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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 %
MAG
2001
M3 Advisory Group
Massachusetts
$514K -$40K -1,056 -7%
WP
2002
WealthShield Partners
North Carolina
$511K -$66.7K -1,751 -12%
FA
2003
Fiducient Advisors
Illinois
$507K +$645 +17 +0.1%
WCM
2004
Weik Capital Management
Pennsylvania
$506K -$17.1K -450 -3%
BT
2005
Brandywine Trust
Delaware
$505K
OIA
2006
Optimum Investment Advisors
Illinois
$505K -$93.7K -2,472 -16%
Aristotle Capital Management
2007
Aristotle Capital Management
California
$504K
DLCIG
2008
D.L. Carlson Investment Group
New Hampshire
$504K -$15.2K -400 -3%
BCM
2009
BluePath Capital Management
Georgia
$503K +$76.8K +2,025 +18%
MAWCM
2010
Mine & Arao Wealth Creation & Management
California
$502K -$5.69K -150 -1%
GIA
2011
Guyasuta Investment Advisors
Pennsylvania
$500K
SIA
2012
SkyView Investment Advisors
New Jersey
$500K +$500K +13,174 New
Q
2013
QVR
California
$500K +$500K +13,184 New
WP
2014
WMS Partners
Maryland
$496K +$84.7K +2,233 +21%
NCTC
2015
New Covenant Trust Company
Indiana
$495K +$495K +13,059 New
TCMP
2016
Thrive Capital Management (Pennsylvania)
Pennsylvania
$495K -$41.8K -1,102 -8%
GAM
2017
Gemmer Asset Management
California
$495K -$38.3K -1,011 -7%
BFG
2018
Berger Financial Group
Minnesota
$495K +$24.9K +656 +5%
RWA
2019
Redhawk Wealth Advisors
Minnesota
$494K -$28.8K -760 -6%
RIM
2020
Rockbridge Investment Management
New York
$494K
UFF
2021
USA Financial Formulas
Michigan
$492K +$489K +12,888 +16,523%
GPA
2022
Guidance Point Advisors
Massachusetts
$491K -$3K -79 -0.6%
RWP
2023
Revolve Wealth Partners
New Jersey
$489K +$2.73K +72 +0.6%
FNBOO
2024
First National Bank of Omaha
Nebraska
$488K -$436K -10,450 -47%
WIP
2025
WealthCare Investment Partners
Rhode Island
$486K -$81.7K -2,155 -14%