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Bank of America

2,957 hedge funds and large institutions have $215B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,140 increasing their positions, 1,278 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,957
Holders Change
+34
Holders Change %
+1.16%
% of All Funds
42.77%
Holding in Top 10
92
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.02%
% of All Funds
1.33%
New
189
Increased
1,140
Reduced
1,278
Closed
120
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WW
1776
Waterfront Wealth
Kansas
$767K -$7.46K -175 -1%
XSC
1777
X-Square Capital
Puerto Rico
$766K -$7.62K -192 -1%
DMBA
1778
Deseret Mutual Benefit Administrators
Utah
$766K -$32.3K -814 -4%
VWM
1779
Venturi Wealth Management
Texas
$765K +$78.7K +1,984 +11%
GP
1780
Greenline Partners
New York
$764K -$456K -11,494 -37%
PWP
1781
Perfromance Wealth Partners
Illinois
$763K +$485K +12,219 +174%
VCAM
1782
Van Cleef Asset Management
Ohio
$762K
JFA
1783
JNBA Financial Advisors
Minnesota
$762K
RIM
1784
RW Investment Management
Idaho
$762K -$35.4K -891 -4%
SWA
1785
SOA Wealth Advisors
New York
$761K +$516 +13 +0.1%
CFG
1786
CKW Financial Group
Hawaii
$760K -$7.85K -200 -1%
SFP
1787
Sweet Financial Partners
Minnesota
$759K -$9.68K -244 -1%
BFS
1788
Burkett Financial Services
South Carolina
$759K +$18.9K +477 +3%
MRCM
1789
M&R Capital Management
New Jersey
$756K +$31.5K +794 +4%
WA
1790
Wealth Alliance
New York
$756K -$15K -379 -2%
CA
1791
Continuum Advisory
Idaho
$756K +$323K +7,039 +75%
TYCC
1792
Texas Yale Capital Corp
Florida
$756K +$15.9K +400 +2%
PWP
1793
Pursue Wealth Partners
California
$755K
JPG
1794
Jordan Park Group
California
$754K +$754K +19,000 New
CPSC
1795
Carl P. Sherr & Co
Massachusetts
$752K +$436 +11 +0.1%
MFC
1796
Mechanics Financial Corp
Ohio
$750K +$37.7K +950 +5%
BW
1797
BIP Wealth
Georgia
$748K +$2.94K +74 +0.4%
LIM
1798
Lathrop Investment Management
Arkansas
$746K +$33.7K +850 +5%
LCM
1799
LVM Capital Management
Michigan
$745K
CCIA
1800
Cherry Creek Investment Advisors
Colorado
$744K +$4.52K +114 +0.6%