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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 %
SCM
2751
Sunbeam Capital Management
Georgia
$265K +$265K +6,026 New
SCA
2752
Scott Capital Advisors
Oregon
$265K +$315 +7 +0.1%
CNWM
2753
Clay Northam Wealth Management
California
$265K +$4.22K +96 +2%
SIAP
2754
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$264K +$264K +6,017 New
FCM
2755
Firestone Capital Management
Florida
$264K +$176 +4 +0.1%
MWM
2756
Merriman Wealth Management
Washington
$264K +$264K +6,003 New
AAIM
2757
Asset Advisors Investment Management
Georgia
$264K
MP
2758
Moment Partners
California
$264K +$264K +6,000 New
HCP
2759
Hamilton Capital Partners
Georgia
$263K +$263K +5,994 New
COCM
2760
Charter Oak Capital Management
New Hampshire
$263K -$31.2K -710 -11%
PMFA
2761
Plante Moran Financial Advisors
Michigan
$263K +$25.9K +589 +11%
FWA
2762
FSM Wealth Advisors
Ohio
$263K -$67.4K -1,445 -20%
CAM
2763
Clark Asset Management
New Hampshire
$263K -$4.97K -113 -2%
DP
2764
DDD Partners
Washington
$263K +$2.81K +64 +1%
AWM
2765
Abound Wealth Management
Tennessee
$261K +$8.61K +196 +3%
AAM
2766
Aureus Asset Management
Massachusetts
$259K +$259K +5,904 New
VBFP
2767
Valtinson Bruner Financial Planning
Minnesota
$259K +$44 +1 +0%
SRC
2768
Sage Rhino Capital
California
$259K -$835 -19 -0.3%
CFG
2769
Clayton Financial Group
Missouri
$259K -$3.82K -87 -1%
ADBIC
2770
A.D. Beadell Investment Counsel
Wisconsin
$259K
LGG
2771
Luts & Greenleigh Group
Maryland
$259K +$88 +2 +0%
KFP
2772
Keystone Financial Planning
Ohio
$258K
SFO
2773
Stokes Family Office
Louisiana
$258K +$258K +5,879 New
AIM
2774
Allen Investment Management
New York
$258K
PWM
2775
Palacios Wealth Management
Florida
$258K +$258K +5,462 New