BAC icon

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 %
GWM
2601
GK Wealth Management
Nevada
$324K +$324K +7,376 New
CFO
2602
CVA Family Office
Colorado
$324K +$54.4K +1,237 +20%
IP
2603
Investment Partners
Ohio
$324K +$40.1K +912 +14%
GPWM
2604
Grant Private Wealth Management
California
$324K +$324K +7,367 New
LRIA
2605
Leonard Rickey Investment Advisors
Washington
$323K +$1.36K +31 +0.4%
MWM
2606
Maltin Wealth Management
New Jersey
$322K +$1.19K +27 +0.4%
SG
2607
Sharper & Granite
California
$322K
NWA
2608
Navis Wealth Advisors
New York
$322K -$835 -19 -0.3%
HFS
2609
Heritage Financial Services
Massachusetts
$321K +$17.1K +388 +6%
CC
2610
Citrine Capital
California
$321K +$321K +7,311 New
TBWA
2611
Three Bridge Wealth Advisors
California
$321K +$83.5K +1,900 +35%
SL
2612
Salomon & Ludwin
Virginia
$321K -$2.73K -62 -0.8%
WCP
2613
Wealthcare Capital Partners
Pennsylvania
$321K +$321K +7,295 New
GWS
2614
Greykasell Wealth Strategies
California
$320K +$320K +7,281 New
BAM
2615
Byrne Asset Management
New Jersey
$320K -$304K -7,666 Closed
BFS
2616
BridgePort Financial Solutions
Iowa
$319K +$319K +7,225 New
CWM
2617
Challenger Wealth Management
California
$318K +$318K +7,241 New
MFA
2618
Morling Financial Advisors
California
$318K +$439 +10 +0.1%
SL
2619
Sentry LLC
Tennessee
$318K
TAM
2620
Tucker Asset Management
Colorado
$318K -$59.6K -1,355 -16%
WP
2621
WealthShield Partners
North Carolina
$318K -$52K -1,183 -14%
TCB
2622
Texas Capital Bancshares
Texas
$317K -$9.67K -220 -3%
BFF
2623
Byrne Financial Freedom
Massachusetts
$316K +$316K +7,182 New
WFS
2624
Widmann Financial Services
Maryland
$315K
WWG
2625
West Wealth Group
California
$315K +$28.7K +652 +10%