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Bank of America

3,230 hedge funds and large institutions have $249B invested in Bank of America in 2024 Q4 according to their latest regulatory filings, with 429 funds opening new positions, 1,194 increasing their positions, 1,286 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,230
Holders Change
+273
Holders Change %
+9.23%
% of All Funds
42.99%
Holding in Top 10
125
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.87%
% of All Funds
1.66%
New
429
Increased
1,194
Reduced
1,286
Closed
99
Calls
$4.8B
Puts
$8.11B
Net Calls
-$3.31B
Net Calls Change
-$1.78B
Name Holding Trade Value Shares
Change
Shares
Change %
BAS
2476
Breakthru Advisory Services
Wisconsin
$371K +$371K +8,452 New
MWP
2477
Meridian Wealth Partners
Pennsylvania
$371K +$5.05K +115 +1%
CIG
2478
Cascade Investment Group
Colorado
$371K +$20.5K +466 +6%
AIS
2479
Accredited Investor Services
Minnesota
$371K +$371K +8,432 New
JAM
2480
JCIC Asset Management
Ontario, Canada
$370K +$31.9K +725 +9%
SCA
2481
Sandy Cove Advisors
Massachusetts
$370K +$35K +796 +10%
BWP
2482
Balboa Wealth Partners
Arizona
$370K +$370K +8,419 New
AWP
2483
Axis Wealth Partners
Rhode Island
$370K +$370K +8,413 New
SP
2484
Successful Portfolios
Florida
$369K +$4.4K +100 +1%
SP
2485
Sequent Planning
Nebraska
$369K -$29.9K -681 -8%
DI
2486
DDFG Inc
California
$368K
VCP
2487
Vista Capital Partners
Oregon
$368K +$22.9K +520 +7%
TC
2488
Trilogy Capital
California
$367K +$4.09K +93 +1%
KMWM
2489
Keudell/Morrison Wealth Management
Oregon
$364K +$9.8K +223 +3%
JWCA
2490
J.W. Coons Advisors
Ohio
$364K
KA
2491
Kozak & Associates
Colorado
$364K +$8.74K +195 +2%
AAS
2492
Annex Advisory Services
Wisconsin
$363K +$16.3K +372 +5%
NPFS
2493
Novak & Powell Financial Services
Florida
$363K +$396 +9 +0.1%
ONSWM
2494
Old North State Wealth Management
North Carolina
$363K +$5.8K +132 +2%
NWM
2495
Northwest Wealth Management
Iowa
$363K +$83.2K +1,893 +30%
DRP
2496
Decker Retirement Planning
Utah
$363K +$363K +8,255 New
SMH
2497
Sanders Morris Harris
Texas
$363K
WCM
2498
WealthBridge Capital Management
Ohio
$362K +$5.01K +114 +1%
CA
2499
Centerpoint Advisors
Massachusetts
$362K -$1.05K -24 -0.3%
AWAU
2500
Alliance Wealth Advisors (Utah)
Utah
$361K +$4.53K +103 +1%