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 %
SSWM
851
Smith Salley Wealth Management
North Carolina
$5.23M -$49.5K -1,126 -0.9%
ACM
852
Altrius Capital Management
North Carolina
$5.22M -$132K -3,010 -2%
CCM
853
Consolidated Capital Management
California
$5.21M -$49.2K -1,120 -0.9%
BHWM
854
Bar Harbor Wealth Management
New Hampshire
$5.2M +$189K +4,311 +4%
SS
855
SBI Securities
Japan
$5.18M +$5.18M +117,855 New
CFLC
856
California First Leasing Corp
California
$5.16M
MWM
857
Mission Wealth Management
California
$5.16M +$146K +3,329 +3%
BCFD
858
Boit C.F. David
$5.15M
MAS
859
Meeder Advisory Services
Ohio
$5.15M +$38.9K +886 +0.8%
APP
860
Avantax Planning Partners
Iowa
$5.11M +$2.11K +48 +0%
AP
861
Americana Partners
Texas
$5.1M -$221K -5,032 -4%
PMSA
862
Patrick M. Sweeney & Associates
Illinois
$5.07M -$505K -11,501 -9%
PIM
863
Penobscot Investment Management
Massachusetts
$5.04M -$31.3K -712 -0.6%
PWP
864
Principle Wealth Partners
Connecticut
$5.04M -$14.9K -340 -0.3%
RT
865
Rockland Trust
Massachusetts
$5.04M -$220K -5,015 -4%
TCM
866
Twin Capital Management
Pennsylvania
$5.02M +$54.1K +1,231 +1%
KWM
867
Kingsview Wealth Management
Oregon
$5.01M +$75.6K +1,719 +2%
EH
868
Equitable Holdings
New York
$4.95M -$186K -4,226 -4%
P
869
Pitcairn
Pennsylvania
$4.95M -$3.69K -84 -0.1%
CTA
870
Chesley Taft & Associates
Illinois
$4.95M -$26.4K -600 -0.5%
SA
871
Shilanski & Associates
Alaska
$4.93M -$34.9K -795 -0.7%
CAM
872
Carret Asset Management
New York
$4.93M -$199K -4,527 -4%
KAM
873
Knightsbridge Asset Management
California
$4.9M -$131K -2,990 -3%
WIC
874
Woodmont Investment Counsel
Tennessee
$4.89M +$75.8K +1,724 +2%
WPW
875
Waldron Private Wealth
Pennsylvania
$4.88M +$2.4M +54,587 +97%