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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 %
CPSC
1851
Carl P. Sherr & Co
Massachusetts
$834K +$440 +10 +0.1%
VCAM
1852
Van Cleef Asset Management
Ohio
$832K -$12.3K -280 -1%
CFG
1853
CKW Financial Group
Hawaii
$830K -$21.1K -480 -2%
MIM
1854
Morningstar Investment Management
Illinois
$828K -$1.7M -38,680 -67%
MFC
1855
Mechanics Financial Corp
Ohio
$827K -$3.08K -70 -0.4%
AA
1856
Addison Advisors
Vermont
$827K +$148K +3,364 +22%
CSA
1857
Cottage Street Advisors
Massachusetts
$826K -$120K -2,721 -13%
GFG
1858
Goldstone Financial Group
Illinois
$825K +$144K +3,271 +21%
FFG
1859
Fiduciary Financial Group
California
$824K -$53.5K -1,187 -6%
DFG
1860
Delta Financial Group
New Jersey
$824K +$4.48K +102 +0.5%
GWA
1861
GGM Wealth Advisors
Maryland
$822K -$460K -10,476 -36%
BFS
1862
Burkett Financial Services
South Carolina
$822K -$18.9K -430 -2%
OA
1863
Operose Advisors
Wisconsin
$821K -$469K -10,668 -36%
VCP
1864
Verus Capital Partners
Arizona
$819K -$222K -5,041 -21%
BTWM
1865
Baker Tilly Wealth Management
Wisconsin
$818K +$25.1K +572 +3%
WFAG
1866
Worth Financial Advisory Group
North Carolina
$816K -$42.3K -963 -5%
LCM
1867
LVM Capital Management
Michigan
$815K -$8.8K -200 -1%
SP
1868
Stonebrook Private
Michigan
$813K +$35.3K +804 +5%
RZH
1869
Relyea Zuckerberg Hanson
Connecticut
$813K +$26.5K +604 +3%
RCA
1870
Resonant Capital Advisors
Wisconsin
$812K +$45.8K +1,042 +6%
IRC
1871
Investors Research Corp
Georgia
$808K
MW
1872
Maia Wealth
Colorado
$805K +$73.4K +1,559 +10%
TP
1873
Tranquility Partners
Tennessee
$804K +$879 +20 +0.1%
LIM
1874
Lathrop Investment Management
Arkansas
$804K -$22.7K -516 -3%
EFA
1875
Evernest Financial Advisors
Indiana
$803K +$43.2K +983 +6%