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
43%
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 %
FW
3126
Fairway Wealth
Ohio
$28.7K +$28.7K +653 New
PCTC
3127
Perkins Coie Trust Company
Washington
$27.4K
RCM
3128
Richardson Capital Management
Wisconsin
$26.4K
CF
3129
Collier Financial
Colorado
$25.4K +$25.4K +578 New
WAG
3130
Wiser Advisor Group
Arizona
$25.1K
GK
3131
Graney & King
New York
$24.9K +$24.9K +567 New
KSB
3132
Kennebec Savings Bank
Maine
$24.8K -$8.25K -183 -25%
SNB
3133
Security National Bank
Nebraska
$24.2K
IHWM
3134
Iron Horse Wealth Management
Iowa
$24K
NA
3135
Nordwand Advisors
Pennsylvania
$24K
BWM
3136
Bernard Wealth Management
Michigan
$23.6K +$23.6K +538 New
DP
3137
Denver PWM
Colorado
$23K +$9.22K +210 +67%
TPW
3138
Talon Private Wealth
Florida
$23K +$44 +1 +0.2%
ZRP
3139
Zynergy Retirement Planning
New Jersey
$22.7K
LWA
3140
Lowe Wealth Advisors
Maryland
$22.5K +$352 +8 +2%
VWWMG
3141
Vermillion & White Wealth Management Group
Pennsylvania
$22.3K +$132 +3 +0.6%
PP
3142
PrairieView Partners
Minnesota
$22K +$44 +1 +0.2%
DMIC
3143
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22K +$22K +500 New
WFA
3144
West Financial Advisors
Iowa
$21.8K +$21.8K +497 New
FS
3145
Financially Speaking
Colorado
$21.5K +$21.5K +489 New
MAS
3146
MPWM Advisory Solutions
Georgia
$21.4K +$21.4K +487 New
PA
3147
Pineridge Advisors
Missouri
$21.3K +$4.7K +107 +28%
FDW
3148
Fourth Dimension Wealth
Ohio
$21K +$21K +478 New
CTB
3149
Country Trust Bank
Illinois
$20.9K -$25.4K -577 -55%
CAM
3150
Clarity Asset Management
Iowa
$20.4K +$132 +3 +0.6%