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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 %
PIA
1626
Perennial Investment Advisors
California
$911K -$10.6K -280 -1%
FAG
1627
Fortitude Advisory Group
Washington
$911K -$3.91K -103 -0.4%
JAFL
1628
Jay A. Fishman Ltd
Michigan
$910K -$1.43M -37,712 -61%
CCP
1629
Clough Capital Partners
Massachusetts
$910K
CCMT
1630
CMT Capital Markets Trading
Germany
$909K +$530K +13,973 +140%
KFI
1631
Key Financial Inc
Pennsylvania
$904K
BIP
1632
Blueprint Investment Partners
North Carolina
$904K +$453K +11,955 +101%
BOM
1633
Bank of Marin
California
$903K -$34.3K -905 -4%
EA
1634
Everpar Advisors
Oklahoma
$903K -$413K -10,897 -31%
VFA
1635
Voya Financial Advisors
Connecticut
$902K +$51.5K +1,362 +6%
PCG
1636
PFC Capital Group
California
$900K -$102K -2,700 -10%
HAC
1637
Harbor Advisory Corp
New Hampshire
$899K
Fuller & Thaler Asset Management
1638
Fuller & Thaler Asset Management
California
$896K
AI
1639
Accredited Investors
Minnesota
$895K +$379 +10 +0%
WJA
1640
Willis Johnson & Associates
Texas
$894K +$344K +9,065 +63%
UL
1641
Unionview LLC
Washington
$892K
JSW
1642
Journey Strategic Wealth
New Jersey
$892K +$220K +5,805 +33%
LCGC
1643
Legacy Capital Group California
California
$891K +$494K +13,026 +125%
MLL
1644
Moody Lynn & Lieberson
Massachusetts
$889K
PGWM
1645
Pitti Group Wealth Management
New York
$889K -$36.9K -1,016 -4%
Kayne Anderson Rudnick Investment Management
1646
Kayne Anderson Rudnick Investment Management
California
$885K +$432K +11,396 +95%
MSWM
1647
McGlone Suttner Wealth Management
Wisconsin
$884K +$119K +3,127 +15%
AWC
1648
Abundance Wealth Counselors
Pennsylvania
$883K +$31.1K +821 +4%
CFMC
1649
Curbstone Financial Management Corp
New Hampshire
$879K -$22.8K -600 -3%
MWA
1650
Monograph Wealth Advisors
California
$877K +$877K +23,130 New