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Bank of America

2,923 hedge funds and large institutions have $224B invested in Bank of America in 2024 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 1,152 increasing their positions, 1,242 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,923
Holders Change
+26
Holders Change %
+0.9%
% of All Funds
42.51%
Holding in Top 10
107
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.94%
% of All Funds
1.56%
New
196
Increased
1,152
Reduced
1,242
Closed
130
Calls
$4.56B
Puts
$6.11B
Net Calls
-$1.55B
Net Calls Change
+$1.48B
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
1926
Canvas Wealth Advisors
Kansas
$616K -$180K -4,355 -23%
CSB
1927
City State Bank
Iowa
$616K -$17.8K -447 -3%
I
1928
InceptionR
California
$616K +$616K +15,486 New
TWP
1929
Tyche Wealth Partners
Texas
$615K -$65K -1,635 -10%
GFP
1930
Gryphon Financial Partners
Ohio
$614K +$146K +3,668 +31%
FVWA
1931
Foster Victor Wealth Advisors
South Carolina
$614K -$55.5K -1,257 -8%
HNB
1932
Hilltop National Bank
Wyoming
$614K +$1.59K +40 +0.3%
Qube Research & Technologies (QRT)
1933
Qube Research & Technologies (QRT)
United Kingdom
$613K -$5.04M -126,626 -89%
TPWA
1934
TRUE Private Wealth Advisors
Oregon
$613K -$13.5K -339 -2%
BIA
1935
Barry Investment Advisors
Massachusetts
$611K -$13.7K -344 -2%
KIG
1936
Kowal Investment Group
Wisconsin
$610K +$30.5K +766 +5%
CG
1937
CFO4Life Group
Texas
$610K +$50.3K +1,266 +9%
BMMM
1938
Boston Mountain Money Management
Arkansas
$609K -$3.06K -77 -0.5%
FM
1939
Foster & Motley
Ohio
$609K +$1.79K +45 +0.3%
AWP
1940
Ascent Wealth Partners
New York
$607K -$49.3K -1,239 -8%
MW
1941
Maia Wealth
Colorado
$606K +$606K +14,470 New
EWA
1942
Encompass Wealth Advisors
Oregon
$605K +$40 +1 +0%
SGI
1943
Summit Global Investments
Utah
$604K -$185K -4,652 -23%
ABLA
1944
Alan B. Lancz & Associates
Ohio
$604K +$604K +15,178 New
GFA
1945
Gifford Fong Associates
California
$602K
WA
1946
Wambolt & Associates
Colorado
$601K -$51.3K -1,282 -8%
TPW
1947
Transatlantique Private Wealth
New York
$598K -$7.08K -178 -1%
SIC
1948
Shoker Investment Counsel
Ohio
$598K -$30.9K -777 -5%
ST
1949
Spinnaker Trust
Maine
$597K -$2.03K -51 -0.3%
AFG
1950
Altiora Financial Group
Ohio
$597K