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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 %
GFA
1926
Gifford Fong Associates
California
$574K -$13M -342,754 -96%
FWCM
1927
Ferguson Wellman Capital Management
Oregon
$572K +$59.3K +1,565 +12%
ST
1928
Spinnaker Trust
Maine
$572K +$1.93K +51 +0.3%
VWM
1929
Venturi Wealth Management
Texas
$571K +$5.92K +156 +1%
AFG
1930
Altiora Financial Group
Ohio
$569K
UM
1931
Ulysses Management
New York
$569K +$569K +15,000 New
BL
1932
Balentine LLC
Georgia
$568K +$223K +5,870 +64%
CWA
1933
CM Wealth Advisors
Ohio
$568K +$568K +15,000 New
AA
1934
Addison Advisors
Vermont
$565K +$21.3K +563 +4%
CNBTD
1935
Citizens National Bank Trust Department
Mississippi
$565K -$41.7K -1,100 -7%
ZIG
1936
Zullo Investment Group
Pennsylvania
$562K -$15.9K -419 -3%
ALAM
1937
Asahi Life Asset Management
Japan
$562K -$34.5K -910 -6%
GDP
1938
Great Diamond Partners
Maine
$559K +$29.3K +773 +6%
TCM
1939
Towercrest Capital Management
Pennsylvania
$558K
VW
1940
Vance Wealth
California
$556K -$29.5K -777 -5%
LFP
1941
Lakeshore Financial Planning
Michigan
$555K +$110K +2,895 +25%
VV
1942
Verity & Verity
South Carolina
$554K -$469K -12,376 -46%
SL
1943
Summitry LLC
California
$554K -$275K -7,244 -33%
KFP
1944
KMG Fiduciary Partners
Ohio
$553K -$155K -4,089 -22%
KIG
1945
Kowal Investment Group
Wisconsin
$553K +$96.6K +2,548 +21%
WFAG
1946
Wescott Financial Advisory Group
Pennsylvania
$551K -$2.39K -63 -0.4%
FVWA
1947
Foster Victor Wealth Advisors
South Carolina
$551K -$79.1K -2,175 -13%
MFG
1948
Menard Financial Group
Texas
$551K -$256K -6,747 -32%
FW
1949
FirstPurpose Wealth
Utah
$549K -$14.8K -403 -3%
BDFN
1950
Bond & Devick Financial Network
Minnesota
$549K