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Bank of America

2,923 hedge funds and large institutions have $224B invested in Bank of America in 2024 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 1,152 increasing their positions, 1,242 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,923
Holders Change
+26
Holders Change %
+0.9%
% of All Funds
42.52%
Holding in Top 10
107
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.94%
% of All Funds
1.56%
New
196
Increased
1,152
Reduced
1,242
Closed
130
Calls
$4.56B
Puts
$6.11B
Net Calls
-$1.55B
Net Calls Change
+$1.48B
Name Holding Trade Value Shares
Change
Shares
Change %
VLKIM
2826
Van Lanschot Kempen Investment Management
Netherlands
$35.2K
MSFP
2827
Mark Sheptoff Financial Planning
Connecticut
$34.3K
TLA
2828
Tanglewood Legacy Advisors
Texas
$33.7K
NECFA
2829
New England Capital Financial Advisors
Connecticut
$33.1K +$40 +1 +0.1%
RTL
2830
Red Tortoise LLC
Georgia
$33K -$5.37K -135 -14%
TCM
2831
TD Capital Management
Tennessee
$32.2K +$318 +8 +1%
MWA
2832
MFA Wealth Advisors
Pennsylvania
$32.1K +$32.1K +808 New
MDCM
2833
Morgan Dempsey Capital Management
Wisconsin
$31.8K
CSWM
2834
Cassady Schiller Wealth Management
Ohio
$30.8K
ETC
2835
Exchange Traded Concepts
Oklahoma
$30.8K +$30.8K +774 New
BFA
2836
BBJS Financial Advisors
Washington
$30K +$30K +755 New
PIS
2837
POM Investment Strategies
North Carolina
$28.8K +$25.7K +646 +839%
FW
2838
Fairway Wealth
Ohio
$26.7K +$26.7K +671 New
MIM
2839
Macroview Investment Management
Maryland
$26.2K +$7.83K +197 +43%
DWA
2840
Delos Wealth Advisors
Texas
$25.9K -$1.27K -32 -5%
PCTC
2841
Perkins Coie Trust Company
Washington
$24.8K
DWS
2842
Dynamic Wealth Strategies
California
$24K
RCM
2843
Richardson Capital Management
Wisconsin
$23.9K
IHWM
2844
Iron Horse Wealth Management
Iowa
$23.8K +$19.9K +500 +510%
AA
2845
AlphaMark Advisors
Kentucky
$23K +$12K +301 +108%
HWP
2846
Highline Wealth Partners
California
$22.9K +$16K +403 +234%
WAG
2847
Wiser Advisor Group
Arizona
$22.7K -$2.59K -65 -10%
ZRP
2848
Zynergy Retirement Planning
New Jersey
$22.7K +$22.7K +571 New
SNB
2849
Security National Bank
Nebraska
$21.9K
NA
2850
Nordwand Advisors
Pennsylvania
$21.7K