BAC icon

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 %
AL
1251
Aspiriant LLC
California
$1.72M -$38.5K -1,016 -2%
GWA
1252
Gratus Wealth Advisors
Virginia
$1.72M +$18.4K +513 +1%
MC
1253
Martin & Co
Tennessee
$1.72M -$41.1K -1,083 -2%
ICM
1254
IMS Capital Management
Oregon
$1.72M -$36.4K -960 -2%
EWA
1255
Etesian Wealth Advisors
Oregon
$1.71M -$85.7K -2,261 -5%
PC
1256
Prairiewood Capital
North Dakota
$1.71M -$218K -5,761 -11%
WSTAM
1257
Wilbanks Smith & Thomas Asset Management
Virginia
$1.71M -$62.5K -1,647 -4%
KC
1258
Kingfisher Capital
North Carolina
$1.71M -$47.8K -1,260 -3%
MFA
1259
Mayflower Financial Advisors
Massachusetts
$1.7M -$1.85K -324 -0.1%
HA
1260
Herold Advisors
New York
$1.7M -$90.7K -2,392 -5%
CPM
1261
Connective Portfolio Management
New York
$1.69M -$1.65M -43,585 -49%
PR
1262
Payden & Rygel
California
$1.69M
PRIG
1263
Payden & Rygel Investment Group
California
$1.69M +$1.69M +44,600 New
FHA
1264
Flagship Harbor Advisors
Massachusetts
$1.69M -$60K -1,583 -3%
AO
1265
Advisor OS
Illinois
$1.68M -$16.1K -424 -0.9%
DSC
1266
Duncker Streett & Co
Missouri
$1.68M -$156K -4,126 -9%
BI
1267
Ballast Inc
Kentucky
$1.68M +$41.4K +1,093 +3%
FWP
1268
Falcon Wealth Planning
California
$1.68M +$3.11K +82 +0.2%
BFM
1269
Boothbay Fund Management
New York
$1.67M +$679K +17,903 +69%
CL
1270
CSS LLC
Illinois
$1.66M +$379K +10,000 +29%
BFW
1271
Brady Family Wealth
Missouri
$1.66M +$38 +1 +0%
LWA
1272
Lineweaver Wealth Advisors
Ohio
$1.66M +$103K +2,727 +7%
FNFDCM
1273
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.66M -$83.4K -2,199 -5%
EWA
1274
Exencial Wealth Advisors
Oklahoma
$1.66M -$296K -7,803 -15%
SA
1275
Sunesis Advisors
Kansas
$1.66M +$51.8K +1,366 +3%