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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 %
SBF
1976
Sara-Bay Financial
Florida
$575K +$173K +4,350 +43%
SSWM
1977
Sheets Smith Wealth Management
North Carolina
$574K +$358 +9 +0.1%
JFG
1978
Jefferies Financial Group
New York
$573K -$1.09M -27,464 -66%
PP
1979
Patron Partners
Texas
$571K -$37.2K -936 -6%
PBF
1980
Petix & Botte Financial
California
$570K +$285K +7,167 +100%
DWM
1981
Defined Wealth Management
Oregon
$570K +$6.16K +155 +1%
APM
1982
Advanced Portfolio Management
New York
$567K
HI
1983
Hudock Inc
Pennsylvania
$567K +$2.78K +70 +0.5%
OWA
1984
Opal Wealth Advisors
New York
$566K +$67.5K +1,696 +14%
LF
1985
Lantz Financial
Illinois
$565K +$8.19K +206 +1%
AIC
1986
Archer Investment Corporation
Indiana
$564K +$24.2K +608 +4%
RP
1987
Rice Partnership
Hawaii
$563K +$16.5K +414 +3%
BAG
1988
Bridgewealth Advisory Group
California
$562K +$1.39K +35 +0.2%
VC
1989
Vicus Capital
Pennsylvania
$558K +$78.2K +1,967 +16%
HAS
1990
HBW Advisory Services
California
$558K -$56.4K -1,418 -9%
MCC
1991
Maiden Cove Capital
Maine
$558K +$558K +14,864 New
CIA
1992
Cladis Investment Advisory
Montana
$558K -$103K -2,598 -16%
WA
1993
WESPAC Advisors
California
$557K -$1.91K -48 -0.3%
G
1994
GenTrust
Florida
$557K +$163K +4,087 +41%
SLG
1995
Stanley-Laman Group
Pennsylvania
$557K
OCBCO
1996
Oversea-Chinese Banking Corp (OCBC)
Singapore
$557K -$2.93M -75,115 -84%
VH
1997
Visionary Horizons
Tennessee
$554K -$31.9K -802 -5%
NCFG
1998
New Century Financial Group
New Jersey
$553K +$553K +13,917 New
FWCM
1999
Ferguson Wellman Capital Management
Oregon
$553K -$46.9K -1,180 -8%
AWM
2000
Activest Wealth Management
Florida
$552K +$477K +12,006 +640%