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Bank of America

2,957 hedge funds and large institutions have $215B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,140 increasing their positions, 1,278 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,957
Holders Change
+34
Holders Change %
+1.16%
% of All Funds
42.77%
Holding in Top 10
92
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.02%
% of All Funds
1.33%
New
189
Increased
1,140
Reduced
1,278
Closed
120
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
2301
Garde Capital
Washington
$365K
TWM
2302
TCFG Wealth Management
California
$364K +$364K +9,179 New
MC
2303
Miramar Capital
Illinois
$364K -$478K -12,048 -57%
TWM
2304
Triton Wealth Management
Arizona
$362K
LWM
2305
Lakeridge Wealth Management
Ohio
$362K +$238 +6 +0.1%
PP
2306
Pingora Partners
Wyoming
$362K -$18.3K -461 -5%
GFG
2307
Greystone Financial Group
Michigan
$361K
JCM
2308
Jacobsen Capital Management
Utah
$361K +$44.2K +1,113 +14%
BWA
2309
Blodgett Wealth Advisors
California
$361K +$357 +9 +0.1%
HCA
2310
Hyperion Capital Advisors
New York
$360K
SP
2311
Sequent Planning
Nebraska
$360K -$1.63K -41 -0.4%
LCOV
2312
London Company of Virginia
Virginia
$359K -$45.8K -1,153 -11%
PAG
2313
Powers Advisory Group
Illinois
$357K +$1.67K +42 +0.5%
LC
2314
LCNB Corp
Ohio
$357K -$77.5K -1,952 -18%
PCMF
2315
Private Capital Management (Florida)
Florida
$357K -$62.2K -1,568 -15%
QFA
2316
Quantum Financial Advisors
California
$356K +$26.1K +657 +8%
BWFA
2317
Baltimore-Washington Financial Advisors
Maryland
$356K -$2.54K -64 -0.7%
CST
2318
Charles Schwab Trust
Nevada
$355K
MA
2319
Mezzasalma Advisors
New Jersey
$354K +$16.6K +418 +5%
EWS
2320
Eagle Wealth Strategies
New Jersey
$351K -$8.29K -209 -2%
JHCP
2321
Jackson Hole Capital Partners
Oklahoma
$350K -$46.2K -1,165 -12%
CWA
2322
Consilio Wealth Advisors
Washington
$350K +$40K +1,009 +13%
PPC
2323
Park Place Capital
Alabama
$350K
TPWM
2324
Twelve Points Wealth Management
Massachusetts
$350K +$14.6K +369 +4%
SEP
2325
Southland Equity Partners
Missouri
$349K +$28.7K +723 +9%