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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 %
KP
1751
Keel Point
Alabama
$731K -$19.1K -504 -3%
SF
1752
Summit Financial
New Jersey
$730K -$97.9K -2,583 -12%
JFA
1753
JNBA Financial Advisors
Minnesota
$730K -$55K -1,450 -7%
SWA
1754
SOA Wealth Advisors
New York
$729K +$36.6K +965 +5%
MMA
1755
Miracle Mile Advisors
California
$729K +$14.7K +388 +2%
BDF
1756
Black Diamond Financial
Maryland
$728K
DWM
1757
Drive Wealth Management
Utah
$727K -$52.6K -1,387 -7%
WFAG
1758
Worth Financial Advisory Group
North Carolina
$727K +$3.91K +103 +0.5%
MSAM
1759
Moloney Securities Asset Management
Missouri
$726K -$78.6K -2,073 -10%
AWM
1760
Accel Wealth Management
Iowa
$726K -$1.44K -38 -0.2%
MFG
1761
MidWestOne Financial Group
Iowa
$725K -$250K -6,603 -26%
AIA
1762
AIMZ Investment Advisors
California
$724K -$40.8K -1,075 -5%
LCM
1763
LVM Capital Management
Michigan
$723K -$28.1K -742 -4%
TC
1764
TAGStone Capital
North Carolina
$723K +$3.98K +105 +0.6%
QPWM
1765
Quadrant Private Wealth Management
Pennsylvania
$722K -$19.2K -507 -3%
OC
1766
Oakworth Capital
Alabama
$722K -$6.98K -184 -1%
BFS
1767
Burkett Financial Services
South Carolina
$720K +$4.93K +130 +0.7%
CPSC
1768
Carl P. Sherr & Co
Massachusetts
$718K +$379 +10 +0.1%
DDC
1769
DF Dent & Co
Maryland
$718K -$32.1K -847 -4%
AFG
1770
Allegheny Financial Group
Pennsylvania
$716K -$110K -2,888 -13%
NRI
1771
NFP Retirement Inc
California
$714K +$97K +2,559 +16%
CCIA
1772
Campbell & Co Investment Adviser
Maryland
$713K -$515K -13,581 -42%
CSC
1773
Caldwell Sutter Capital
California
$713K -$37.7K -994 -5%
GKWIM
1774
Gerber Kawasaki Wealth & Investment Management
California
$712K +$249K +6,565 +54%
NMG
1775
New Millennium Group
Utah
$712K -$74K -1,951 -9%