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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 %
CPA
1651
Court Place Advisors
Maryland
$872K -$406K -10,708 -32%
MA
1652
MJP Associates
Connecticut
$870K +$100K +2,642 +13%
CCWM
1653
Cassaday & Co Wealth Management
Virginia
$866K -$531 -14 -0.1%
HFRG
1654
Houlihan Financial Resource Group
Virginia
$865K +$3.11K +82 +0.4%
ACP
1655
Aviance Capital Partners
Florida
$863K +$306K +8,076 +55%
DWA
1656
Delap Wealth Advisory
Oregon
$863K +$863K +22,769 New
GCA
1657
Gradient Capital Advisors
California
$862K -$68.7K -1,813 -7%
CIA
1658
Citadel Investment Advisory
Ohio
$859K -$40K -1,055 -4%
ST
1659
Sentinel Trust
Texas
$858K
LSA
1660
Lansing Street Advisors
Pennsylvania
$857K +$135K +3,564 +19%
VA
1661
Valmark Advisers
Ohio
$855K +$23.5K +619 +3%
BWA
1662
Brave Warrior Advisors
New York
$854K
BIAS
1663
Beacon Investment Advisory Services
New Jersey
$854K -$177K -4,671 -17%
BCM
1664
Brasada Capital Management
Texas
$853K -$379K -10,000 -31%
AOI
1665
Auto-Owners Insurance
Michigan
$848K
EWM
1666
Edge Wealth Management
New York
$847K -$19.3K -508 -2%
LIA
1667
LBMC Investment Advisors
Tennessee
$844K +$2.39K +63 +0.3%
CS
1668
Capital Square
Tennessee
$843K +$19K +500 +2%
DFG
1669
Delta Financial Group
New Jersey
$843K -$105K -2,775 -11%
CB
1670
Centennial Bank
Arkansas
$839K -$189K -4,979 -18%
EA
1671
Eudaimonia Advisors
Tennessee
$838K -$15.5K -409 -2%
SB
1672
Strategic Blueprint
Georgia
$836K +$272K +7,173 +48%
PP
1673
PDS Planning
Ohio
$836K +$65.4K +1,724 +8%
NFG
1674
Nations Financial Group
Iowa
$836K +$24.4K +644 +3%
WPA
1675
West Paces Advisors
Georgia
$829K -$10.4K -273 -1%