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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 %
BCP
1151
Berkeley Capital Partners
Georgia
$2.13M +$1.13M +29,865 +114%
CCA
1152
Childress Capital Advisors
Texas
$2.12M +$1.26M +33,203 +146%
OWA
1153
Octavia Wealth Advisors
Ohio
$2.1M +$64.3K +1,696 +3%
MP
1154
McDonald Partners
Ohio
$2.1M -$60.8K -1,604 -3%
WTB
1155
Washington Trust Bank
Washington
$2.1M +$55.9K +1,473 +3%
GC
1156
Gratus Capital
Georgia
$2.09M +$1.43M +37,723 +216%
PWG
1157
Portside Wealth Group
Utah
$2.09M +$49.2K +1,298 +2%
AGC
1158
Aspen Grove Capital
Colorado
$2.09M -$976K -25,741 -32%
ZIG
1159
Zuckerman Investment Group
Illinois
$2.09M +$1.04M +27,502 +100%
AIM
1160
Avity Investment Management
Connecticut
$2.08M +$94.8K +2,500 +5%
CCP
1161
Clarkston Capital Partners
Michigan
$2.07M +$3.79K +100 +0.2%
BAM
1162
Belpointe Asset Management
Nevada
$2.07M -$211K -5,568 -9%
CA
1163
Cullinan Associates
Kentucky
$2.07M -$214K -5,650 -9%
RIA
1164
Realta Investment Advisors
Delaware
$2.07M -$18.8K -497 -0.9%
EWM
1165
Evergreen Wealth Management
Michigan
$2.06M
FBFS
1166
First Business Financial Services
Wisconsin
$2.06M +$5.31K +140 +0.3%
JWM
1167
Jeppson Wealth Management
California
$2.06M -$9.33K -246 -0.5%
FIA
1168
Foundations Investment Advisors
Arizona
$2.05M -$343K -9,051 -14%
JF
1169
Jump Financial
Illinois
$2.05M +$1.73M +45,552 +532%
RPCONE
1170
Retirement Planning Company of New England
Rhode Island
$2.05M -$896K -23,620 -30%
HWA
1171
HCR Wealth Advisors
California
$2.04M +$108K +2,856 +6%
WI
1172
WrapManager Inc
California
$2.04M +$422K +11,139 +26%
HCM
1173
Highlander Capital Management
New Jersey
$2.04M -$7.09K -187 -0.3%
RWB
1174
RMR Wealth Builders
New Jersey
$2.03M +$585K +15,361 +40%
FHA
1175
First Horizon Advisors
Tennessee
$2.03M -$176K -4,645 -8%