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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 %
SM
1426
Sweeney & Michel
California
$1.37M -$104K -2,510 -7%
TPI
1427
Trust Point Inc
Wisconsin
$1.37M -$71.9K -1,809 -5%
CNAM
1428
Campbell Newman Asset Management
Wisconsin
$1.37M
CWP
1429
Curated Wealth Partners
California
$1.37M +$1.37M +34,335 New
SIG
1430
Stonegate Investment Group
Alabama
$1.37M +$352K +8,843 +35%
AL
1431
Aspiriant LLC
California
$1.36M -$445K -11,183 -25%
UAML
1432
US Asset Management LLC
Pennsylvania
$1.36M -$42.4K -1,065 -3%
IA
1433
IFG Advisory
Georgia
$1.36M +$18.1K +456 +1%
SAM
1434
Smartleaf Asset Management
Massachusetts
$1.36M +$311K +7,916 +30%
AA
1435
Apriem Advisors
California
$1.36M -$756 -19 -0.1%
MSFS
1436
Main Street Financial Solutions
Pennsylvania
$1.35M -$21.8K -547 -2%
SC
1437
Sepio Capital
Utah
$1.35M +$995 +25 +0.1%
JWWM
1438
Johnson & White Wealth Management
Pennsylvania
$1.35M +$53.4K +1,343 +4%
CL
1439
CSS LLC
Illinois
$1.35M -$398K -10,000 -23%
DWM
1440
Dorchester Wealth Management
Quebec, Canada
$1.35M -$211K -5,296 -14%
BFA
1441
Buttonwood Financial Advisors
Maryland
$1.35M -$20.9K -525 -2%
WMA
1442
Wealth Management Associates
New Jersey
$1.35M
APW
1443
Aurora Private Wealth
New Jersey
$1.33M +$7.76K +195 +0.6%
AC
1444
Avenir Corporation
Virginia
$1.33M -$14K -351 -1%
PPW
1445
Pasadena Private Wealth
California
$1.33M -$13.6K -341 -1%
KIG
1446
Kessler Investment Group
Indiana
$1.33M +$1.33M +33,352 New
IVP
1447
Intrinsic Value Partners
Arizona
$1.32M -$8.35K -210 -0.6%
ST
1448
Sabal Trust
Florida
$1.32M -$199K -4,999 -13%
MPW
1449
Monterey Private Wealth
California
$1.31M +$48.4K +1,216 +4%
LAM
1450
LifePro Asset Management
California
$1.31M -$239K -6,012 -15%