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 %
CCG
1726
Cypress Capital Group
Florida
$1M -$260K -5,927 -21%
FAI
1727
Fiduciary Advisors Inc
Missouri
$1M +$1M +22,826 New
DE
1728
Diversified Enterprises
Delaware
$1,000K +$147K +3,338 +17%
PGWM
1729
Pitti Group Wealth Management
New York
$998K -$121K -2,764 -11%
NGA
1730
Naples Global Advisors
Florida
$995K -$49.5K -1,126 -5%
MPI
1731
Mairs & Power Inc
Minnesota
$993K -$36.9K -840 -4%
RWM
1732
Riverbend Wealth Management
South Carolina
$991K +$991K +22,512 New
IA
1733
Insight Advisors
Pennsylvania
$990K -$5.62K -128 -0.6%
GSWM
1734
Golden State Wealth Management
California
$989K +$989K +22,511 New
AWM
1735
AllSquare Wealth Management
New York
$987K +$52.7K +1,200 +6%
WP
1736
Westmount Partners
California
$986K +$92K +2,094 +10%
BW
1737
BIP Wealth
Georgia
$984K +$155K +3,536 +19%
BWA
1738
Beam Wealth Advisors
Louisiana
$983K +$81.6K +1,856 +9%
EWM
1739
Edge Wealth Management
New York
$981K +$88 +2 +0%
ATS
1740
Ashton Thomas Securities
New York
$977K +$642K +14,623 +192%
RBWA
1741
RFG - Bristol Wealth Advisors
Massachusetts
$975K +$975K +22,180 New
JAFL
1742
Jay A. Fishman Ltd
Michigan
$973K
CAM
1743
Columbia Asset Management
Michigan
$971K -$17.4K -396 -2%
SAM
1744
Sawgrass Asset Management
Florida
$970K -$114K -2,593 -11%
AA
1745
Alta Advisers
United Kingdom
$969K +$169K +3,856 +21%
FWM
1746
Finer Wealth Management
Massachusetts
$967K -$105K -2,380 -10%
CL
1747
CSS LLC
Illinois
$967K
EFL
1748
ERn Financial LLC
Wisconsin
$966K +$31.2K +709 +3%
VAS
1749
Vestmark Advisory Solutions
Massachusetts
$965K +$698K +15,889 +262%
PCG
1750
PFC Capital Group
California
$965K -$17.6K -400 -2%