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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 %
BBPWM
2676
Blue Bell Private Wealth Management
Pennsylvania
$169K +$2.96K +78 +2%
VAMG
2677
Voisard Asset Management Group
Michigan
$167K -$44.1K -1,164 -21%
RG
2678
Retirement Group
California
$166K +$2.01K +53 +1%
MSE
2679
MUFG Securities EMEA
United Kingdom
$165K -$55.2K -1,457 -25%
GGI
2680
Godsey & Gibb Inc
Virginia
$164K -$22.8K -600 -12%
NF
2681
Norwood Financial
Pennsylvania
$162K -$1.9K -50 -1%
ACA
2682
Atlas Capital Advisors
Wyoming
$161K +$45.5K +1,200 +39%
FWM
2683
FSA Wealth Management
Massachusetts
$159K +$190 +5 +0.1%
PMFA
2684
Plante Moran Financial Advisors
Michigan
$158K -$67.9K -1,790 -30%
ITIM
2685
Indiana Trust & Investment Management
Indiana
$155K +$49.2K +1,297 +46%
HC
2686
Hoese & Co
Minnesota
$155K -$52.8K -1,530 -25%
GKIM
2687
GW&K Investment Management
Massachusetts
$149K +$37.1K +977 +33%
WOC
2688
West Oak Capital
California
$144K
IPW
2689
Impact Partnership Wealth
Georgia
$137K +$80.3K +2,118 +141%
RA
2690
Rational Advisors
New York
$136K +$136K +3,597 New
TCA
2691
Trifecta Capital Advisors
Illinois
$133K +$75.8K +2,000 +133%
RWM
2692
Ruedi Wealth Management
Illinois
$132K +$14.8K +391 +13%
LF
2693
LifeSteps Financial
California
$131K +$131K +3,466 New
MLA
2694
MB, Levis & Associates
Pennsylvania
$131K +$796 +21 +0.6%
GPFA
2695
Game Plan Financial Advisors
Ohio
$129K +$152 +4 +0.1%
HFM
2696
Harvest Fund Management
China
$129K -$89.2K -2,360 -41%
SOW
2697
State of Wyoming
Wyoming
$128K +$128K +3,387 New
MIM
2698
Manitou Investment Management
Ontario, Canada
$128K
HGERS
2699
Householder Group Estate & Retirement Specialist
Arizona
$127K +$7.32K +193 +6%
BWL
2700
Bogart Wealth LLC
Virginia
$127K +$6.67K +176 +6%