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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 %
NDSI
1201
Newman Dignan & Sheerar Inc
Rhode Island
$2.39M -$44.8K -1,020 -2%
WI
1202
WrapManager Inc
California
$2.38M -$119K -2,711 -5%
FWP
1203
FAS Wealth Partners
Kansas
$2.38M -$768K -17,483 -24%
AG
1204
AlTi Global
New York
$2.38M +$171K +3,705 +8%
FAM
1205
Formidable Asset Management
Ohio
$2.37M -$288K -6,554 -11%
ECM
1206
Exchange Capital Management
Michigan
$2.37M -$57K -1,296 -2%
KIG
1207
Kennedy Investment Group
New Jersey
$2.37M -$46.5K -1,059 -2%
HZ
1208
Hixon Zuercher
Ohio
$2.36M +$147K +3,346 +7%
WIM
1209
Wittenberg Investment Management
Massachusetts
$2.36M -$879K -20,000 -27%
JWM
1210
Jeppson Wealth Management
California
$2.36M -$12.4K -281 -0.5%
LFG
1211
Larson Financial Group
Missouri
$2.35M +$1.89M +43,042 +415%
DL
1212
DOHJ LLC
Washington
$2.34M +$59.1K +1,345 +3%
BFG
1213
Beacon Financial Group
Texas
$2.34M -$42.5K -966 -2%
OWA
1214
Octavia Wealth Advisors
Ohio
$2.34M -$14.3K -325 -0.6%
MMPW
1215
Mitchell McLeod Pugh & Williams
Alabama
$2.34M -$66.5K -1,512 -3%
HWA
1216
HCR Wealth Advisors
California
$2.33M -$140K -3,183 -6%
GF
1217
Gries Financial
Ohio
$2.33M +$31.2K +711 +1%
ECM
1218
EagleClaw Capital Management
Massachusetts
$2.32M +$30.8K +700 +1%
LWM
1219
LJI Wealth Management
Indiana
$2.32M -$107K -2,435 -4%
CLA
1220
Carnegie Lake Advisors
New Jersey
$2.32M -$22K -500 -0.9%
CCA
1221
Cobblestone Capital Advisors
New York
$2.32M -$388K -8,818 -14%
TA
1222
TKG Advisors
Indiana
$2.31M +$981K +21,085 +74%
NAM
1223
NTV Asset Management
West Virginia
$2.31M -$22.7K -516 -1%
BCWM
1224
Bartlett & Co Wealth Management
Ohio
$2.31M -$406K -9,235 -15%
APG
1225
Abacus Planning Group
South Carolina
$2.31M -$47.8K -1,088 -2%