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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 %
JSL
1976
JT Stratford LLC
Georgia
$710K -$58.1K -1,321 -8%
KIM
1977
Kestra Investment Management
Texas
$708K -$476K -10,830 -40%
EBT
1978
Enterprise Bank & Trust
Massachusetts
$708K +$23.5K +534 +3%
FTC
1979
Farmers Trust Company
Ohio
$707K -$7.21K -164 -1%
TWA
1980
TCI Wealth Advisors
Arizona
$706K -$16.7K -380 -2%
SIM
1981
Sentry Investment Management
Wisconsin
$705K -$741K -16,863 -51%
BCA
1982
Bay Colony Advisors
Massachusetts
$704K -$30.3K -690 -4%
APW
1983
Austin Private Wealth
Texas
$703K +$217K +4,933 +45%
SFC
1984
SYM Financial Corp
Indiana
$703K +$60.6K +1,379 +9%
GC
1985
Gilbert & Cook
Iowa
$702K +$1.23K +28 +0.2%
CWM
1986
C2C Wealth Management
Arizona
$702K +$2.64K +60 +0.4%
ICP
1987
Interchange Capital Partners
Pennsylvania
$701K -$33.2K -756 -5%
LIM
1988
Leavell Investment Management
Alabama
$701K +$191K +4,342 +37%
ABLA
1989
Alan B. Lancz & Associates
Ohio
$700K -$26.4K -600 -4%
KAM
1990
Kazazian Asset Management
Florida
$698K +$698K +15,879 New
GPI
1991
General Partner Inc
Pennsylvania
$697K
AWP
1992
Ascent Wealth Partners
New York
$697K -$9.1K -207 -1%
ZIG
1993
Zullo Investment Group
Pennsylvania
$697K -$1.41K -32 -0.2%
ZIG
1994
Zuckerman Investment Group
Illinois
$696K -$18.5K -401 -3%
FAG
1995
Fortitude Advisory Group
Washington
$693K -$13.6K -310 -2%
PWAC
1996
Private Wealth Advisors (California)
California
$692K +$879 +20 +0.1%
OWA
1997
Opal Wealth Advisors
New York
$692K +$20.6K +468 +3%
HCMG
1998
Howard Capital Management Group
California
$692K -$171K -3,890 -20%
BFA
1999
Benedict Financial Advisors
Georgia
$691K +$170K +3,868 +33%
LCG
2000
Lakeshore Capital Group
Illinois
$691K +$691K +15,717 New