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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 %
SW
2051
SlateStone Wealth
Florida
$471K +$19.2K +505 +4%
FAT
2052
First American Trust
California
$471K +$471K +12,408 New
CG
2053
Clarus Group
Texas
$470K -$10.5K -278 -2%
SLA
2054
Silver Lake Advisory
Utah
$467K +$3.26K +86 +0.7%
KWM
2055
Keebeck Wealth Management
Illinois
$467K -$3.72K -98 -0.8%
TF
2056
Trek Financial
Arizona
$466K +$11K +290 +2%
AWM
2057
Aberdeen Wealth Management
Illinois
$465K
C
2058
CEDRUS
Colorado
$464K +$66.8K +1,762 +17%
MSG
2059
Main Street Group
Virginia
$463K +$255K +6,753 +122%
PPP
2060
Private Portfolio Partners
New Jersey
$462K -$45.5K -1,201 -9%
VP
2061
Verum Partners
North Carolina
$462K -$27.4K -723 -6%
MCM
2062
MV Capital Management
Maryland
$462K -$10.2K -268 -2%
AP
2063
Atwood & Palmer
Missouri
$461K -$4.21K -111 -0.9%
OHWP
2064
Oak Harbor Wealth Partners
North Carolina
$460K
SMA
2065
Seven Mile Advisory
New Jersey
$460K +$39.6K +1,044 +9%
SPWM
2066
Schrum Private Wealth Management
Florida
$459K +$10K +265 +2%
HBW
2067
Hazlett, Burt & Watson
West Virginia
$458K +$25.6K +673 +6%
VC
2068
Vicus Capital
Pennsylvania
$458K +$60.8K +1,603 +15%
ES
2069
Eagle Strategies
New York
$457K +$457K +12,065 New
JFGIW
2070
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K -$353K -9,267 -44%
HWM
2071
Hemington Wealth Management
Virginia
$456K -$24.8K -653 -5%
AI
2072
AXS Investments
New York
$454K +$29.5K +777 +7%
MAC
2073
Mason & Associates (California)
California
$454K +$7.58K +200 +2%
AF
2074
Alerus Financial
North Dakota
$453K -$7.51K -198 -2%
D
2075
Diversified
Delaware
$452K -$22.1K -582 -5%