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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 %
IAG
2551
Investment Advisory Group
Massachusetts
$340K -$1.1K -25 -0.3%
RMC
2552
Ring Mountain Capital
California
$340K +$340K +7,726 New
NG
2553
Novem Group
New York
$339K +$339K +7,721 New
DWAM
2554
Duncan Williams Asset Management
Tennessee
$339K +$339K +7,721 New
RFM
2555
Royal Fund Management
Florida
$339K -$3.83K -87 -1%
TWM
2556
TriaGen Wealth Management
California
$339K
PS
2557
Planned Solutions
California
$338K
LPAM
2558
Lodestar Private Asset Management
California
$338K +$659 +15 +0.2%
CIAS
2559
CBIZ Investment Advisory Services
Ohio
$338K +$284K +6,461 +530%
SPI
2560
Sutton Place Investors
New York
$337K +$20.7K +471 +7%
RFP
2561
Root Financial Partners
California
$336K +$112K +2,538 +50%
VH
2562
Visionary Horizons
Tennessee
$335K -$19.4K -441 -5%
KFG
2563
Kelly Financial Group
Connecticut
$335K +$335K +7,632 New
SFG
2564
SNS Financial Group
Minnesota
$335K +$6.15K +140 +2%
S
2565
Sachetta
Massachusetts
$335K +$2.73K +62 +0.8%
HAM
2566
Hickory Asset Management
Ohio
$335K +$335K +7,617 New
BFA
2567
Beacon Financial Advisory
Ohio
$335K +$29.3K +666 +10%
TCM
2568
TT Capital Management
California
$334K +$334K +7,202 New
RCA
2569
Riverview Capital Advisers
Massachusetts
$334K
MWA
2570
Meridian Wealth Advisors
Texas
$334K -$3.08M -70,116 -90%
BBW
2571
Blue Barn Wealth
Utah
$333K +$16.7K +379 +5%
HFS
2572
Howard Financial Services
Texas
$333K +$34.9K +794 +12%
HBT
2573
Hills Bank & Trust
Iowa
$333K -$8.57K -195 -3%
BWM
2574
BNC Wealth Management
Oregon
$333K -$4.75K -108 -1%
PI
2575
Pettee Investors
Connecticut
$333K