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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 %
FBC
2326
Fairfield, Bush & Co
Connecticut
$307K
TA
2327
TrueWealth Advisors
Alabama
$307K -$39.6K -1,044 -11%
LWM
2328
Laidlaw Wealth Management
New York
$306K -$310K -8,187 -50%
CIG
2329
Cascade Investment Group
Colorado
$306K -$38 -1 -0%
FA
2330
Financial Advisors
Massachusetts
$306K
MCCA
2331
Mill Creek Capital Advisors
Pennsylvania
$305K -$102K -2,682 -25%
BAM
2332
Bellevue Asset Management
Washington
$305K -$796 -21 -0.3%
OHIS
2333
Oak Harvest Investment Services
Texas
$305K +$1.14K +30 +0.4%
CAM
2334
Campion Asset Management
Virginia
$305K -$6.07K -160 -2%
OPWM
2335
Oxinas Partners Wealth Management
Indiana
$305K -$25.8K -680 -8%
WWS
2336
Wellington Wealth Strategies
Indiana
$305K +$305K +8,041 New
KWM
2337
Kolinsky Wealth Management
New Jersey
$305K +$5.84K +154 +2%
HIM
2338
Hillsdale Investment Management
Ontario, Canada
$305K -$65.6K -1,730 -18%
MCP
2339
Mirador Capital Partners
California
$305K -$5.31K -140 -2%
UBV
2340
United Bank (Virginia)
Virginia
$304K
SEP
2341
Southland Equity Partners
Missouri
$303K -$114K -3,005 -27%
JWCA
2342
J.W. Coons Advisors
Ohio
$302K
CFO
2343
Collective Family Office
Pennsylvania
$302K +$54.8K +1,445 +22%
LJHT
2344
Laurie J. Hall Trustee
$302K
CCP
2345
Clarity Capital Partners
California
$302K +$11.9K +315 +4%
WFS
2346
Widmann Financial Services
Maryland
$300K -$21.9K -578 -7%
FBT
2347
First Bank & Trust
South Dakota
$300K -$21.4K -564 -7%
BBW
2348
Blue Barn Wealth
Utah
$299K -$71.4K -1,883 -19%
VCP
2349
Vista Capital Partners
Oregon
$299K
CWP
2350
CFM Wealth Partners
Texas
$299K