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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 %
TPWM
2301
Twelve Points Wealth Management
Massachusetts
$320K -$21.4K -564 -6%
EFG
2302
Ethos Financial Group
Pennsylvania
$320K -$4.18K -109 -1%
CST
2303
Charles Schwab Trust
Nevada
$318K -$5.16K -136 -2%
PCM
2304
Penserra Capital Management
California
$317K -$1.19M -31,333 -79%
CBFP
2305
Cedar Brook Financial Partners
Ohio
$316K -$4.32K -114 -1%
WA
2306
Waddell & Associates
Tennessee
$316K -$224K -5,896 -41%
MFGP
2307
Marshall Financial Group (Pennsylvania)
Pennsylvania
$315K +$2.12K +56 +0.7%
QFA
2308
Quantum Financial Advisors
California
$315K -$20.3K -535 -6%
SAM
2309
Strategy Asset Managers
California
$315K +$190 +5 +0.1%
EWM
2310
EPG Wealth Management
Georgia
$315K +$10.1K +266 +3%
NPFS
2311
Novak & Powell Financial Services
Florida
$314K +$379 +10 +0.1%
NQWM
2312
Northwest Quadrant Wealth Management
Oregon
$314K +$796 +21 +0.3%
CWM
2313
Centric Wealth Management
Illinois
$313K +$1.33K +36 +0.4%
FP
2314
Financial Perspectives
Minnesota
$313K -$7.7K -203 -2%
CMANY
2315
Capital Management Associates (New York)
New York
$312K -$6.14K -162 -2%
KWMG
2316
King Wealth Management Group
Florida
$312K -$79.1K -2,086 -20%
RCI
2317
RS Crum Inc
California
$312K -$15.2K -400 -5%
WIM
2318
Warwick Investment Management
Texas
$312K +$312K +8,219 New
CA
2319
Corrado Advisors
New Jersey
$311K +$311K +8,211 New
SMH
2320
Sanders Morris Harris
Texas
$311K +$311K +8,203 New
JC
2321
Jacobs & Co
California
$311K -$53.8K -1,420 -15%
BWM
2322
BCS Wealth Management
Tennessee
$311K
GHA
2323
GW Henssler & Associates
Georgia
$310K -$12.5K -329 -4%
ONSWM
2324
Old North State Wealth Management
North Carolina
$309K +$15.5K +409 +5%
SSWM
2325
Strait & Sound Wealth Management
California
$308K +$19.1K +525 +7%