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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 %
W
2851
WealthCollab
Washington
$37.2K
FGA
2852
Fortis Group Advisors
New Jersey
$36.3K
CT
2853
Clearstead Trust
Maine
$35.3K
VLKIM
2854
Van Lanschot Kempen Investment Management
Netherlands
$35.1K
MSFP
2855
Mark Sheptoff Financial Planning
Connecticut
$34.2K
TLA
2856
Tanglewood Legacy Advisors
Texas
$33.6K
FRA
2857
Front Row Advisors
California
$33.6K -$3.41K -86 -9%
NECFA
2858
New England Capital Financial Advisors
Connecticut
$33.1K +$40 +1 +0.1%
RTL
2859
Red Tortoise LLC
Georgia
$32.9K
TCM
2860
TD Capital Management
Tennessee
$32.3K +$159 +4 +0.5%
VWA
2861
Valued Wealth Advisors
Utah
$32.2K -$14.8K -374 -32%
MDCM
2862
Morgan Dempsey Capital Management
Wisconsin
$31.7K
CSWM
2863
Cassady Schiller Wealth Management
Ohio
$30.8K
GFL
2864
Granite FO LLC
New Hampshire
$30.6K +$30.6K +772 New
BFA
2865
BBJS Financial Advisors
Washington
$30.1K +$198 +5 +0.7%
BGA
2866
Battery Global Advisors
Massachusetts
$29.3K +$29.3K +739 New
KSB
2867
Kennebec Savings Bank
Maine
$29.1K +$29.1K +733 New
OLVIG
2868
Oliver Lagore Vanvalin Investment Group
Michigan
$28.2K +$15.2K +382 +116%
NFA
2869
Northwest Financial Advisors
Virginia
$27.5K +$27.5K +693 New
PCTC
2870
Perkins Coie Trust Company
Washington
$24.8K
DWS
2871
Dynamic Wealth Strategies
California
$24K
RCM
2872
Richardson Capital Management
Wisconsin
$23.8K
WAG
2873
Wiser Advisor Group
Arizona
$22.7K
ZRP
2874
Zynergy Retirement Planning
New Jersey
$22.7K
SNB
2875
Security National Bank
Nebraska
$21.8K