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Bank of America

2,466 hedge funds and large institutions have $236B invested in Bank of America in 2021 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 1,041 increasing their positions, 905 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
+97
Holders Change %
+4.09%
% of All Funds
43.42%
Holding in Top 10
175
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+34.62%
% of All Funds
3.08%
New
253
Increased
1,041
Reduced
905
Closed
134
Calls
$4.19B
Puts
$5.77B
Net Calls
-$1.58B
Net Calls Change
+$618M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1551
Beacon Financial Advisory
Ohio
$868K +$868K +22,447 New
HPWM
1552
Highland Private Wealth Management
Washington
$867K -$193 -5 -0%
NL
1553
Navalign LLC
California
$867K +$867K +22,419 New
WDA
1554
Wendell David Associates
New Hampshire
$865K +$6.58K +170 +0.8%
AI
1555
Accredited Investors
Minnesota
$863K -$20.9K -540 -2%
TAIM
1556
TD Ameritrade Investment Management
Nebraska
$863K
MSFP
1557
Mark Sheptoff Financial Planning
Connecticut
$862K +$862K +22,280 +557,000%
RI
1558
Ridgewood Investments
New Jersey
$857K -$178K -4,604 -17%
GF
1559
Gries Financial
Ohio
$855K +$855K +20,442 New
AW
1560
ACG Wealth
Georgia
$852K +$42.9K +1,109 +5%
GA
1561
GoalVest Advisory
New York
$851K -$5.26K -136 -0.6%
AC
1562
Addison Capital
Pennsylvania
$850K -$5.8K -150 -0.7%
CFMC
1563
Curbstone Financial Management Corp
New Hampshire
$850K
CFG
1564
CKW Financial Group
Hawaii
$849K -$46.4K -1,200 -5%
PA
1565
Procyon Advisors
Connecticut
$849K +$87.6K +2,265 +12%
TTWM
1566
TCV Trust & Wealth Management
Virginia
$848K +$38.9K +1,005 +5%
PFM
1567
Parsec Financial Management
North Carolina
$848K +$60.9K +1,574 +8%
FIA
1568
Foundations Investment Advisors
Arizona
$848K +$449K +11,199 +112%
CAM
1569
Covenant Asset Management
New Jersey
$846K -$15.3K -395 -2%
OL
1570
Optas LLC
Texas
$843K -$576K -14,902 -41%
ME
1571
McIlrath & Eck
Washington
$843K -$2.71K -70 -0.3%
BOH
1572
Bank of Hawaii
Hawaii
$841K +$76.2K +1,970 +10%
GLLW
1573
Graves Light Lenhart Wealth
Virginia
$839K +$271 +7 +0%
PA
1574
PFG Advisors
Arizona
$835K +$304K +7,869 +57%
ARMT
1575
Amica Retiree Medical Trust
Rhode Island
$833K -$76.1K -1,967 -8%