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Bank of America

2,300 hedge funds and large institutions have $220B invested in Bank of America in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 784 increasing their positions, 955 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,300
Holders Change
+219
Holders Change %
+10.52%
% of All Funds
45.42%
Holding in Top 10
236
Holding in Top 10 Change
+71
Holding in Top 10 Change %
+43.03%
% of All Funds
4.66%
New
346
Increased
784
Reduced
955
Closed
93
Calls
$4.98B
Puts
$7.19B
Net Calls
-$2.21B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
SNT
2001
Security National Trust
West Virginia
$264K
BWP
2002
Bernardo Wealth Planning
Pennsylvania
$264K +$15.3K +434 +6%
MWM
2003
Maltin Wealth Management
New Jersey
$264K +$264K +7,507 New
EGM
2004
Engineers Gate Manager
New York
$263K -$1.79M -50,820 -87%
WA
2005
Wealthstar Advisors
Texas
$263K -$2.4K -68 -0.9%
CRCM
2006
Corbett Road Capital Management
Virginia
$263K +$263K +7,454 New
CQS
2007
Credential Qtrade Securities
$262K +$123K +3,481 +88%
BST
2008
Bath Savings Trust
Maine
$262K -$5.39K -153 -2%
MWM
2009
Minot Wealth Management
Massachusetts
$262K +$262K +7,630 New
CAM
2010
Cypress Asset Management
Texas
$261K +$261K +7,405 New
BG
2011
Berry Group
Massachusetts
$261K +$261K +7,417 New
FWM
2012
FSA Wealth Management
Massachusetts
$261K +$261K +7,420 New
CRWM
2013
Castle Rock Wealth Management
California
$259K -$139 -4 -0.1%
PCFFS
2014
Pacific Center for Financial Services
California
$258K -$39.4K -1,119 -13%
FM
2015
Foster & Motley
Ohio
$257K
DWM
2016
Darwin Wealth Management
Florida
$257K +$5.6K +159 +2%
TLP
2017
Trinity Legacy Partners
Texas
$256K -$50K -1,430 -16%
JHCP
2018
Jackson Hole Capital Partners
Oklahoma
$256K
BWM
2019
BCS Wealth Management
Tennessee
$255K +$255K +7,243 New
CG
2020
CFO4Life Group
Texas
$254K -$14.5K -413 -5%
C
2021
Certuity
Florida
$254K +$254K +7,213 New
HGWM
2022
Harvest Group Wealth Management
Massachusetts
$253K -$78.2K -2,227 -24%
SCG
2023
Sonata Capital Group
Washington
$253K +$1.06K +30 +0.4%
MWPCG
2024
Measured Wealth Private Client Group
New Hampshire
$253K +$253K +7,170 New
CST
2025
Charles Schwab Trust
Nevada
$253K +$253K +7,190 New