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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 %
ISWM
1051
Independent Solutions Wealth Management
New York
$2.71M +$28.8K +760 +1%
GBT
1052
Grove Bank & Trust
Florida
$2.71M -$13.3K -351 -0.5%
CRIG
1053
Charter Research & Investment Group
Connecticut
$2.7M -$1.29K -34 -0%
BTWM
1054
Baker Tilly Wealth Management
Wisconsin
$2.7M -$95.6K -2,521 -3%
CWAG
1055
Compton Wealth Advisory Group
Virginia
$2.7M +$15.3K +403 +0.6%
PWMAG
1056
Pinnacle Wealth Management Advisory Group
New Jersey
$2.69M +$145K +3,817 +6%
LWM
1057
Lodestone Wealth Management
Washington
$2.68M -$34.2K -902 -1%
CCA
1058
Checchi Capital Advisers
California
$2.68M -$30.6K -807 -1%
FWP
1059
FAS Wealth Partners
Kansas
$2.68M -$26.2K -691 -1%
CA
1060
Clearstead Advisors
Ohio
$2.65M +$88K +2,302 +3%
9WM
1061
9258 Wealth Management
Ohio
$2.65M +$9.03K +238 +0.3%
SHFA
1062
SS&H Financial Advisors
Michigan
$2.65M
SVWAG
1063
Sound View Wealth Advisors Group
Georgia
$2.65M +$343K +9,045 +15%
NW
1064
Naviter Wealth
Arkansas
$2.63M +$140K +3,693 +6%
HCA
1065
Harbour Capital Advisors
Virginia
$2.62M +$6.19K +166 +0.2%
BO
1066
Bank OZK
Arkansas
$2.62M -$583K -15,371 -18%
CWC
1067
Carolinas Wealth Consulting
North Carolina
$2.61M +$36K +944 +1%
CIM
1068
Chiron Investment Management
New York
$2.6M +$2.6M +68,575 New
BIA
1069
Beacon Investment Advisors
Maryland
$2.6M -$645 -17 -0%
AWA
1070
Arete Wealth Advisors
Illinois
$2.59M -$61.4K -1,620 -2%
DI
1071
Diligent Investors
California
$2.58M -$45.2K -1,192 -2%
EWA
1072
EverSource Wealth Advisors
Alabama
$2.58M +$183K +4,954 +8%
CAMG
1073
CWA Asset Management Group
Florida
$2.56M +$769K +20,268 +43%
SAI
1074
Systematic Alpha Investments
New Jersey
$2.56M
EWM
1075
Empirical Wealth Management
Washington
$2.56M +$307K +8,094 +14%