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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 %
LFA
2801
Livelsberger Financial Advisory
Ohio
$32.5K +$230 +6 +0.7%
TLA
2802
Tanglewood Legacy Advisors
Texas
$32.1K +$2.73K +72 +9%
NECFA
2803
New England Capital Financial Advisors
Connecticut
$31.6K -$90.9K -2,396 -74%
GFL
2804
Granite FO LLC
New Hampshire
$30.8K
TCM
2805
TD Capital Management
Tennessee
$30.4K +$5.38K +142 +22%
MDCM
2806
Morgan Dempsey Capital Management
Wisconsin
$30.3K
CPG
2807
Cornerstone Planning Group
New Jersey
$30K -$1.83K -49 -6%
CSWM
2808
Cassady Schiller Wealth Management
Ohio
$29.4K +$2.84K +75 +11%
CCC
2809
Chelsea Counsel Company
California
$26.5K
DWA
2810
Delos Wealth Advisors
Texas
$25.9K +$20.7K +547 +402%
FFL
2811
Financial Freedom LLC
Ohio
$25.4K
QL
2812
Quarry LP
New York
$24.8K -$3.11K -82 -11%
MFG
2813
Mendota Financial Group
Wisconsin
$24.5K
WAG
2814
Wiser Advisor Group
Arizona
$24.2K
DF
2815
Dunhill Financial
United Kingdom
$24K +$3.45K +91 +17%
BSWA
2816
Bromfield Sneider Wealth Advisors
Massachusetts
$23.7K
PCTC
2817
Perkins Coie Trust Company
Washington
$23.7K
DWS
2818
Dynamic Wealth Strategies
California
$23K
RCM
2819
Richardson Capital Management
Wisconsin
$22.8K -$15.2K -400 -40%
VWA
2820
Valued Wealth Advisors
Utah
$22.4K +$12.7K +334 +130%
CAM
2821
ClariVest Asset Management
California
$22K +$4.44K +117 +25%
SNB
2822
Security National Bank
Nebraska
$20.9K
NA
2823
Nordwand Advisors
Pennsylvania
$20.7K
GJIA
2824
Glass Jacobson Investment Advisors
Maryland
$19.7K +$76 +2 +0.4%
CB
2825
CNB Bank
Pennsylvania
$19.5K +$2.09K +55 +12%