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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 %
OFO
2501
OneAscent Family Office
Alabama
$359K +$359K +8,168 New
ACS
2502
Archford Capital Strategies
Illinois
$359K +$2.29K +52 +0.6%
IWS
2503
Insight Wealth Strategies
California
$358K +$15.8K +359 +5%
EWM
2504
Evermay Wealth Management
Virginia
$358K -$25.6K -583 -7%
1IA
2505
1834 Investment Advisors
Wisconsin
$357K -$56.3K -1,280 -14%
UBV
2506
United Bank (Virginia)
Virginia
$357K -$8.44K -192 -2%
HCM
2507
Hengehold Capital Management
Ohio
$357K +$13.2K +300 +4%
NQWM
2508
Northwest Quadrant Wealth Management
Oregon
$356K +$27.9K +634 +8%
LFG
2509
Lockerman Financial Group
California
$356K +$22.5K +511 +7%
NWA
2510
New World Advisors
Massachusetts
$356K -$4.4K -100 -1%
GDP
2511
Great Diamond Partners
Maine
$356K -$3.74K -85 -1%
CPC
2512
Consolidated Planning Corp
Georgia
$356K +$9.93K +226 +3%
CWP
2513
CFM Wealth Partners
Texas
$355K
SHFA
2514
SC&H Financial Advisors
Maryland
$355K -$8.79K -200 -2%
FA
2515
Financial Advisors
Massachusetts
$354K
HDA
2516
Harold Davidson & Associates
California
$354K +$354K +8,061 New
CTI
2517
Community Trust & Investment
Kentucky
$354K +$747 +17 +0.2%
CWIG
2518
Chung Wu Investment Group
Texas
$354K +$354K +8,050 New
SFWC
2519
Strategic Family Wealth Counselors
New Jersey
$353K +$112K +2,549 +46%
CA
2520
Cache Advisors
California
$353K +$353K +8,036 New
SP
2521
Stablepoint Partners
Massachusetts
$353K -$20.9K -475 -6%
MCP
2522
Mirador Capital Partners
California
$353K -$2.07K -47 -0.6%
IWA
2523
Integrity Wealth Advisors
California
$352K +$352K +8,014 New
AP
2524
Adero Partners
California
$351K +$43.8K +996 +14%
SHWM
2525
Smith & Howard Wealth Management
Georgia
$350K -$514K -11,688 -59%