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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 %
BL
2751
BFSG LLC
California
$70.6K +$7.58K +200 +12%
FIM
2752
Fernwood Investment Management
Massachusetts
$70.2K +$70.2K +1,851 New
FMTCOCP
2753
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K -$11.3K -300 -14%
NCM
2754
Northwest Capital Management
Oregon
$68.3K
WSC
2755
Wellington Shields & Co
New York
$68.2K -$19K -500 -22%
SC
2756
Stephens Consulting
Michigan
$67.7K
TFM
2757
TFC Financial Management
Massachusetts
$63.3K -$32.6K -860 -34%
BHWM
2758
Beaird Harris Wealth Management
Texas
$62.8K +$51.2K +1,350 +440%
SRCM
2759
Signature Resources Capital Management
California
$62.4K
CBT
2760
Central Bank & Trust
Kentucky
$62.3K -$1.48K -39 -2%
TCCM
2761
Timber Creek Capital Management
Massachusetts
$60.9K -$872 -23 -1%
EFP
2762
EnRich Financial Partners
Wisconsin
$59.7K +$59.7K +1,575 New
MFT
2763
Moisand Fitzgerald Tamayo
Florida
$57.5K -$3.72K -98 -6%
VWM
2764
Valley Wealth Managers
New Jersey
$56.9K
BIA
2765
Bell Investment Advisors
California
$56.2K +$8.23K +217 +17%
KFP
2766
Keener Financial Planning
Texas
$56K
CWM
2767
Compass Wealth Management
Connecticut
$55.7K -$9.86K -260 -15%
CIAS
2768
CBIZ Investment Advisory Services
Ohio
$55.3K +$55.3K +1,458 New
OC
2769
Oakmont Corp
California
$55.2K
HFS
2770
HBC Financial Services
Washington
$55K -$36.7K -1,000 -40%
B
2771
Birchbrook
Maine
$54.5K +$38 +1 +0.1%
CP
2772
Castleview Partners
Texas
$53.2K
KWAG
2773
Kiely Wealth Advisory Group
North Carolina
$52.9K +$1.6K +42 +3%
CWA
2774
Carolina Wealth Advisors
South Carolina
$52.6K -$1.71K -45 -3%
LFASL
2775
Lugano Financial Advisors SA (LFA)
Switzerland
$50.4K +$39.1K +1,032 +349%