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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 %
EW
1301
Evoke Wealth
California
$1.99M +$471K +10,711 +31%
3IP
1302
3Chopt Investment Partners
Virginia
$1.99M +$219K +4,977 +12%
SA
1303
Sunesis Advisors
Kansas
$1.98M +$61.3K +1,394 +3%
HA
1304
Herold Advisors
New York
$1.97M +$33K +751 +2%
OC
1305
Oarsman Capital
Wisconsin
$1.97M +$16.1K +367 +0.8%
BT
1306
Banque Transatlantique
France
$1.97M +$1.97M +45,000 New
CD
1307
Chapin Davis
Maryland
$1.97M
MAM
1308
MWA Asset Management
Massachusetts
$1.96M +$26.4K +600 +1%
PPWP
1309
Premier Path Wealth Partners
New Jersey
$1.96M +$19.8K +451 +1%
CP
1310
CenterBook Partners
Connecticut
$1.96M -$87.7K -1,995 -4%
CAG
1311
Csenge Advisory Group
Florida
$1.96M -$164K -3,723 -8%
CFG
1312
Cooper Financial Group
California
$1.95M +$237K +5,388 +14%
BA
1313
Bridgewater Advisors
New York
$1.95M -$732 -16 -0%
RPCONE
1314
Retirement Planning Company of New England
Rhode Island
$1.95M -$27.9K -634 -1%
AI
1315
Arvest Investments
Arkansas
$1.95M -$143K -3,260 -7%
MMM
1316
Mendel Money Management
Illinois
$1.95M -$84.8K -1,930 -4%
RCAG
1317
Rehmann Capital Advisory Group
Michigan
$1.94M +$123K +2,799 +7%
BAM
1318
Belpointe Asset Management
Nevada
$1.93M +$248K +6,088 +15%
BFW
1319
Brady Family Wealth
Missouri
$1.93M
LWA
1320
Lineweaver Wealth Advisors
Ohio
$1.93M -$71K -1,616 -4%
GWANC
1321
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.93M +$61.4K +1,396 +3%
ICM
1322
IMS Capital Management
Oregon
$1.92M -$27.4K -623 -1%
FSA
1323
Fort Sheridan Advisors
Illinois
$1.91M +$121K +2,752 +7%
Optiver Holding
1324
Optiver Holding
Netherlands
$1.9M +$937K +21,324 +97%
CFS
1325
CRA Financial Services
New Jersey
$1.9M -$10.4K -237 -0.5%