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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 %
MCA
1951
MSH Capital Advisors
Arizona
$547K -$91K -2,400 -14%
SSWM
1952
Sheets Smith Wealth Management
North Carolina
$547K +$228 +6 +0%
LIM
1953
Leavell Investment Management
Alabama
$547K -$189 -5 -0%
BFC
1954
Bedel Financial Consulting
Indiana
$547K +$14.9K +392 +3%
MAWA
1955
Moss Adams Wealth Advisors
Washington
$546K +$123K +3,238 +29%
SC
1956
Saiph Capital
New Jersey
$545K -$915 -176 -0.2%
TCWM
1957
Total Clarity Wealth Management
Illinois
$545K -$21.8K -575 -4%
USB
1958
Union Savings Bank
Connecticut
$545K -$458K -12,073 -46%
CUAMC
1959
China Universal Asset Management Company
China
$542K +$542K +14,300 New
APM
1960
Advanced Portfolio Management
New York
$540K -$2.3M -60,750 -81%
WAG
1961
Wallace Advisory Group
California
$539K +$154K +4,566 +40%
SPIS
1962
Steward Partners Investment Solutions
Oregon
$538K +$186K +4,899 +53%
EFH
1963
Eaton Financial Holdings
Florida
$538K -$132K -3,484 -20%
DWM
1964
Defined Wealth Management
Oregon
$538K +$15.9K +418 +3%
HI
1965
Hudock Inc
Pennsylvania
$538K +$6.94K +183 +1%
ALC
1966
Alexander Labrunerie & Co
Missouri
$537K +$537K +14,152 New
CC
1967
Chicago Capital
Illinois
$534K -$46.5K -1,226 -8%
BAG
1968
Bridgewealth Advisory Group
California
$534K -$61.3K -1,616 -10%
SC
1969
Sawyer & Company
Massachusetts
$534K
RHAM
1970
Round Hill Asset Management
California
$534K +$11.3K +297 +2%
WA
1971
WESPAC Advisors
California
$533K
CG
1972
CFO4Life Group
Texas
$533K +$84K +2,215 +19%
DCM
1973
Driehaus Capital Management
Illinois
$532K +$532K +14,029 New
AFP
1974
Ausdal Financial Partners
Iowa
$532K -$57.9K -1,526 -10%
LSA
1975
Lion Street Advisors
Texas
$531K