BAC icon

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 %
AWA
2126
Amplius Wealth Advisors
Pennsylvania
$419K -$116K -3,048 -22%
AIIMS
2127
Analyst IMS Investment Management Services
Israel
$419K +$47.6K +1,254 +13%
TFA
2128
Toth Financial Advisory
Virginia
$417K +$7.77K +205 +2%
BWCS
2129
Beirne Wealth Consulting Services
Connecticut
$417K -$140K -3,699 -25%
HKIM
2130
Hayek Kallen Investment Management
Alabama
$417K +$118K +3,120 +40%
TAM
2131
Townsend Asset Management
North Carolina
$417K +$72.8K +1,920 +21%
CAM
2132
Cozad Asset Management
Illinois
$416K -$1.52K -40 -0.4%
CRWM
2133
Castle Rock Wealth Management
California
$415K -$34.6K -937 -8%
FFC
2134
First Financial Corp
Indiana
$413K -$61.4K -1,620 -13%
SWP
2135
Semus Wealth Partners
Florida
$413K +$3.72K +98 +0.9%
NWA
2136
New World Advisors
Massachusetts
$413K -$73.9K -1,950 -15%
AAP
2137
Arax Advisory Partners
Colorado
$412K +$2.16K +57 +0.5%
MWAM
2138
Manhattan West Asset Management
California
$412K +$2.58K +68 +0.6%
UAG
2139
United Advisor Group
Ohio
$412K +$412K +10,862 New
MCWA
2140
Meadow Creek Wealth Advisors
Georgia
$411K +$50.2K +1,325 +14%
CIM
2141
Confluence Investment Management
Missouri
$409K -$379K -10,000 -48%
AFG
2142
ABLE Financial Group
Arizona
$409K -$11.5K -304 -3%
OFS
2143
Oldfather Financial Services
Nebraska
$408K
FFA
2144
Florida Financial Advisors
Florida
$408K -$2.02M -53,194 -83%
OL
2145
Optas LLC
Texas
$407K +$2.09K +55 +0.5%
JCM
2146
Jag Capital Management
Missouri
$407K +$64.6K +1,703 +19%
APC
2147
Aspire Private Capital
North Carolina
$407K -$1.71K -45 -0.4%
SIC
2148
Sigma Investment Counselors
Michigan
$406K
APW
2149
Austin Private Wealth
Texas
$406K -$104K -2,780 -20%
BAM
2150
Brave Asset Management
New Jersey
$406K +$26.6K +701 +7%