BAC icon

Bank of America

2,923 hedge funds and large institutions have $224B invested in Bank of America in 2024 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 1,152 increasing their positions, 1,242 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,923
Holders Change
+26
Holders Change %
+0.9%
% of All Funds
42.51%
Holding in Top 10
107
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.94%
% of All Funds
1.56%
New
196
Increased
1,152
Reduced
1,242
Closed
130
Calls
$4.56B
Puts
$6.11B
Net Calls
-$1.55B
Net Calls Change
+$1.48B
Name Holding Trade Value Shares
Change
Shares
Change %
TA
2251
TrueWealth Advisors
Alabama
$370K +$48.6K +1,223 +15%
BGAI
2252
Bruce G. Allen Investments
Colorado
$369K -$32.1K -808 -8%
SWMP
2253
Signature Wealth Management Partners
New Jersey
$369K
PA
2254
Perennial Advisors
New York
$368K +$59.7K +1,500 +19%
MHR
2255
Matthew Hamilton Rosenberg
$366K -$7.64K -191 -2%
FSA
2256
Financial Security Advisor
Virginia
$366K +$3.98K +100 +1%
GC
2257
Garde Capital
Washington
$366K -$39.7K -1,000 -10%
OPPS
2258
Obsidian Personal Planning Solutions
Maryland
$365K +$756 +19 +0.2%
SP
2259
Sequent Planning
Nebraska
$365K -$22.6K -564 -6%
EWM
2260
EPG Wealth Management
Georgia
$364K -$315K -8,298 Closed
KLWA
2261
Kelly Lawrence W & Associates
California
$364K +$151K +3,794 +71%
KIA
2262
Kraematon Investment Advisors
Massachusetts
$364K +$1.55K +39 +0.4%
CHA
2263
Cooper/Haims Advisors
New York
$364K +$18.1K +455 +5%
BST
2264
Bath Savings Trust
Maine
$363K
LWM
2265
Lakeridge Wealth Management
Ohio
$362K +$199 +5 +0.1%
SIA
2266
Sage Investment Advisers
New York
$362K -$716 -18 -0.2%
GFG
2267
Greystone Financial Group
Michigan
$362K
BWA
2268
Blodgett Wealth Advisors
California
$361K -$5.45K -137 -1%
HCA
2269
Hyperion Capital Advisors
New York
$361K
EWS
2270
Eagle Wealth Strategies
New Jersey
$360K -$15K -377 -4%
LTI
2271
Laffer Tengler Investments
Tennessee
$360K +$169K +4,252 +89%
BWFA
2272
Baltimore-Washington Financial Advisors
Maryland
$359K +$359K +9,028 New
CF
2273
Convergence Financial
Missouri
$359K +$359K +9,023 New
TC
2274
Trilogy Capital
California
$359K +$134K +3,372 +60%
FAFN
2275
First Affirmative Financial Network
Colorado
$358K +$12.6K +316 +4%