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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 %
DLCIG
2176
D.L. Carlson Investment Group
New Hampshire
$441K -$87.9K -2,216 -17%
TCPW
2177
Twin City Private Wealth
North Carolina
$441K +$6.27K +158 +1%
SBF
2178
Sara-Bay Financial
Florida
$440K -$133K -3,348 -23%
PCM
2179
Prelude Capital Management
New York
$440K -$235K -5,925 -35%
TF
2180
Trek Financial
Arizona
$440K -$10.6K -266 -2%
APW
2181
Austin Private Wealth
Texas
$439K +$14K +352 +3%
SAM
2182
Smithbridge Asset Management
Pennsylvania
$437K
WRPWM
2183
Werba Rubin Papier Wealth Management
California
$436K +$90.5K +2,282 +26%
RHAM
2184
Round Hill Asset Management
California
$436K -$26.4K -665 -6%
KFSC
2185
Keystone Financial Services (Colorado)
Colorado
$435K +$30K +757 +7%
TAM
2186
Townsend Asset Management
North Carolina
$435K -$3.1K -78 -0.7%
BWM
2187
Brophy Wealth Management
New Hampshire
$434K +$434K +10,937 New
CIM
2188
Chapman Investment Management
California
$433K +$40 +1 +0%
EWS
2189
Evergreen Wealth Solutions
Pennsylvania
$433K -$53.2K -1,340 -11%
SOS
2190
Silver Oak Securities
Tennessee
$431K +$125K +3,164 +41%
PA
2191
Promethium Advisors
Maryland
$431K +$431K +10,865 New
RPWA
2192
Regent Peak Wealth Advisors
Georgia
$431K +$7.5K +189 +2%
SCM
2193
Sollinda Capital Management
Florida
$430K -$39.7K -1,000 -8%
TFA
2194
Toth Financial Advisory
Virginia
$429K +$159 +4 +0%
VFP
2195
Verus Financial Partners
Virginia
$429K -$9.81K -250 -2%
OWP
2196
Obermeyer Wealth Partners
Colorado
$429K -$85.4K -2,153 -17%
TGAM
2197
TBH Global Asset Management
Tennessee
$428K +$4.13K +104 +1%
SEIA
2198
Signature Estate & Investment Advisors
California
$428K -$11.3K -284 -3%
AWA
2199
Amplius Wealth Advisors
Pennsylvania
$427K
OFS
2200
Oldfather Financial Services
Nebraska
$427K