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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 %
FCG
2701
Financial Connections Group
California
$124K +$5.37K +141 +5%
FSWA
2702
Financial Synergies Wealth Advisors
Texas
$122K +$120K +3,157 +4,857%
C
2703
Covestor
United Kingdom
$122K -$115K -3,040 -49%
CH
2704
Canton Hathaway
Rhode Island
$122K
BFPW
2705
BOK Financial Private Wealth
Colorado
$121K
RTC
2706
Riverview Trust Company
Washington
$120K +$120K +3,165 New
PCWA
2707
Pacific Capital Wealth Advisors
California
$120K -$64.3K -1,696 -35%
RDIA
2708
RE Dickinson Investment Advisors
Iowa
$119K
IFAM
2709
Institutional & Family Asset Management
Colorado
$118K -$3.15K -83 -3%
DWA
2710
Dougherty Wealth Advisers
Minnesota
$116K
GCM
2711
Gladius Capital Management
Illinois
$114K +$114K +3,018 New
DPW
2712
DiNuzzo Private Wealth
Pennsylvania
$112K -$5.69K -150 -5%
CHA
2713
Carmichael Hill & Associates
Maryland
$108K -$30.3K -798 -22%
CAM
2714
Costello Asset Management
Pennsylvania
$108K
T
2715
Tidemark
California
$108K +$227 +6 +0.2%
AT
2716
Avalon Trust
New Mexico
$104K -$5.61K -148 -5%
TIM
2717
Tortoise Investment Management
New York
$103K -$4.55K -120 -4%
SWC
2718
Spectrum Wealth Counsel
Indiana
$102K -$85.5K -2,254 -45%
SA
2719
SRH Advisors
Kansas
$102K
S
2720
Sachetta
Massachusetts
$100K
AW
2721
Avion Wealth
Texas
$100K -$1.33K -35 -1%
ACM
2722
Adalta Capital Management
New York
$98.6K -$19K -500 -16%
RAM
2723
Riggs Asset Management
Pennsylvania
$98.4K +$758 +20 +0.8%
GA
2724
GoalVest Advisory
New York
$92.4K +$3.03K +80 +3%
CWM
2725
CarsonAllaria Wealth Management
Illinois
$91.2K +$76 +2 +0.1%