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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 %
WIM
1876
WealthPlan Investment Management
Nebraska
$611K +$3.03K +80 +0.5%
SWM
1877
Selective Wealth Management
Virginia
$611K -$25.3K -689 -4%
FFO
1878
Fortitude Family Office
Arizona
$610K
PSB
1879
Passumpsic Savings Bank
Vermont
$610K +$610K +16,090 New
NFA
1880
Northern Financial Advisors
Michigan
$610K +$38 +1 +0%
FC
1881
Forte Capital
New York
$609K -$11.4K -300 -2%
BHA
1882
Beech Hill Advisors
New York
$609K
HWA
1883
HHM Wealth Advisors
Tennessee
$608K +$1.44K +38 +0.2%
ACM
1884
AlphaStar Capital Management
North Carolina
$604K +$217K +5,720 +56%
CSB
1885
City State Bank
Iowa
$604K
TCM
1886
Traynor Capital Management
Pennsylvania
$604K -$21.5K -566 -3%
CWM
1887
C2C Wealth Management
Arizona
$603K -$87.2K -2,300 -13%
PWAC
1888
Private Wealth Advisors (California)
California
$603K +$948 +25 +0.2%
WA
1889
WealthTrust Axiom
Pennsylvania
$601K -$28.4K -750 -5%
AWAP
1890
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$601K -$24.7K -652 -4%
CI
1891
Cavalier Investments
Georgia
$600K +$32.2K +849 +6%
GPI
1892
General Partner Inc
Pennsylvania
$600K
WGC
1893
Watts Gwilliam & Co
Arizona
$600K +$600K +15,581 New
EFSCE
1894
Enterprise Financial Services Corp (EFSC)
Missouri
$599K -$12.9K -340 -2%
BIA
1895
Barry Investment Advisors
Massachusetts
$599K +$62.3K +1,633 +12%
FFG
1896
Frisch Financial Group
New York
$599K +$9.79K +258 +2%
TCBWMS
1897
Texas Capital Bank Wealth Management Services
Texas
$599K -$1.2M -31,751 -67%
SMWM
1898
Silvia McColl Wealth Management
California
$598K
PCP
1899
Proficio Capital Partners
Massachusetts
$597K +$58.1K +1,533 +11%
TPWA
1900
TRUE Private Wealth Advisors
Oregon
$597K -$379 -10 -0.1%