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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 %
BFIM
2401
Beese Fulmer Investment Management
Ohio
$281K
RRWA
2402
Rainey & Randall Wealth Advisors
Florida
$280K +$1.4K +37 +0.5%
FOA
2403
Five Oceans Advisors
California
$280K +$2.88K +76 +1%
CPC
2404
Consolidated Planning Corp
Georgia
$280K -$25.4K -671 -8%
SWIM
2405
Smallwood Wealth Investment Management
New Jersey
$280K
IPW
2406
Intergy Private Wealth
Colorado
$280K +$4.25K +112 +2%
BSB
2407
Bangor Savings Bank
Maine
$279K -$4.74K -125 -2%
CWA
2408
Consilio Wealth Advisors
Washington
$279K +$279K +7,361 New
AC
2409
Annandale Capital
Texas
$279K -$3.95K -104 -1%
NWA
2410
Navis Wealth Advisors
New York
$279K +$1.44K +38 +0.5%
LCM
2411
Logan Capital Management
Pennsylvania
$278K -$1.9K -50 -0.7%
SCA
2412
Sandy Cove Advisors
Massachusetts
$277K +$277K +7,314 New
TBWA
2413
Three Bridge Wealth Advisors
California
$277K
BWP
2414
Balboa Wealth Partners
Arizona
$276K +$276K +7,283 New
WDG
2415
Wealth Dimensions Group
Ohio
$276K -$7.28K -192 -3%
RMCM
2416
Reynders McVeigh Capital Management
Massachusetts
$276K -$171K -4,503 -38%
WG
2417
Wealth Group
North Carolina
$275K +$275K +7,265 New
WTFG
2418
Wells Trecaso Financial Group
Ohio
$275K -$5.69K -150 -2%
SL
2419
Sentry LLC
Tennessee
$274K
NWM
2420
Northcape Wealth Management
New York
$274K -$20.9K -550 -7%
MWM
2421
Maltin Wealth Management
New Jersey
$274K +$1.56K +41 +0.6%
WCG
2422
Weaver Consulting Group
California
$274K
IFO
2423
Independent Family Office
New York
$274K
SAI
2424
Savvy Advisors Inc
New York
$274K +$25.6K +676 +10%
JCM
2425
Jacobsen Capital Management
Utah
$273K -$54.9K -1,447 -17%