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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 %
WAL
2651
W Advisors LLC
Tennessee
$303K +$6.07K +138 +2%
HWA
2652
Heartwood Wealth Advisors
Virginia
$303K -$16.8K -383 -5%
SW
2653
Simplicity Wealth
New Jersey
$303K -$1.11M -25,143 -78%
BTWM
2654
Brass Tax Wealth Management
Ohio
$303K -$747 -17 -0.2%
MGWM
2655
Marks Group Wealth Management
Minnesota
$303K
IAP
2656
Indie Asset Partners
Indiana
$303K -$1.49K -34 -0.5%
FBC
2657
Fairfield, Bush & Co
Connecticut
$303K -$4.4K -100 -1%
TFF
2658
The Family Firm
Maryland
$303K +$1.41K +32 +0.5%
CICC
2659
Capital Investment Counsel (Colorado)
Colorado
$302K +$302K +6,874 New
EWM
2660
EPG Wealth Management
Georgia
$302K -$35.9K -816 -11%
ACA
2661
Ackerman Capital Advisors
Texas
$302K +$44 +1 +0%
AAS
2662
AdviceOne Advisory Services
Connecticut
$302K +$302K +6,862 New
RCM
2663
Radnor Capital Management
Pennsylvania
$301K -$226K -5,150 -43%
BWM
2664
BlackDiamond Wealth Management
New York
$301K -$220 -5 -0.1%
OHIS
2665
Oak Harvest Investment Services
Texas
$300K +$1.93K +44 +0.6%
TC
2666
Tacita Capital
Ontario, Canada
$300K
NAMNJ
2667
NorthStar Asset Management (New Jersey)
New Jersey
$300K +$1.23K +28 +0.4%
MHWM
2668
Montz Harcus Wealth Management
Louisiana
$299K -$7.38K -168 -2%
WCFA
2669
Walkner Condon Financial Advisors
Wisconsin
$299K -$27.5K -625 -8%
SPP
2670
Single Point Partners
Massachusetts
$299K -$9.54K -217 -3%
BW
2671
BostonPremier Wealth
Massachusetts
$299K +$299K +6,802 New
DWP
2672
Destiny Wealth Partners
Florida
$299K +$4.31K +98 +1%
AF
2673
Atala Financial
California
$298K +$298K +6,778 New
DOA
2674
D'Orazio & Associates
Virginia
$298K +$28.1K +639 +10%
WWM
2675
Wolff Wiese Magana
California
$298K +$879 +20 +0.3%