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Bank of America

2,957 hedge funds and large institutions have $215B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,140 increasing their positions, 1,278 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,957
Holders Change
+34
Holders Change %
+1.16%
% of All Funds
42.77%
Holding in Top 10
92
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.02%
% of All Funds
1.33%
New
189
Increased
1,140
Reduced
1,278
Closed
120
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
1451
Precedent Wealth Partners
Texas
$1.34M +$207K +5,222 +18%
SIG
1452
Stonegate Investment Group
Alabama
$1.34M -$23.3K -586 -2%
PPW
1453
Pasadena Private Wealth
California
$1.33M +$77.2K +2,060 +6%
PP
1454
Pegasus Partners
Wisconsin
$1.33M -$289K -7,295 -18%
KIG
1455
Kessler Investment Group
Indiana
$1.32M -$40 -1 -0%
CI
1456
CX Institutional
Indiana
$1.32M +$66.1K +1,667 +5%
VIM
1457
VELA Investment Management
Ohio
$1.31M +$101K +2,550 +8%
SIM
1458
Sentry Investment Management
Wisconsin
$1.31M +$430K +10,839 +49%
PG
1459
Proffitt & Goodson
Tennessee
$1.31M +$21K +528 +2%
QC
1460
Quent Capital
New York
$1.3M +$87.1K +2,199 +7%
WPW
1461
Warther Private Wealth
Ohio
$1.3M -$8.62M -217,314 -87%
VI
1462
Versor Investments
New York
$1.3M +$588K +14,810 +82%
SAM
1463
Summit Asset Management
Tennessee
$1.3M +$244K +6,151 +23%
PCS
1464
Personal CFO Solutions
New Jersey
$1.3M -$4.25K -107 -0.3%
GLA
1465
Good Life Advisors
Pennsylvania
$1.3M +$77.3K +1,948 +6%
FNBSF
1466
First National Bank Sioux Falls
South Dakota
$1.29M -$3.97K -100 -0.3%
WA
1467
WBH Advisory
Maryland
$1.29M -$119K -2,993 -8%
MPW
1468
Monterey Private Wealth
California
$1.29M -$23.1K -582 -2%
IWM
1469
Iams Wealth Management
Nebraska
$1.29M -$357 -9 -0%
NFG
1470
Nations Financial Group
Iowa
$1.28M +$150K +3,772 +13%
BSTWA
1471
Blake Schutter Theil Wealth Advisors
Ohio
$1.28M +$1.28M +32,148 New
ACG
1472
Allen Capital Group
Nebraska
$1.28M +$29.2K +736 +2%
CWP
1473
Curated Wealth Partners
California
$1.27M -$88.2K -2,224 -6%
HGA
1474
Hobbs Group Advisors
South Carolina
$1.27M -$130K -3,273 -9%
SW
1475
Simplicity Wealth
New Jersey
$1.27M -$5.74M -144,669 -82%