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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 %
Impax Asset Management Group
1876
Impax Asset Management Group
United Kingdom
$803K -$9.98K -227 -1%
JWA
1877
JFS Wealth Advisors
Pennsylvania
$802K -$12K -274 -1%
OL
1878
OneFund LLC
Florida
$802K +$22.2K +505 +3%
RA
1879
RFG Advisory
Alabama
$798K +$7.12K +162 +0.9%
CP
1880
Clarendon Private
Massachusetts
$798K +$798K +18,156 New
PWM
1881
Prentice Wealth Management
New York
$798K +$38K +865 +5%
UAG
1882
United Advisor Group
Ohio
$796K -$68.6K -1,561 -8%
SIA
1883
SkyView Investment Advisors
New Jersey
$795K +$109K +2,483 +16%
CS
1884
Cannell & Spears
New York
$794K -$437K -9,934 -35%
SCM
1885
Spring Capital Management
Texas
$791K +$55.5K +1,262 +8%
WAOTB
1886
Wealth Advisors of Tampa Bay
Florida
$791K -$10.8K -245 -1%
TB
1887
Terril Brothers
Missouri
$790K
OWM
1888
OneAscent Wealth Management
Alabama
$788K -$67K -1,524 -8%
AFG
1889
Allegheny Financial Group
Pennsylvania
$788K -$98.1K -2,231 -11%
SSG
1890
Summit Securities Group
New York
$787K +$782K +17,800 +17,800%
MPWS
1891
McCarter Private Wealth Services
Massachusetts
$785K +$54.9K +1,250 +8%
MWA
1892
Muirfield Wealth Advisors
North Carolina
$785K +$3.16K +72 +0.4%
LWA
1893
Ledgewood Wealth Advisors
New Hampshire
$784K +$483 +11 +0.1%
NA
1894
Navellier & Associates
Nevada
$784K +$222K +5,044 +39%
LNWTC
1895
Laird Norton Wetherby Trust Company
Washington
$784K +$338K +7,692 +76%
BOJHT
1896
Bank of Jackson Hole Trust
Wyoming
$782K +$782K +17,796 New
PTP
1897
Platform Technology Partners
New York
$781K -$85.3K -1,941 -10%
CA
1898
Calton & Associates
Florida
$780K -$10.6K -241 -1%
SWP
1899
Strategic Wealth Partners
Ohio
$778K +$6.35K +137 +0.8%
FFG
1900
Fortem Financial Group
California
$777K +$39.9K +908 +5%