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 %
C
3001
Covestor
United Kingdom
$131K +$26K +591 +25%
LFA
3002
LGT Financial Advisors
Texas
$129K +$127K +2,900 +7,250%
PSFG
3003
Park Square Financial Group
Georgia
$128K +$128K +2,911 New
RAM
3004
Riggs Asset Management
Pennsylvania
$126K +$9.31K +212 +8%
CWM
3005
CarsonAllaria Wealth Management
Illinois
$124K +$132 +3 +0.1%
Loomis, Sayles & Company
3006
Loomis, Sayles & Company
Massachusetts
$118K -$142K -3,237 -55%
SA
3007
SRH Advisors
Kansas
$118K
WWA
3008
Wingate Wealth Advisors
Massachusetts
$117K +$117K +2,665 New
GWP
3009
Gen-Wealth Partners
Michigan
$117K -$43.2K -982 -27%
BTD
3010
BankPlus Trust Department
Mississippi
$117K +$117K +2,656 New
HWM
3011
Horizons Wealth Management
North Carolina
$117K
RPA
3012
Redwood Park Advisors
California
$116K +$116K +2,634 New
RF
3013
Roxbury Financial
New Jersey
$115K +$115K +2,418 New
BHWM
3014
Beaird Harris Wealth Management
Texas
$114K +$36.5K +830 +47%
ACA
3015
Atlas Capital Advisors
Wyoming
$114K -$63.1K -1,436 -36%
PAI
3016
Pittenger & Anderson Inc
Nebraska
$114K -$132K -3,000 -54%
TWD
3017
True Wealth Design
Ohio
$114K +$5.14K +117 +5%
SAM
3018
Sherman Asset Management
California
$113K +$113K +2,569 New
DWM
3019
Darwin Wealth Management
Florida
$113K +$4.31K +98 +4%
BCCM
3020
Black Cypress Capital Management
Florida
$112K -$484K -11,004 -81%
FFWM
3021
Future Financial Wealth Management
Ohio
$111K -$35.7K -813 -24%
GA
3022
GoalVest Advisory
New York
$110K +$5.98K +136 +6%
TIM
3023
Tortoise Investment Management
New York
$109K +$1.23K +28 +1%
BFPW
3024
BOK Financial Private Wealth
Colorado
$107K -$77K -1,751 -42%
DPW
3025
DiNuzzo Private Wealth
Pennsylvania
$107K -$26.1K -595 -20%