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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 %
AWA
2776
Aletheian Wealth Advisors
Washington
$257K +$7.74K +176 +3%
MFS
2777
Madrona Financial Services
Washington
$257K -$28.3K -645 -10%
MCIA
2778
Mountain Capital Investment Advisors
Colorado
$257K -$651 -14 -0.3%
CF
2779
Convergence Financial
Missouri
$257K -$51.9K -1,181 -17%
IIM
2780
Ironwood Investment Management
Massachusetts
$257K
CCA
2781
Cora Capital Advisors
New Jersey
$256K +$527 +12 +0.2%
FPW
2782
Flywheel Private Wealth
California
$256K +$256K +5,825 New
PCM
2783
Passive Capital Management
Maryland
$255K
HA
2784
Huntleigh Advisors
Missouri
$255K +$255K +5,808 New
PAM
2785
Peak Asset Management
Colorado
$255K -$27.5K -625 -10%
MSWMA
2786
Market Street Wealth Management Advisors
Indiana
$255K +$255K +5,799 New
HPIA
2787
Hamilton Point Investment Advisors
North Carolina
$255K -$21.7K -493 -8%
KJHP
2788
K.J. Harrison & Partners
Ontario, Canada
$255K
IWS
2789
Integrity Wealth Solutions
Colorado
$255K +$1.01K +23 +0.4%
CWG
2790
Crown Wealth Group
North Carolina
$254K +$7.69K +175 +3%
AC
2791
Annandale Capital
Texas
$253K -$70.4K -1,600 -22%
PWM
2792
Pines Wealth Management
North Carolina
$252K +$252K +5,579 New
TFO
2793
Tarbox Family Office
California
$251K +$2.24K +51 +0.9%
SB
2794
SIG Brokerage
New York
$251K +$251K +5,712 New
BWP
2795
BSW Wealth Partners
Colorado
$251K +$251K +5,707 New
DTC
2796
Davidson Trust Company
Washington
$251K -$3.52K -80 -1%
PWMG
2797
Private Wealth Management Group
New Jersey
$251K -$88 -2 -0%
WMA
2798
West Michigan Advisors
Michigan
$250K -$38.3K -871 -13%
B
2799
Barings
North Carolina
$250K -$68.4K -1,556 -21%
SIA
2800
SGL Investment Advisors
Montana
$250K +$19.5K +421 +8%