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Bank of America

2,957 hedge funds and large institutions have $215B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,140 increasing their positions, 1,278 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,957
Holders Change
+34
Holders Change %
+1.16%
% of All Funds
42.77%
Holding in Top 10
92
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.02%
% of All Funds
1.33%
New
189
Increased
1,140
Reduced
1,278
Closed
120
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VDI
2001
Vaughan David Investments
Illinois
$561K -$77K -1,940 -12%
CWA
2002
Canvas Wealth Advisors
Kansas
$561K -$31.6K -797 -5%
SCP
2003
Sivia Capital Partners
California
$560K -$15.7K -395 -3%
LPP
2004
Life Planning Partners
Florida
$558K -$121K -3,041 -18%
AF
2005
Apexium Financial
Texas
$557K +$9.68K +244 +2%
WA
2006
WESPAC Advisors
California
$556K +$159 +4 +0%
UF
2007
Univest Financial
Pennsylvania
$556K +$556K +14,002 New
SLG
2008
Stanley-Laman Group
Pennsylvania
$556K
WBWA
2009
William B. Walkup & Associates
South Carolina
$555K -$67.5K -1,700 -11%
NMG
2010
New Millennium Group
Utah
$554K -$114K -2,875 -17%
PMG
2011
Private Management Group
California
$554K +$255K +6,422 +85%
CRWM
2012
Castle Rock Wealth Management
California
$554K +$104K +2,584 +23%
SSWM
2013
Sheets Smith Wealth Management
North Carolina
$553K -$19.6K -495 -3%
CC
2014
Chicago Capital
Illinois
$552K +$9.92K +250 +2%
SAM
2015
Secure Asset Management
Michigan
$551K -$180K -4,524 -25%
AIA
2016
Arbor Investment Advisors
North Carolina
$551K +$198K +4,991 +56%
CFG
2017
Copley Financial Group
California
$550K +$550K +13,859 New
PW
2018
Paladin Wealth
Minnesota
$549K +$549K +13,838 New
LFP
2019
Lakeshore Financial Planning
Michigan
$549K +$3.06K +77 +0.6%
CSPAM
2020
Cary Street Partners Asset Management
Virginia
$547K -$41.4K -1,044 -7%
AWM
2021
Activest Wealth Management
Florida
$547K -$3.73K -94 -0.7%
MAG
2022
M3 Advisory Group
Massachusetts
$546K +$6.35K +160 +1%
Capstone Investment Advisors
2023
Capstone Investment Advisors
New York
$545K -$1.32M -33,250 -71%
OL
2024
Optas LLC
Texas
$545K +$74.6K +1,880 +16%
OWA
2025
Outlook Wealth Advisors
Texas
$544K +$544K +13,714 New