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Bank of America

2,923 hedge funds and large institutions have $224B invested in Bank of America in 2024 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 1,152 increasing their positions, 1,242 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,923
Holders Change
+26
Holders Change %
+0.9%
% of All Funds
42.51%
Holding in Top 10
107
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.94%
% of All Funds
1.56%
New
196
Increased
1,152
Reduced
1,242
Closed
130
Calls
$4.56B
Puts
$6.11B
Net Calls
-$1.55B
Net Calls Change
+$1.48B
Name Holding Trade Value Shares
Change
Shares
Change %
WF
1626
WoodTrust Financial
Wisconsin
$953K +$28.8K +724 +3%
CWP
1627
Cyndeo Wealth Partners
Florida
$950K +$228K +5,726 +32%
KFI
1628
Key Financial Inc
Pennsylvania
$948K
SFFS
1629
Stonehage Fleming Financial Services
Jersey
$947K +$947K +23,805 New
CWM
1630
Circle Wealth Management
New Jersey
$945K -$294K -7,391 -24%
CRI
1631
Colonial River Investments
Virginia
$944K -$15.7K -396 -2%
MPI
1632
Mairs & Power Inc
Minnesota
$944K -$12K -301 -1%
HAC
1633
Harbor Advisory Corp
New Hampshire
$942K
LCGC
1634
Legacy Capital Group California
California
$942K +$7.87K +198 +0.8%
CS
1635
Capital Square
Tennessee
$940K
Fuller & Thaler Asset Management
1636
Fuller & Thaler Asset Management
California
$940K
BFWA
1637
Benchmark Financial Wealth Advisors
Florida
$932K +$80.9K +2,033 +10%
SIA
1638
Schear Investment Advisers
Ohio
$929K -$83.4K -2,096 -8%
SA
1639
Strategic Advocates
Utah
$927K -$636K -16,003 -41%
BOM
1640
Bank of Marin
California
$927K -$20.3K -510 -2%
WJA
1641
Willis Johnson & Associates
Texas
$925K -$12.1K -303 -1%
SA
1642
Skyline Advisors
Washington
$921K +$69.9K +1,758 +8%
FCAS
1643
First Command Advisory Services
Texas
$920K -$99.3K -2,496 -10%
AI
1644
Accredited Investors
Minnesota
$919K -$19.2K -482 -2%
VFA
1645
Voya Financial Advisors
Connecticut
$917K -$19.1K -487 -2%
LSA
1646
Lansing Street Advisors
Pennsylvania
$917K +$18.1K +456 +2%
ST
1647
Sentinel Trust
Texas
$916K +$16.6K +418 +2%
BDF
1648
Black Diamond Financial
Maryland
$916K +$55.6K +1,397 +6%
CCI
1649
Credit Capital Investments
New Jersey
$915K -$2.66M -67,000 -74%
HFRG
1650
Houlihan Financial Resource Group
Virginia
$913K +$5.73K +144 +0.6%