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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 %
BWA
2251
Blodgett Wealth Advisors
California
$350K +$40.3K +1,064 +13%
CAC
2252
Certified Advisory Corp
Florida
$349K +$76 +2 +0%
FSA
2253
Financial Security Advisor
Virginia
$348K -$2.33K -61 -0.7%
WRPWM
2254
Werba Rubin Papier Wealth Management
California
$347K +$347K +9,153 New
TA
2255
Townsend & Associates
Colorado
$346K
KIA
2256
Kraematon Investment Advisors
Massachusetts
$346K -$43.5K -1,146 -11%
BST
2257
Bath Savings Trust
Maine
$346K -$5.99K -158 -2%
SIA
2258
Sage Investment Advisers
New York
$346K -$3.87K -102 -1%
CWM
2259
Cherrydale Wealth Management
New Jersey
$346K +$26.9K +710 +8%
LWM
2260
Lakeridge Wealth Management
Ohio
$345K -$309K -8,160 -47%
GFG
2261
Greystone Financial Group
Michigan
$345K -$26.4K -696 -7%
HCA
2262
Hyperion Capital Advisors
New York
$344K
NG
2263
Northstar Group
New York
$344K -$43.6K -1,150 -11%
FPWM
2264
FSB Premier Wealth Management
Iowa
$343K +$63.9K +1,685 +23%
CCA
2265
Cottonwood Capital Advisors
Utah
$342K -$26.1K -726 -7%
PA
2266
PSI Advisors
Florida
$342K +$341 +9 +0.1%
SFS
2267
Summit Financial Strategies
Ohio
$341K +$7.85K +207 +2%
FG
2268
Foster Group
Iowa
$340K +$55.3K +1,457 +19%
OPPS
2269
Obsidian Personal Planning Solutions
Maryland
$339K -$101K -2,728 -23%
EWM
2270
Evermay Wealth Management
Virginia
$339K -$2.58K -68 -0.8%
PPC
2271
Park Place Capital
Alabama
$338K +$9.86K +260 +3%
AFP
2272
Alpha Financial Partners
Kentucky
$337K +$1.33K +35 +0.4%
PAG
2273
Powers Advisory Group
Illinois
$337K +$78.5K +2,069 +30%
RC
2274
Rovin Capital
Arizona
$337K -$13.4K -353 -4%
M
2275
MOTCO
Texas
$336K +$207K +5,447 +159%