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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 %
KCPG
2151
Kavar Capital Partners Group
Kansas
$405K -$384K -10,115 -49%
Cohen & Steers
2152
Cohen & Steers
New York
$403K -$174K -4,581 -30%
SSW
2153
Stone Summit Wealth
Florida
$402K -$4.55K -120 -1%
TCPW
2154
Twin City Private Wealth
North Carolina
$402K +$402K +10,593 New
JWM
2155
JGP Wealth Management
Oregon
$402K +$8.87K +234 +2%
JLBC
2156
J.L. Bainbridge & Co
Florida
$402K
PCMF
2157
Private Capital Management (Florida)
Florida
$400K +$27K +711 +7%
UCMOK
2158
United Capital Management of KS
Kansas
$400K -$89.5K -2,360 -18%
SFB
2159
STAR Financial Bank
Indiana
$399K -$19.3K -510 -5%
SAM
2160
Smithbridge Asset Management
Pennsylvania
$398K
FI
2161
Financial Insights
Washington
$397K -$112K -2,952 -22%
LFG
2162
Larson Financial Group
Missouri
$396K +$334K +8,821 +542%
KW
2163
KWB Wealth
California
$395K -$90.4K -2,385 -19%
BWG
2164
Beta Wealth Group
California
$395K +$190 +5 +0%
AT
2165
Arlington Trust
Alabama
$394K -$5.95K -157 -1%
AGA
2166
Arkos Global Advisors
Texas
$393K +$393K +10,352 New
AMCA
2167
Arthur M. Cohen & Associates
Illinois
$393K -$4.86K -129 -1%
RWS
2168
Resolute Wealth Strategies
Mississippi
$393K
LCOV
2169
London Company of Virginia
Virginia
$392K
CM
2170
Cornerstone Management
Georgia
$391K -$7.58K -200 -2%
CPSAC
2171
Chas P. Smith & Associates (CPS)
Florida
$390K -$190K -5,020 -33%
CWS
2172
Cypress Wealth Services
California
$390K -$2.77K -73 -0.7%
CA
2173
Crewe Advisors
Utah
$388K +$388K +10,238 New
RBC
2174
Romano Brothers & Co
Illinois
$388K +$27K +712 +7%
CW
2175
Channel Wealth
California
$387K +$16.7K +441 +5%