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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 %
HIC
2001
Harvey Investment Company
Kentucky
$689K
SIG
2002
Sky Investment Group
Connecticut
$688K
FC
2003
Forte Capital
New York
$688K -$44 -1 -0%
KIA
2004
Knollwood Investment Advisory
Maryland
$687K
DDPIC
2005
Deroy & Devereaux Private Investment Counsel
Michigan
$687K -$65.9K -1,500 -9%
AFAS
2006
Acorn Financial Advisory Services
Virginia
$686K -$18.5K -420 -3%
SM
2007
Sciencast Management
New Jersey
$685K -$2.44M -55,595 -78%
CC
2008
Chicago Capital
Illinois
$682K +$69.7K +1,586 +11%
WFAG
2009
Wescott Financial Advisory Group
Pennsylvania
$677K +$18.2K +413 +3%
DWM
2010
Destination Wealth Management
California
$675K +$172K +3,922 +34%
NHT
2011
New Hampshire Trust
New Hampshire
$673K -$12.7K -290 -2%
GP
2012
Guardian Partners
Canada
$672K +$672K +14,549 New
CSB
2013
City State Bank
Iowa
$671K -$47.2K -1,073 -7%
WSA
2014
Warm Springs Advisors
California
$671K +$671K +15,265 New
SPWM
2015
Spartan Planning & Wealth Management
North Carolina
$671K +$671K +15,257 New
HNB
2016
Hilltop National Bank
Wyoming
$669K +$8.09K +184 +1%
FFG
2017
Frisch Financial Group
New York
$668K +$1.89K +43 +0.3%
GFA
2018
Gifford Fong Associates
California
$666K
WAM
2019
WNY Asset Management
New York
$665K -$225K -5,125 -25%
SIC
2020
Shoker Investment Counsel
Ohio
$664K +$1.8K +41 +0.3%
IVP
2021
Intrinsic Value Partners
Arizona
$664K -$11.1K -252 -2%
PAM
2022
PCG Asset Management
New Jersey
$663K +$663K +15,090 New
CCP
2023
Cassia Capital Partners
North Carolina
$663K +$663K +15,086 New
ST
2024
Spinnaker Trust
Maine
$662K
AFG
2025
Altiora Financial Group
Ohio
$660K