$220K +5,805 New
SAMC
2580
Spectrum Asset Management (California)
California
$220K +$220K +5,797 New
PCFFS
2581
Pacific Center for Financial Services
California
$219K -$15.4K -405 -7%
SFG
2582
Sunburst Financial Group
Alabama
$219K -$8.33K -222 -4%
Financial Engines Advisors
2583
Financial Engines Advisors
California
$218K +$218K +5,757 New
AFA
2584
American Financial Advisors
Georgia
$218K -$155K -4,075 -42%
CWP
2585
Core Wealth Partners
California
$217K +$217K +5,728 New
BWM
2586
BlackDiamond Wealth Management
New York
$217K -$39.5K -1,041 -15%
FWA
2587
FSM Wealth Advisors
Ohio
$216K +$216K +5,706 New
BOSSRA
2588
B.O.S.S. Retirement Advisors
Utah
$216K -$116K -3,445 -35%
FA
2589
Fermata Advisors
California
$216K -$30.5K -805 -12%
BCMLT
2590
Beacon Capital Management LLC (Tennessee)
Tennessee
$216K -$16.2K -427 -7%
LF
2591
Lee Financial
Texas
$216K
SWM
2592
Segment Wealth Management
Texas
$215K +$215K +5,681 New
TC
2593
Trilogy Capital
California
$214K +$214K +5,646 New
SFC
2594
Swisher Financial Concepts
Ohio
$214K -$17.9K -493 -8%
CM
2595
Capula Management
Cayman Islands
$214K +$214K +5,643 New
FFWM
2596
Future Financial Wealth Management
Ohio
$214K -$37.5K -990 -15%
SAW
2597
Signal Advisors Wealth
Michigan
$214K +$214K +5,640 New
TWM
2598
Tanager Wealth Management
United Kingdom
$214K +$214K +5,636 New
TFO
2599
Tarbox Family Office
California
$214K +$214K +5,635 New
WWC
2600
Waypoint Wealth Counsel
Georgia
$213K +$213K +5,621 New