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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 %
AIM
1401
Aspen Investment Management
Michigan
$1.35M -$15.2K -400 -1%
WMA
1402
Wealth Management Associates
New Jersey
$1.35M -$76.4K -1,922 -5%
FSC
1403
Full Sail Capital
Oklahoma
$1.34M
TF
1404
TLWM Financial
Texas
$1.34M -$30.6K -807 -2%
CASB
1405
Cape Ann Savings Bank
Massachusetts
$1.34M +$9.59K +253 +0.7%
CBA
1406
Coastal Bridge Advisors
Connecticut
$1.34M
DWP
1407
Daymark Wealth Partners
Ohio
$1.34M +$189K +4,976 +16%
CWM
1408
Calamos Wealth Management
Illinois
$1.34M -$178K -4,697 -12%
UAML
1409
US Asset Management LLC
Pennsylvania
$1.34M -$26.2K -692 -2%
PWMG
1410
Prestige Wealth Management Group
New Jersey
$1.33M -$591K -15,584 -31%
KFA
1411
Kelleher Financial Advisors
New York
$1.33M -$148K -3,897 -10%
SAM
1412
SignalPoint Asset Management
Missouri
$1.33M -$114 -3 -0%
GAG
1413
GM Advisory Group
New York
$1.33M +$368K +9,707 +38%
FOFP
1414
Fee-Only Financial Planning
South Carolina
$1.33M -$30.3K -800 -2%
MIA
1415
MeadowBrook Investment Advisors
Michigan
$1.33M -$91.3K -2,408 -6%
ANBTV
1416
American National Bank & Trust (Virginia)
Virginia
$1.32M +$1.32M +34,871 New
KF
1417
Krilogy Financial
Missouri
$1.32M +$70.9K +1,871 +6%
AC
1418
Avestar Capital
New York
$1.32M +$310K +8,131 +31%
PCM
1419
Princeton Capital Management
New Jersey
$1.32M -$9.82K -259 -0.7%
SPA
1420
Sherbrooke Park Advisers
New York
$1.31M +$575K +15,173 +78%
MSFS
1421
Main Street Financial Solutions
Pennsylvania
$1.31M +$258K +6,810 +25%
BFA
1422
Buttonwood Financial Advisors
Maryland
$1.3M -$10.3K -271 -0.8%
CNAM
1423
Campbell Newman Asset Management
Wisconsin
$1.3M -$1.9M -50,000 -59%
BHBT
1424
Burke & Herbert Bank & Trust
Virginia
$1.3M -$50.6K -1,334 -4%
AWA
1425
Arkadios Wealth Advisors
Georgia
$1.3M -$341K -8,997 -21%