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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 %
LBC
1576
Lowe Brockenbrough & Co
Virginia
$987K -$21.2K -555 -2%
SJL
1577
Shayne & Jacobs LLC
Tennessee
$986K +$337K +8,880 +52%
LKIM
1578
Lawson Kroeker Investment Management
Nebraska
$983K
AWE
1579
Avidian Wealth Enterprises
Texas
$981K +$194K +5,106 +25%
WE
1580
Wealth Effects
Massachusetts
$976K -$125K -3,291 -11%
BA
1581
Bridgewater Advisors
New York
$976K +$55.6K +1,467 +6%
RK
1582
Rather & Kittrell
Tennessee
$975K +$4.89K +129 +0.5%
RRCM
1583
Rappaport Reiches Capital Management
Illinois
$974K +$2.5K +66 +0.3%
AWM
1584
Aprio Wealth Management
Georgia
$973K +$51.4K +1,355 +6%
IGWM
1585
ICA Group Wealth Management
Colorado
$972K +$251K +6,624 +35%
FCAS
1586
First Command Advisory Services
Texas
$972K -$24.3K -640 -2%
SFI
1587
SPC Financial Inc
Maryland
$970K -$75.8K -2,000 -7%
LWA
1588
Lantern Wealth Advisors
New York
$968K +$493 +13 +0.1%
SIG
1589
Stonegate Investment Group
Alabama
$967K +$19.1K +503 +2%
SIA
1590
Schear Investment Advisers
Ohio
$965K -$539K -14,209 -36%
KCM
1591
Kathmere Capital Management
Pennsylvania
$964K +$200K +5,264 +26%
NGA
1592
Naples Global Advisors
Florida
$960K +$15.2K +400 +2%
MFG
1593
Mosaic Financial Group
Illinois
$960K +$960K +25,321 New
RVPG
1594
Relative Value Partners Group
$958K +$5.75K +169 +0.6%
FIM
1595
Freedom Investment Management
Connecticut
$956K +$91.5K +2,413 +11%
FMB
1596
Field & Main Bank
Kentucky
$953K -$9.67K -255 -1%
WF
1597
Wayfinding Financial
Washington
$953K +$8.22K +218 +0.9%
GLLW
1598
Graves Light Lenhart Wealth
Virginia
$951K -$3.41K -90 -0.4%
CG
1599
Corundum Group
Colorado
$949K +$430K +11,349 +83%
VRM
1600
Vectors Research Management
New York
$948K