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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 %
MHWM
2451
Montz Harcus Wealth Management
Louisiana
$264K +$8.49K +224 +3%
ACA
2452
Affinity Capital Advisors
California
$262K -$23.9K -629 -8%
IAP
2453
Indie Asset Partners
Indiana
$262K +$5.01K +132 +2%
EAM
2454
Empirical Asset Management
Massachusetts
$262K +$96K +3,926 +58%
I
2455
INVST
Indiana
$262K +$3.15K +84 +1%
MA
2456
Mezzasalma Advisors
New Jersey
$262K +$262K +6,902 New
HA
2457
HFG Advisors
Ohio
$261K -$46.8K -1,234 -15%
AWM
2458
Alterna Wealth Management
Texas
$260K +$260K +6,863 New
SIC
2459
Sterling Investment Counsel
New York
$260K -$816K -21,508 -76%
RCM
2460
Radnor Capital Management
Pennsylvania
$260K
TFGT
2461
TS Financial Group (TSFG)
Illinois
$260K +$568 +15 +0.2%
TC
2462
Tacita Capital
Ontario, Canada
$259K
GIP
2463
Granite Investment Partners
California
$259K -$13.2K -347 -5%
SOS
2464
Silver Oak Securities
Tennessee
$258K -$26.1K -688 -9%
NSB
2465
Norway Savings Bank
Maine
$257K -$3.22K -85 -1%
BSHC
2466
Breed's Hill Capital
Massachusetts
$256K +$25K +660 +11%
HFS
2467
Howard Financial Services
Texas
$256K -$37.7K -994 -13%
WIA
2468
World Investment Advisors
California
$256K -$133K -3,500 -34%
OWMIAS
2469
One Wealth Management Investment & Advisory Services
Florida
$256K +$256K +6,752 New
GEA
2470
Glen Eagle Advisors
New Jersey
$256K -$165K -4,354 -39%
DWM
2471
Destination Wealth Management
California
$256K +$256K +6,739 New
WCFA
2472
Walkner Condon Financial Advisors
Wisconsin
$256K +$8.53K +225 +3%
NFSG
2473
Newbridge Financial Services Group
Florida
$255K +$255K +6,728 New
GWP
2474
Gen-Wealth Partners
Michigan
$254K +$254K +6,697 New
JWA
2475
JFS Wealth Advisors
Pennsylvania
$254K +$18.2K +479 +8%