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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 %
MSR
1676
Main Street Research
Connecticut
$823K +$572K +15,087 +228%
EFL
1677
ERn Financial LLC
Wisconsin
$822K +$5.42K +143 +0.7%
PA
1678
PFW Advisors
Georgia
$820K -$8.76K -231 -1%
SCM
1679
Steele Capital Management
Iowa
$816K -$2.12K -56 -0.3%
BIM
1680
Baldwin Investment Management
Pennsylvania
$816K +$31.1K +820 +4%
AF
1681
Advisornet Financial
Minnesota
$816K +$77.3K +2,039 +10%
CSA
1682
Cottage Street Advisors
Massachusetts
$816K +$190 +5 +0%
PGWM
1683
Parisi Gray Wealth Management
New Jersey
$813K -$1.06K -28 -0.1%
AFS
1684
Aft Forsyth & Sober
Florida
$813K
OWIM
1685
Old West Investment Management
California
$812K
MWP
1686
Madison Wealth Partners
Wisconsin
$812K -$171K -4,500 -17%
SA
1687
Skyline Advisors
Washington
$812K
BFWA
1688
Benchmark Financial Wealth Advisors
Florida
$811K +$33.7K +889 +4%
NHT
1689
New Hampshire Trust
New Hampshire
$808K -$8.91K -235 -1%
TTWM
1690
TCV Trust & Wealth Management
Virginia
$807K
BOS
1691
Bank of Stockton
California
$807K
PBO
1692
Peoples Bank (Ohio)
Ohio
$806K -$47.4K -1,250 -6%
CWA
1693
Clearview Wealth Advisors
Oregon
$801K -$29.6K -780 -4%
MFGM
1694
Marshall Financial Group (Maryland)
Maryland
$800K -$45.5K -1,200 -5%
DMBA
1695
Deseret Mutual Benefit Administrators
Utah
$799K +$21.9K +578 +3%
CCG
1696
Catalina Capital Group
California
$798K +$556K +14,658 +229%
SAM
1697
Summit Asset Management
Tennessee
$798K +$62.6K +1,651 +9%
BIA
1698
Bigelow Investment Advisors
Maine
$796K +$5.84K +154 +0.7%
MAM
1699
Meeder Asset Management
Ohio
$794K +$78.3K +2,066 +11%
LFM
1700
LGT Fund Management
Liechtenstein
$787K +$787K +20,746 New