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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 %
KFC
976
Klingenstein Fields & Co
New York
$3.18M -$191K -5,042 -6%
LCM
977
Legato Capital Management
California
$3.18M
BFA
978
Beaumont Financial Advisors
Massachusetts
$3.18M +$74K +1,951 +2%
DWT
979
Dorsey & Whitney Trust
South Dakota
$3.16M -$349K -9,204 -10%
BCM
980
Birmingham Capital Management
Alabama
$3.15M -$31.3K -825 -1%
BMC
981
Beaton Management Company
Massachusetts
$3.14M -$17.1K -450 -0.5%
CW
982
CreativeOne Wealth
Kansas
$3.13M +$417K +11,010 +15%
EWM
983
Evercore Wealth Management
New York
$3.13M -$3.62M -95,477 -54%
TAM
984
Trust Asset Management
Texas
$3.13M -$12.5K -330 -0.4%
HSA
985
HBK Sorce Advisory
Pennsylvania
$3.13M -$6.22K -164 -0.2%
LWMM
986
Legacy Wealth Management (Mississippi)
Mississippi
$3.12M -$28.4K -750 -0.9%
MPAM
987
Murphy Pohlad Asset Management
Minnesota
$3.12M -$44.6K -1,175 -1%
Bank Julius Baer & Co
988
Bank Julius Baer & Co
Switzerland
$3.11M -$1.44M -38,904 -32%
PCA
989
Peddock Capital Advisors
Massachusetts
$3.11M +$72.6K +1,914 +2%
CRA
990
Clear Rock Advisors
Texas
$3.11M +$54K +1,425 +2%
WWM
991
Western Wealth Management
Colorado
$3.1M -$198K -5,222 -6%
IFWM
992
Institute for Wealth Management
Colorado
$3.1M -$1.9K -50 -0.1%
SWM
993
Spire Wealth Management
Virginia
$3.09M +$249K +6,567 +9%
YDMI
994
Y.D. More Investments
Israel
$3.09M -$221K -5,826 -7%
AC
995
AlphaCore Capital
California
$3.09M +$1.63K +43 +0.1%
PTC
996
Private Trust Company
Ohio
$3.08M -$24.3K -640 -0.8%
MAS
997
Meeder Advisory Services
Ohio
$3.08M +$224K +5,913 +8%
SAM
998
Silvercrest Asset Management
New York
$3.06M -$77.7K -2,049 -2%
MWM
999
Modera Wealth Management
New Jersey
$3.05M -$28.3K -747 -0.9%
RC
1000
Roundview Capital
New Jersey
$3.04M +$40.4K +1,066 +1%