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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 %
FPB
1451
First PREMIER Bank
South Dakota
$1.23M -$7.58K -200 -0.6%
BCG
1452
Breakwater Capital Group
New Jersey
$1.22M +$50.2K +1,323 +4%
CBTWT
1453
Community Bank & Trust (Waco, Texas)
Texas
$1.22M +$379 +10 +0%
MPW
1454
Monterey Private Wealth
California
$1.21M +$4.51K +119 +0.4%
SS
1455
Sunbelt Securities
Texas
$1.21M +$68.4K +1,805 +6%
CIAS
1456
CFS Investment Advisory Services
New Jersey
$1.21M -$910 -24 -0.1%
SFP
1457
Shepherd Financial Partners
Massachusetts
$1.2M +$5.5K +145 +0.5%
DA
1458
Duality Advisers
Florida
$1.2M -$5.29M -139,544 -82%
CHC
1459
City Holding Co
West Virginia
$1.2M -$132K -3,489 -10%
KF
1460
KKM Financial
Illinois
$1.19M -$48.7K -1,285 -4%
FFA
1461
Founders Financial Alliance
North Carolina
$1.19M -$19.1K -503 -2%
ANBT
1462
American National Bank & Trust
Texas
$1.19M +$449K +11,843 +60%
MWM
1463
Meridian Wealth Management
Kentucky
$1.19M -$65.1K -1,716 -5%
IWM
1464
Iams Wealth Management
Nebraska
$1.19M -$51.2K -1,493 -4%
SPI
1465
Sutton Place Investors
New York
$1.18M +$98.6K +2,601 +9%
PWM
1466
Palumbo Wealth Management
New York
$1.18M +$84.8K +2,236 +8%
GAA
1467
Global Assets Advisory
Florida
$1.18M +$1.18M +44,349 New
PFP
1468
Paragon Financial Partners
California
$1.18M +$607 +16 +0.1%
UWPG
1469
Ullmann Wealth Partners Group
Florida
$1.18M +$25.6K +674 +2%
CP
1470
Canopy Partners
Ohio
$1.18M +$91.3K +2,408 +8%
CWM
1471
Circle Wealth Management
New Jersey
$1.18M +$27.6K +728 +2%
OIM
1472
Oder Investment Management
California
$1.18M +$41.9K +1,106 +4%
GWA
1473
GGM Wealth Advisors
Maryland
$1.18M -$774K -20,504 -40%
GP
1474
Greenline Partners
New York
$1.17M
CI
1475
CX Institutional
Indiana
$1.16M +$445K +11,746 +62%