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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 %
SCG
2226
Sonata Capital Group
Washington
$364K
CA
2227
Continuum Advisory
Idaho
$364K -$471K -12,301 -56%
NEPPG
2228
New England Professional Planning Group
Rhode Island
$363K -$3.79K -100 -1%
OBWG
2229
Onyx Bridge Wealth Group
New York
$363K -$4.16K -110 -1%
FAM
2230
Flaharty Asset Management
Florida
$363K -$100K -2,649 -22%
GCP
2231
GSA Capital Partners
United Kingdom
$363K +$135K +3,553 +59%
MTWM
2232
Masso Torrence Wealth Management
New Jersey
$362K -$1.93K -51 -0.5%
KA
2233
Klingman & Associates
New York
$359K +$17.9K +473 +5%
PHS
2234
Pekin Hardy Strauss
Illinois
$359K
RFM
2235
Royal Fund Management
Florida
$358K +$12.7K +334 +4%
CWM
2236
Centurion Wealth Management
Virginia
$358K +$358K +9,444 New
KFSC
2237
Keystone Financial Services (Colorado)
Colorado
$358K +$152 +4 +0%
DWM
2238
Dogwood Wealth Management
Kansas
$357K +$33.7K +888 +10%
ATWA
2239
Arbor Trust Wealth Advisors
Michigan
$357K +$18.3K +500 +5%
EWM
2240
Executive Wealth Management
Michigan
$356K +$10K +267 +3%
SP
2241
Successful Portfolios
Florida
$354K +$1.78K +47 +0.5%
FSA
2242
Franklin Street Advisors
North Carolina
$354K
EWS
2243
Eagle Wealth Strategies
New Jersey
$354K -$6.34K -169 -2%
OWA
2244
One Wealth Advisors
California
$354K +$1.9K +50 +0.5%
AC
2245
Apella Capital
Connecticut
$352K +$3.7K +98 +1%
CFG
2246
Cooper Financial Group
California
$352K +$77.3K +2,038 +28%
BP
2247
BBR Partners
New York
$352K -$21.4K -565 -6%
SWMP
2248
Signature Wealth Management Partners
New Jersey
$352K -$22.8K -600 -6%
MHR
2249
Matthew Hamilton Rosenberg
$351K +$4.28K +114 +1%
VCM
2250
Vivaldi Capital Management
Illinois
$350K -$33.9K -882 -9%