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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 %
IBOK
1851
Independence Bank of Kentucky
Kentucky
$634K +$2.47K +65 +0.4%
YIA
1852
YHB Investment Advisors
Connecticut
$632K -$25.4K -670 -4%
SIM
1853
SSI Investment Management
California
$631K -$4.55K -120 -0.7%
CIA
1854
Cladis Investment Advisory
Montana
$630K -$7.58K -200 -1%
SCP
1855
Sivia Capital Partners
California
$630K +$49.1K +1,295 +8%
PCM
1856
Pointe Capital Management
Michigan
$629K +$7.58K +200 +1%
SCA
1857
STALEY CAPITAL ADVISERS
Pennsylvania
$628K -$79.8K -2,105 -11%
AIS
1858
AM Investment Strategies
Tennessee
$626K -$15.2K -401 -2%
GA
1859
Geller Advisors
New York
$626K -$14K -369 -2%
PCA
1860
Prosperity Capital Advisors
Ohio
$626K +$211K +5,559 +51%
AWP
1861
Ascent Wealth Partners
New York
$626K +$19.8K +522 +3%
FHC
1862
First Heartland Consultants
Missouri
$625K -$25.8K -681 -4%
UWS
1863
Unique Wealth Strategies
Illinois
$625K +$225K +5,944 +56%
EFA
1864
Evernest Financial Advisors
Indiana
$625K -$274K -7,417 -31%
FTC
1865
Farmers Trust Company
Ohio
$621K -$51.1K -1,347 -8%
SFA
1866
Semmax Financial Advisors
North Carolina
$620K +$39.4K +1,031 +7%
GCA
1867
Guardian Capital Advisors
Ontario, Canada
$619K -$6.45K -183 -1%
BFA
1868
Benedict Financial Advisors
Georgia
$619K -$28.2K -743 -4%
WCM
1869
Whitener Capital Management
North Carolina
$618K -$54.3K -1,431 -8%
MWA
1870
Muirfield Wealth Advisors
North Carolina
$615K
LWA
1871
Ledgewood Wealth Advisors
New Hampshire
$614K -$11.4K -300 -2%
VCP
1872
Verus Capital Partners
Arizona
$613K -$13.2K -349 -2%
SIG
1873
Sky Investment Group
Connecticut
$613K
WFI
1874
West Family Investments
California
$613K +$613K +16,159 New
WA
1875
Wambolt & Associates
Colorado
$612K -$393K -10,479 -39%