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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 %
NCTC
2026
New Covenant Trust Company
Indiana
$544K +$58.5K +1,485 +12%
JWBC
2027
J.W. Burns & Co
New York
$542K -$573K -14,451 -51%
BOSSRA
2028
B.O.S.S. Retirement Advisors
Utah
$541K +$64.7K +1,631 +14%
CIA
2029
Cladis Investment Advisory
Montana
$541K -$15.8K -399 -3%
GKWIM
2030
Gerber Kawasaki Wealth & Investment Management
California
$540K -$221K -5,580 -29%
HA
2031
Hanover Advisors
South Carolina
$540K
PPP
2032
Private Portfolio Partners
New Jersey
$539K +$539K +13,596 New
FNBOO
2033
First National Bank of Omaha
Nebraska
$539K -$39.7K -1,000 -7%
CWA
2034
Clearview Wealth Advisors
Oregon
$539K -$262K -6,595 -33%
BCCM
2035
Black Cypress Capital Management
Florida
$538K -$114K -2,879 -18%
BFG
2036
Berger Financial Group
Minnesota
$538K +$43.6K +1,099 +9%
BRG
2037
Bay Rivers Group
Virginia
$534K -$794 -20 -0.1%
SW
2038
SlateStone Wealth
Florida
$533K +$84.2K +2,121 +19%
RCM
2039
Raleigh Capital Management
North Carolina
$533K -$49.7K -1,252 -9%
HI
2040
Hudock Inc
Pennsylvania
$533K -$32.8K -827 -6%
BEAM
2041
Baker Ellis Asset Management
Washington
$532K +$43.6K +1,100 +9%
PG
2042
Patten Group
Tennessee
$530K -$263K -6,620 -33%
HAS
2043
HBW Advisory Services
California
$530K -$27.3K -687 -5%
BT
2044
Brandywine Trust
Delaware
$529K
BL
2045
Balentine LLC
Georgia
$528K +$528K +13,304 New
Aristotle Capital Management
2046
Aristotle Capital Management
California
$528K
TCOT
2047
Trust Company of Toledo
Ohio
$527K +$16.5K +417 +3%
FWCM
2048
Ferguson Wellman Capital Management
Oregon
$527K -$24.8K -625 -4%
SWRP
2049
Summit Wealth & Retirement Planning
California
$527K +$30.6K +770 +6%
AWM
2050
Ariadne Wealth Management
California
$526K +$145K +3,228 +38%