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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 %
FH
2901
Financial Harvest
Florida
$217K +$217K +4,946 New
LAM
2902
Lifestyle Asset Management
Texas
$217K -$4.44K -101 -2%
FCMT
2903
Founders Capital Management (Texas)
Texas
$217K -$440 -10 -0.2%
SCA
2904
Stuart Chaussee & Associates
California
$217K
MAM
2905
Marotta Asset Management
Virginia
$217K -$10.1K -228 -4%
BOSSRA
2906
B.O.S.S. Retirement Advisors
Utah
$217K -$382K -8,692 -64%
GWWM
2907
Great Waters Wealth Management
Minnesota
$217K -$19.3K -440 -8%
LAM
2908
Lewis Asset Management
California
$216K -$14.2K -322 -6%
WTA
2909
Washington Trust Advisors
Massachusetts
$216K -$10.4K -237 -5%
WAS
2910
Wealth Advisory Solutions
Indiana
$216K +$216K +4,905 New
AWA
2911
AmeriServ Wealth Advisors
Pennsylvania
$215K +$215K +4,895 New
CWM
2912
Crowley Wealth Management
Delaware
$215K +$215K +4,886 New
WP
2913
Wealthspan Partners
Iowa
$215K +$215K +4,881 New
WC
2914
Weil Company
California
$214K +$214K +4,877 New
USWIA
2915
UP Strategic Wealth Investment Advisors
Pennsylvania
$214K +$214K +4,873 New
JWS
2916
Juncture Wealth Strategies
Arizona
$214K +$214K +4,872 New
BWM
2917
BKM Wealth Management
Wisconsin
$214K +$214K +4,868 New
RDFA
2918
Ritter Daniher Financial Advisory
Ohio
$214K -$1.67K -38 -0.8%
ACM
2919
Ascent Capital Management
Oregon
$214K +$214K +4,858 New
GWM
2920
Gray Wealth Management
Maine
$213K -$9.63K -219 -4%
BBPWM
2921
Blue Bell Private Wealth Management
Pennsylvania
$213K +$4.31K +98 +2%
FFM
2922
Flagstone Financial Management
Nebraska
$213K +$213K +4,836 New
5W
2923
5T Wealth
California
$212K +$212K +4,834 New
MYIA
2924
Mount Yale Investment Advisors
Colorado
$212K -$49.5K -1,126 -19%
MAA
2925
Mraz Amerine & Associates
California
$212K +$212K +4,827 New