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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 %
TC
1826
TAGStone Capital
North Carolina
$870K +$9.97K +227 +1%
KCM
1827
Kanawha Capital Management
Virginia
$865K +$88.3K +2,010 +11%
WW
1828
Waterfront Wealth
Kansas
$864K +$72.3K +1,645 +9%
HL
1829
HeadInvest LLC
Maine
$863K +$101K +2,300 +13%
RL
1830
Rogco LP
Oklahoma
$862K -$483 -11 -0.1%
SWA
1831
SOA Wealth Advisors
New York
$859K +$16.3K +371 +2%
IWA
1832
Inspirion Wealth Advisors
Illinois
$858K +$922 +20 +0.1%
KA
1833
Kearns & Associates
California
$857K
KBG
1834
Kahn Brothers Group
New York
$854K +$37.5K +854 +5%
AA
1835
Armis Advisers
Georgia
$851K +$851K +19,352 New
LJAC
1836
L.J. Altfest & Co
New York
$850K -$16.3K -370 -2%
GP
1837
Greenline Partners
New York
$846K
T
1838
TOBAM
France
$845K +$22.4K +509 +3%
SIA
1839
Soltis Investment Advisors
Utah
$840K +$45.5K +1,035 +6%
XSC
1840
X-Square Capital
Puerto Rico
$840K -$8.22K -187 -1%
HAG
1841
HF Advisory Group
Maryland
$839K +$33.1K +753 +4%
DWM
1842
Drive Wealth Management
Utah
$839K +$20.9K +476 +3%
SFA
1843
Semmax Financial Advisors
North Carolina
$838K +$11.6K +250 +1%
WA
1844
WESPAC Advisors
California
$837K +$220K +5,013 +36%
PWP
1845
Pursue Wealth Partners
California
$836K
OFW
1846
Omnia Family Wealth
Florida
$836K +$15.4K +350 +2%
CWM
1847
Circle Wealth Management
New Jersey
$836K -$16K -365 -2%
JFA
1848
JNBA Financial Advisors
Minnesota
$835K -$8.26K -188 -1%
JPG
1849
Jordan Park Group
California
$835K
OC
1850
Oakworth Capital
Alabama
$835K -$44K -1,000 -5%