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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 %
CIA
2026
Cape Investment Advisory
Georgia
$485K -$9.1K -240 -2%
EA
2027
Ergawealth Advisors
Illinois
$485K
TWM
2028
Tradition Wealth Management
Minnesota
$485K +$7.43K +196 +2%
SWRP
2029
Summit Wealth & Retirement Planning
California
$484K +$484K +12,770 New
AFG
2030
Albion Financial Group
Utah
$484K
SL
2031
Salomon & Ludwin
Virginia
$483K -$15.5K -410 -3%
RCG
2032
Regatta Capital Group
California
$482K +$16.2K +426 +3%
BRG
2033
Bay Rivers Group
Virginia
$481K +$22.8K +600 +5%
BWA
2034
BlueChip Wealth Advisors
Georgia
$480K -$326K -8,608 -40%
FPCP
2035
Fort Point Capital Partners
California
$479K +$76 +2 +0%
KFA
2036
Kapstone Financial Advisors
Ohio
$479K
SWA
2037
SFMG Wealth Advisors
Texas
$477K -$50.1K -1,320 -9%
ACM
2038
Arcataur Capital Management
Wisconsin
$477K
TCOT
2039
Trust Company of Toledo
Ohio
$477K +$7.7K +203 +2%
PSF
2040
Pacific Sun Financial
California
$476K +$476K +12,565 New
CIM
2041
CIM Investment Management
Pennsylvania
$476K
OA
2042
Oxbow Advisors
Texas
$476K -$7.32K -193 -2%
OWA
2043
Opal Wealth Advisors
New York
$475K +$69.4K +1,829 +17%
TFCP
2044
Twin Focus Capital Partners
Massachusetts
$475K
SCM
2045
Sollinda Capital Management
Florida
$475K -$18.5K -489 -4%
V
2046
VeraBank
Texas
$474K -$2.12K -56 -0.4%
CWM
2047
Cahaba Wealth Management
Georgia
$473K +$25.4K +669 +6%
ORC
2048
O'Rourke & Company
Massachusetts
$473K +$18K +476 +4%
IF
2049
Integrity Financial
Wyoming
$472K -$5.12K -135 -1%
KJHP
2050
K.J. Harrison & Partners
Ontario, Canada
$472K +$18.2K +480 +4%