BAC icon

Bank of America

2,466 hedge funds and large institutions have $236B invested in Bank of America in 2021 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 1,041 increasing their positions, 905 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
+97
Holders Change %
+4.09%
% of All Funds
43.42%
Holding in Top 10
175
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+34.62%
% of All Funds
3.08%
New
253
Increased
1,041
Reduced
905
Closed
134
Calls
$4.19B
Puts
$5.77B
Net Calls
-$1.58B
Net Calls Change
+$618M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
2001
JGP Wealth Management
Oregon
$364K -$78.9K -2,039 -18%
FWCM
2002
Ferguson Wellman Capital Management
Oregon
$364K -$43.7K -1,128 -11%
VNA
2003
Valley National Advisers
Pennsylvania
$362K +$2.48K +64 +0.7%
ML
2004
McAdam LLC
Pennsylvania
$362K +$45.1K +1,167 +14%
CRCM
2005
Corbett Road Capital Management
Virginia
$360K +$360K +9,297 New
CBFP
2006
Cedar Brook Financial Partners
Ohio
$359K -$13.3K -345 -4%
GC
2007
Gilbert & Cook
Iowa
$359K +$29.3K +757 +9%
FVWA
2008
Foster Victor Wealth Advisors
South Carolina
$358K -$57K -1,450 -14%
BIM
2009
Bridgecreek Investment Management
Oklahoma
$358K
BAM
2010
Bellevue Asset Management
Washington
$356K -$7.77K -200 -2%
PHAM
2011
Palisades Hudson Asset Management
Florida
$355K
CBT
2012
CoreFirst Bank & Trust
Kansas
$355K
WDL
2013
Well Done LLC
Michigan
$355K +$9.64K +249 +3%
HAIM
2014
Hunter Associates Investment Management
Pennsylvania
$352K -$7.75K -200 -2%
CAM
2015
Claret Asset Management
Quebec, Canada
$352K +$13.8K +357 +4%
GFP
2016
Gryphon Financial Partners
Ohio
$352K +$18.1K +468 +5%
AWMG
2017
Alliance Wealth Management Group
New Jersey
$351K -$4.83K -125 -1%
GSBTD
2018
Glenview State Bank Trust Department
Illinois
$351K
SIA
2019
SkyView Investment Advisors
New Jersey
$350K -$25.2K -651 -7%
GD
2020
Grandfield & Dodd
New York
$350K +$35.4K +910 +11%
ACM
2021
Allred Capital Management
Texas
$349K +$5.57K +144 +2%
WGA
2022
Weather Gauge Advisory
Virginia
$349K -$41.6K -1,075 -11%
HR
2023
Hardy Reed
Mississippi
$349K -$1.16K -30 -0.3%
CCFCSB
2024
Cape Cod Five Cents Savings Bank
Massachusetts
$348K -$33.9K -875 -9%
SCM
2025
Sterneck Capital Management
Missouri
$347K -$67.7K -1,748 -16%