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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 %
WAAG
1026
Wealth Alliance Advisory Group
Kansas
$3.6M -$703 -16 -0%
WJWM
1027
Williams Jones Wealth Management
New York
$3.6M -$470K -10,703 -12%
AW
1028
Alteri Wealth
California
$3.58M +$3.58M +81,507 New
GIA
1029
Gladstone Institutional Advisory
Florida
$3.58M -$17.2K -391 -0.5%
AIM
1030
Anchor Investment Management
South Carolina
$3.57M -$221K -5,023 -6%
Fayez Sarofim & Co
1031
Fayez Sarofim & Co
Texas
$3.57M -$299K -6,795 -8%
GBT
1032
Grove Bank & Trust
Florida
$3.56M +$14K +318 +0.4%
PNC
1033
Park National Corp
Ohio
$3.52M -$425K -9,680 -11%
SF
1034
Summit Financial
New Jersey
$3.52M +$1.64M +37,263 +87%
CWM
1035
Cordatus Wealth Management
Pennsylvania
$3.51M +$3.51M +79,957 New
TAM
1036
Trust Asset Management
Texas
$3.51M
IFWM
1037
Institute for Wealth Management
Colorado
$3.5M -$28.7K -653 -0.8%
DWM
1038
Diversify Wealth Management
Utah
$3.49M +$1.02M +22,511 +41%
PCA
1039
Peddock Capital Advisors
Massachusetts
$3.48M +$2.46K +56 +0.1%
LWMM
1040
Legacy Wealth Management (Mississippi)
Mississippi
$3.48M -$136K -3,100 -4%
CTC (Chicago Trading Company)
1041
CTC (Chicago Trading Company)
Illinois
$3.47M +$3.47M +79,045 New
QIM
1042
Quantitative Investment Management
Virginia
$3.47M +$3.47M +78,916 New
RIA
1043
Regal Investment Advisors
Michigan
$3.46M +$1.52M +34,698 +79%
EFM
1044
E Fund Management
China
$3.46M +$1.33M +30,190 +62%
DIP
1045
Davis Investment Partners
North Carolina
$3.44M +$812 +18 +0%
PPW
1046
Parcion Private Wealth
Washington
$3.44M -$17.6K -400 -0.5%
NW
1047
Naviter Wealth
Arkansas
$3.42M +$445K +10,126 +15%
UB
1048
Umpqua Bank
Oregon
$3.39M +$87.8K +1,917 +3%
OAM
1049
Ostrum Asset Management
France
$3.38M +$1.99M +45,243 +142%
PTC
1050
Private Trust Company
Ohio
$3.38M -$216K -4,906 -6%