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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
42.51%
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 %
MWM
1051
Massachusetts Wealth Management
Massachusetts
$2.85M -$13.9K -350 -0.5%
OWIM
1052
Old West Investment Management
California
$2.84M +$1.99M +50,108 +234%
NW
1053
Naviter Wealth
Arkansas
$2.84M +$80.9K +2,035 +3%
ISB
1054
Iowa State Bank
Iowa
$2.84M +$1.1M +27,703 +63%
CCB
1055
Country Club Bank
Missouri
$2.84M -$42.1K -1,073 -1%
FWP
1056
FAS Wealth Partners
Kansas
$2.83M +$26.9K +676 +1%
LWM
1057
Lodestone Wealth Management
Washington
$2.83M +$11.7K +293 +0.4%
CI
1058
Cigna Investments
Connecticut
$2.83M -$91K -2,287 -3%
NRD
1059
Nebula Research & Development
New York
$2.82M +$2.82M +71,021 New
CRIG
1060
Charter Research & Investment Group
Connecticut
$2.82M -$15.9K -400 -0.6%
JIP
1061
Jaffetilchin Investment Partners
Florida
$2.82M -$32.3K -813 -1%
GBT
1062
Grove Bank & Trust
Florida
$2.82M -$25.3K -635 -0.9%
CWAG
1063
Compton Wealth Advisory Group
Virginia
$2.81M -$15.7K -396 -0.6%
GM
1064
GeoWealth Management
Illinois
$2.81M +$370K +9,295 +15%
MPAM
1065
Murphy Pohlad Asset Management
Minnesota
$2.81M -$460K -11,575 -14%
AIM
1066
Avity Investment Management
Connecticut
$2.8M +$624K +15,700 +29%
EWM
1067
Empirical Wealth Management
Washington
$2.8M +$120K +3,011 +4%
ISWM
1068
Independent Solutions Wealth Management
New York
$2.8M -$46.5K -1,168 -2%
TCA
1069
Transcend Capital Advisors
New Jersey
$2.79M +$339K +8,514 +14%
SHFA
1070
SS&H Financial Advisors
Michigan
$2.78M
CTC
1071
Cetera Trust Company
Minnesota
$2.76M -$223K -5,605 -7%
CTA
1072
Colonial Trust Advisors
South Carolina
$2.74M +$1.29M +32,546 +89%
VAS
1073
Vestmark Advisory Solutions
Massachusetts
$2.73M +$154K +3,880 +6%
SWM
1074
Spire Wealth Management
Virginia
$2.73M -$508K -12,767 -16%
LOAME
1075
Lombard Odier Asset Management (Europe)
United Kingdom
$2.73M +$2.73M +68,667 New