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Bank of America
BAC

Overview Fund Activity

3,229 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, 1,193 increasing their positions, 1,286 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,229
Holders Change
+272
Holders Change %
+9.2%
% 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
1,193
Reduced
1,286
Closed
99
Calls
$4.8B
Puts
$8.11B
Net Calls
-$3.31B
Net Calls Change
-$1.78B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.47B
2
BlackRock
BlackRock
New York
$23B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.9B
4
Capital World Investors
Capital World Investors
California
$3.88B
5
Citadel Advisors
Citadel Advisors
Florida
$821M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$29.9B
2
Dodge & Cox
Dodge & Cox
California
$1.37B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$436M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$220M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
NBT
3201
Northwest Bank & Trust
Iowa
$4.75K – – –
CWM
3202
Cedar Wealth Management
California
$4.62K – – –
PP
3203
PFS Partners
New Jersey
$4.61K +$44 +1 +1%
PPA
3204
Painted Porch Advisors
California
$4.4K – – –
RJA
3205
Ross\Johnson & Associates
Minnesota
$4.4K +$4.4K +100 New
CWM
3206
Consultiva Wealth Management
Puerto Rico
$4.4K +$4.4K +100 New
PPWM
3207
PFG Private Wealth Management
Florida
$4.29K – – –
LIS
3208
Legacy Investment Solutions
Idaho
$4.22K – – –
LWMI
3209
Legacy Wealth Management (Idaho)
Idaho
$4.22K – – –
CFS
3210
CGC Financial Services
Oregon
$3.87K +$3.87K +88 New
LG
3211
LAM Group
Oregon
$3.78K – – –
CAM
3212
Costello Asset Management
Pennsylvania
$3.55K – – –
SIS
3213
Strategic Investment Solutions
Illinois
$3.37K – – –
RBC
3214
Roble Belko & Company
Pennsylvania
$3K – – –
WA
3215
WestEnd Advisors
North Carolina
$2.95K +$659 +15 +29%
VWM
3216
Valley Wealth Managers
New Jersey
$2.81K -$65.9K -1,500 -96%
BHWM
3217
Bay Harbor Wealth Management
Maryland
$2.59K – – –
ORAM
3218
One River Asset Management
Connecticut
$2.59K +$2.59K +59 New
AAG
3219
Accordant Advisory Group
Maryland
$2.37K – – –
CPL
3220
Capital & Planning LLC
Georgia
$2.25K +$2.25K +51 New
Parallax Volatility Advisers
3221
Parallax Volatility Advisers
California
$2.11K -$50.6K -1,150 -96%
OAJ
3222
Ogorek Anthony Joseph
New York
$2K +$39 +1 +2%
SMAM
3223
Sugar Maple Asset Management
Wisconsin
$1.98K +$1.98K +45 New
CAM
3224
Creekmur Asset Management
Illinois
$1.41K – – –
SWC
3225
Spectrum Wealth Counsel
Indiana
$1.32K – – –
127 128
129
130 131