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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 %
BFA
2001
Benedict Financial Advisors
Georgia
$549K -$99.5K -2,501 -15%
AF
2002
Apexium Financial
Texas
$549K +$9.78K +246 +2%
LFP
2003
Lakeshore Financial Planning
Michigan
$547K -$34.9K -878 -6%
SFC
2004
SYM Financial Corp
Indiana
$546K +$546K +13,729 New
CC
2005
Chicago Capital
Illinois
$544K -$16.6K -417 -3%
AFP
2006
Ausdal Financial Partners
Iowa
$542K -$15.2K -381 -3%
DIP
2007
DT Investment Partners
Pennsylvania
$542K +$148K +3,714 +37%
HA
2008
Hanover Advisors
South Carolina
$541K -$2.67K -67 -0.5%
GSIAS
2009
Garden State Investment Advisory Services
New Jersey
$541K -$16.4K -411 -3%
MAG
2010
M3 Advisory Group
Massachusetts
$541K +$1.75K +44 +0.3%
BRG
2011
Bay Rivers Group
Virginia
$536K +$30.6K +770 +6%
GDP
2012
Great Diamond Partners
Maine
$535K -$51K -1,283 -9%
DLCIG
2013
D.L. Carlson Investment Group
New Hampshire
$530K +$1.79K +45 +0.3%
BT
2014
Brandywine Trust
Delaware
$530K
Aristotle Capital Management
2015
Aristotle Capital Management
California
$529K
NCTC
2016
New Covenant Trust Company
Indiana
$529K -$31.4K -733 -6%
RWP
2017
Revolve Wealth Partners
New Jersey
$528K +$14.6K +368 +3%
FFA
2018
Florida Financial Advisors
Florida
$526K +$98.7K +2,481 +23%
OIA
2019
Optimum Investment Advisors
Illinois
$526K -$3.78K -95 -0.7%
WP
2020
WealthShield Partners
North Carolina
$526K -$8.47K -213 -2%
IF
2021
Intrua Financial
Texas
$525K -$277K -6,961 -35%
MBFW
2022
Morton Brown Family Wealth
Pennsylvania
$525K +$19.6K +456 +4%
FPWM
2023
FSB Premier Wealth Management
Iowa
$523K +$164K +4,119 +46%
WCM
2024
Weik Capital Management
Pennsylvania
$523K -$7.95K -200 -1%
TVM
2025
True Vision MN
Minnesota
$523K +$523K +13,141 New