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 %
TRIA
2701
Trail Ridge Investment Advisors
Colorado
$281K +$5.54K +126 +2%
MTIC
2702
Missouri Trust & Investment Company
Missouri
$281K +$7.12K +162 +3%
HA
2703
Helium Advisors
Washington
$281K +$281K +6,399 New
OHWA
2704
Oak Hill Wealth Advisors
Virginia
$281K +$281K +6,387 New
WTFG
2705
Wells Trecaso Financial Group
Ohio
$280K -$38.9K -886 -12%
WKWM
2706
Walter & Keenan Wealth Management
Indiana
$280K +$14K +319 +5%
ACC
2707
Acorn Creek Capital
Colorado
$279K +$5.98K +136 +2%
MPCG
2708
Matrix Private Capital Group
New York
$279K
TA
2709
TFB Advisors
Kansas
$279K +$10.1K +230 +4%
TC
2710
TAP Consulting
Missouri
$278K -$2.73K -62 -1%
M1FG
2711
Mach-1 Financial Group
Arkansas
$278K -$54.9K -1,250 -16%
PWS
2712
Proactive Wealth Strategies
Georgia
$278K +$10.4K +237 +4%
CWA
2713
Centennial Wealth Advisory
Michigan
$277K +$5.45K +124 +2%
RCWM
2714
Royal Capital Wealth Management
Indiana
$277K +$264 +6 +0.1%
CCC
2715
Compass Capital Corp
Massachusetts
$277K +$277K +6,116 New
NJBEST
2716
New Jersey Better Educational Savings Trust
New Jersey
$277K
MWM
2717
MinichMacGregor Wealth Management
New York
$277K +$277K +6,297 New
CCWM
2718
Correct Capital Wealth Management
Missouri
$277K +$1.23K +28 +0.4%
JGIA
2719
Jackson Grant Investment Advisers
Connecticut
$276K +$44 +1 +0%
VAMG
2720
Voisard Asset Management Group
Michigan
$275K +$747 +17 +0.3%
MLFP
2721
MPS Loria Financial Planners
Illinois
$274K +$1.23K +28 +0.5%
PAS
2722
Professional Advisory Services
Florida
$274K
WAM
2723
WFA Asset Management
Wisconsin
$274K +$70K +1,593 +34%
WFA
2724
WMG Financial Advisors
Tennessee
$274K -$13.3K -303 -5%
WIM
2725
Waverton Investment Management
United Kingdom
$274K +$43.5K +990 +19%