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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 %
SFS
2351
Summit Financial Strategies
Ohio
$337K
GSEP
2352
Golden State Equity Partners
California
$337K -$2.16M -54,510 -87%
SFB
2353
STAR Financial Bank
Indiana
$337K -$87.6K -2,208 -21%
MFGP
2354
Marshall Financial Group (Pennsylvania)
Pennsylvania
$336K +$2.1K +53 +0.6%
TW
2355
Traveka Wealth
California
$336K +$28.2K +711 +9%
CCMIC
2356
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$335K +$25.5K +642 +8%
WP
2357
WealthShield Partners
North Carolina
$334K -$191K -4,805 -36%
DI
2358
DDFG Inc
California
$333K -$9.88K -249 -3%
MWP
2359
Meridian Wealth Partners
Pennsylvania
$331K +$1.27K +32 +0.4%
UBV
2360
United Bank (Virginia)
Virginia
$330K +$7.62K +192 +2%
SP
2361
Successful Portfolios
Florida
$329K
JWCA
2362
J.W. Coons Advisors
Ohio
$329K -$55.2K -1,390 -14%
AHL
2363
Abel Hall LLC
Louisiana
$329K -$7.54K -190 -2%
SHFA
2364
SC&H Financial Advisors
Maryland
$328K -$87.6K -2,207 -21%
WA
2365
Waddell & Associates
Tennessee
$328K +$11.9K +299 +4%
CA
2366
Centerpoint Advisors
Massachusetts
$328K +$40 +1 +0%
DJSG
2367
D.J. St. Germain
Massachusetts
$328K -$15.4K -388 -4%
TC
2368
Trilogy Capital
California
$328K -$30.2K -760 -8%
NPFS
2369
Novak & Powell Financial Services
Florida
$328K -$794 -20 -0.2%
AI
2370
AXS Investments
New York
$327K -$61.9K -1,560 -16%
ST
2371
Sageworth Trust
Pennsylvania
$326K +$326K +8,206 New
NWA
2372
New World Advisors
Massachusetts
$325K -$15.9K -400 -5%
GDP
2373
Great Diamond Partners
Maine
$325K -$209K -5,265 -39%
SMH
2374
Sanders Morris Harris
Texas
$325K -$913 -23 -0.3%
JCM
2375
Jag Capital Management
Missouri
$324K -$113K -2,840 -26%