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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 %
CMANY
3101
Capital Management Associates (New York)
New York
$44.2K -$156K -3,545 -78%
PCC
3102
Park Circle Company
Maryland
$44K
RWS
3103
Retirement Wealth Solutions
Wisconsin
$42.4K +$42.4K +941 New
FGA
3104
Fortis Group Advisors
New Jersey
$40.2K
GIS
3105
Grayhawk Investment Strategies
Alberta, Canada
$39.4K -$57.1K -1,300 -59%
MWM
3106
Mascoma Wealth Management
New Hampshire
$39.1K +$15.9K +361 +68%
VWA
3107
Valued Wealth Advisors
Utah
$38.4K +$2.81K +64 +8%
CCA
3108
Criterion Capital Advisors
Tennessee
$38.1K
WTFG
3109
Wood Tarver Financial Group
Idaho
$38K +$38K +884 New
MSFP
3110
Mark Sheptoff Financial Planning
Connecticut
$37.9K
TLA
3111
Tanglewood Legacy Advisors
Texas
$37.2K
FRA
3112
Front Row Advisors
California
$37.2K
HWP
3113
Highline Wealth Partners
California
$37.1K +$22.4K +510 +153%
NECFA
3114
New England Capital Financial Advisors
Connecticut
$36.7K +$44 +1 +0.1%
RTL
3115
Red Tortoise LLC
Georgia
$36.5K
TCM
3116
TD Capital Management
Tennessee
$35.9K +$176 +4 +0.5%
MDCM
3117
Morgan Dempsey Capital Management
Wisconsin
$35.2K
GJIA
3118
Glass Jacobson Investment Advisors
Maryland
$35K +$12.1K +276 +53%
SAS
3119
Spurstone Advisory Services
Connecticut
$34.3K +$34.3K +780 New
GFL
3120
Granite FO LLC
New Hampshire
$33.9K
PFSC
3121
Peoples Financial Services Corp
Pennsylvania
$33.3K -$511K -11,632 -94%
BGA
3122
Battery Global Advisors
Massachusetts
$32.7K +$220 +5 +0.7%
CWM
3123
Cranbrook Wealth Management
Michigan
$32.7K +$8.57K +195 +36%
MSWA
3124
Marshall & Sterling Wealth Advisors
New York
$31.1K +$31.1K +707 New
VIS
3125
Vega Investment Solutions
France
$30K +$30K +683 New