BAC icon

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
2276
Burt Wealth Advisors
Maryland
$335K +$54.1K +1,426 +19%
DWA
2277
Douglass Winthrop Advisors
New York
$331K +$75.8K +2,000 +30%
WW
2278
Westshore Wealth
California
$331K -$2.01K -53 -0.6%
ICP
2279
Interchange Capital Partners
Pennsylvania
$330K +$568 +15 +0.2%
FAFN
2280
First Affirmative Financial Network
Colorado
$330K -$4.78K -126 -1%
DA
2281
Dover Advisors
Virginia
$330K +$330K +8,695 New
MGWM
2282
Marks Group Wealth Management
Minnesota
$330K
CHA
2283
Cooper/Haims Advisors
New York
$329K -$1.25K -33 -0.4%
WAS
2284
Wealth Advisory Solutions
Indiana
$328K -$178K -4,684 -35%
TT
2285
TI-Trust
Illinois
$328K +$328K +8,646 New
AIP
2286
Almanack Investment Partners
Pennsylvania
$328K +$28.9K +762 +10%
CC
2287
Constitution Capital
Connecticut
$326K -$19K -500 -5%
SSA
2288
Sierra Summit Advisors
Nevada
$326K
GWM
2289
GSB Wealth Management
Connecticut
$325K
MA
2290
MBA Advisors
Pennsylvania
$325K -$17.3K -457 -5%
CA
2291
CGN Advisors
Kansas
$325K +$61.9K +1,633 +24%
OPCM
2292
Osborne Partners Capital Management
California
$324K +$98.3K +2,592 +44%
ZF
2293
Zhang Financial
Michigan
$324K +$265 +7 +0.1%
KIA
2294
KLR Investment Advisors
Rhode Island
$324K +$4.91K +130 +2%
IWP
2295
Invenio Wealth Partners
Florida
$323K -$103K -2,708 -24%
MA
2296
MKT Advisors
California
$322K +$33.6K +917 +12%
HC
2297
Hamilton Capital
Ohio
$321K -$17.2K -454 -5%
FCB
2298
First County Bank
Connecticut
$321K -$5.5K -145 -2%
DJSG
2299
D.J. St. Germain
Massachusetts
$321K -$9.48K -250 -3%
KA
2300
Kozak & Associates
Colorado
$320K +$3.14K +80 +1%