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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 %
BFPW
2751
BOK Financial Private Wealth
Colorado
$166K +$39.3K +990 +31%
HIM
2752
Hillsdale Investment Management
Ontario, Canada
$163K +$62.9K +1,585 +63%
FWM
2753
FSA Wealth Management
Massachusetts
$163K +$163K +4,107 New
CA
2754
Claris Advisors
Missouri
$162K +$162K +4,073 New
ACA
2755
Atlas Capital Advisors
Wyoming
$160K +$39.7K +1,000 +33%
PCWA
2756
Pacific Capital Wealth Advisors
California
$158K -$2.1K -53 -1%
GWP
2757
Gen-Wealth Partners
Michigan
$154K +$13.8K +325 +10%
RIA
2758
Realta Investment Advisors
Delaware
$154K -$2.17M -51,721 -93%
T
2759
Tidemark
California
$147K +$33.1K +835 +29%
LFASL
2760
Lugano Financial Advisors SA (LFA)
Switzerland
$147K +$16.7K +420 +13%
NRG
2761
Nemes Rush Group
Michigan
$145K
AW
2762
Avion Wealth
Texas
$142K -$1.43K -36 -1%
SGC
2763
Slocum, Gordon & Co
Rhode Island
$142K -$79.4K -2,000 -36%
MLA
2764
MB, Levis & Associates
Pennsylvania
$139K +$595 +15 +0.4%
RWM
2765
Ruedi Wealth Management
Illinois
$138K -$7.98K -201 -5%
GPFA
2766
Game Plan Financial Advisors
Ohio
$135K -$12.8K -322 -9%
FFWM
2767
Future Financial Wealth Management
Ohio
$133K +$133K +3,349 New
TFM
2768
TFC Financial Management
Massachusetts
$132K +$66.2K +1,667 +100%
RTC
2769
Riverview Trust Company
Washington
$130K +$4.76K +120 +4%
CH
2770
Canton Hathaway
Rhode Island
$127K
NPP
2771
New Potomac Partners
Maryland
$123K +$123K +3,108 New
FCG
2772
Financial Connections Group
California
$123K -$5.53K -140 -4%
EWP
2773
Elevation Wealth Partners
California
$123K +$107K +2,685 +668%
RFS
2774
Richardson Financial Services
Massachusetts
$122K +$31.8K +800 +35%
DWA
2775
Dougherty Wealth Advisers
Minnesota
$121K