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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 %
AWMG
2201
Alliance Wealth Management Group
New Jersey
$377K
HFS
2202
Heritage Financial Services
Massachusetts
$376K +$27.6K +729 +8%
DIP
2203
DT Investment Partners
Pennsylvania
$376K +$44.2K +1,165 +13%
TCB
2204
Texas Capital Bancshares
Texas
$376K -$1.33K -35 -0.4%
WFA
2205
Websterrogers Financial Advisors
South Carolina
$376K +$7.59K +200 +2%
WAM
2206
Walker Asset Management
Missouri
$374K +$1.37K +36 +0.4%
ACM
2207
Allred Capital Management
Texas
$374K -$8.15K -215 -2%
CPRC
2208
Consolidated Portfolio Review Corp
New York
$374K -$231K -6,101 -38%
GWP
2209
Gateway Wealth Partners
Wisconsin
$373K -$14.4K -379 -4%
WFA
2210
Wellspring Financial Advisors
Ohio
$373K +$34K +897 +10%
VST
2211
Van Strum & Towne
California
$373K
MAG
2212
Mayfair Advisory Group
Alabama
$373K +$71.7K +1,890 +24%
OFG
2213
Oxford Financial Group
Indiana
$372K +$55.7K +1,470 +18%
TWM
2214
Triton Wealth Management
Arizona
$372K +$38 +1 +0%
NVCHI
2215
New Vernon Capital Holdings II
New Jersey
$370K +$370K +9,760 New
LIG
2216
Lokken Investment Group
Delaware
$370K
CCG
2217
Chatham Capital Group
Georgia
$370K
RA
2218
Riversedge Advisors
Delaware
$369K -$68.3K -1,802 -16%
TCWA
2219
Turtle Creek Wealth Advisors
Texas
$369K -$89.9K -2,371 -20%
IWM
2220
Integris Wealth Management
California
$369K -$98.8K -2,605 -21%
JHCP
2221
Jackson Hole Capital Partners
Oklahoma
$369K +$228 +6 +0.1%
SP
2222
Sequent Planning
Nebraska
$367K +$367K +9,677 New
CWA
2223
Consilium Wealth Advisory
Texas
$365K
BOPW
2224
Brandywine Oak Private Wealth
Pennsylvania
$364K
TCM
2225
Tradewinds Capital Management
Washington
$364K +$266K +7,019 +272%