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Bank of America

2,957 hedge funds and large institutions have $215B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,140 increasing their positions, 1,278 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,957
Holders Change
+34
Holders Change %
+1.16%
% of All Funds
42.77%
Holding in Top 10
92
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.02%
% of All Funds
1.33%
New
189
Increased
1,140
Reduced
1,278
Closed
120
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VBFP
2626
Valtinson Bruner Financial Planning
Minnesota
$234K +$40 +1 +0%
ADBIC
2627
A.D. Beadell Investment Counsel
Wisconsin
$234K
LGG
2628
Luts & Greenleigh Group
Maryland
$234K +$6.79K +171 +3%
OR
2629
Olympiad Research
Connecticut
$234K +$234K +5,886 New
AFS
2630
Annapolis Financial Services
Maryland
$234K +$2.18K +55 +0.9%
KFP
2631
Keystone Financial Planning
Ohio
$233K
SCA
2632
Scott Capital Advisors
Oregon
$233K -$8.97K -226 -4%
AIM
2633
Allen Investment Management
New York
$233K
NWAG
2634
Net Worth Advisory Group
Utah
$232K +$232K +5,843 New
IIM
2635
Ironwood Investment Management
Massachusetts
$232K -$29.4K -740 -11%
SWMP
2636
Signature Wealth Management Partners
New Jersey
$232K -$136K -3,435 -37%
CCA
2637
Cora Capital Advisors
New Jersey
$231K -$20.7K -522 -8%
PCM
2638
Passive Capital Management
Maryland
$231K
AIM
2639
AHL Investment Management
Florida
$230K
ARC
2640
Advisor Resource Council
Texas
$229K -$193K -4,858 -46%
DTC
2641
Davidson Trust Company
Washington
$229K +$229K +5,782 New
IWS
2642
Integrity Wealth Solutions
Colorado
$229K +$992 +25 +0.4%
SIA
2643
SGL Investment Advisors
Montana
$229K +$229K +4,985 New
AWM
2644
Abound Wealth Management
Tennessee
$228K -$7.82K -197 -3%
FA
2645
Faithward Advisors
Pennsylvania
$228K +$228K +5,734 New
EC
2646
EdgeRock Capital
Colorado
$227K +$227K +5,732 New
TWM
2647
Tanager Wealth Management
United Kingdom
$227K -$476 -12 -0.2%
VBWMG
2648
Von Berge Wealth Management Group
California
$227K -$5.95K -131 -3%
AWA
2649
Alta Wealth Advisors
Massachusetts
$227K +$227K +5,719 New
PWMG
2650
Private Wealth Management Group
New Jersey
$226K -$79 -2 -0%