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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 %
FWSM
2026
First Wilshire Securities Management
California
$657K -$44.5K -1,013 -6%
OA
2027
Oxbow Advisors
Texas
$657K -$94.5K -2,150 -13%
DWM
2028
Dogwood Wealth Management
Kansas
$655K +$130K +2,953 +25%
SFWA
2029
Summit Financial Wealth Advisors
Louisiana
$655K -$186K -4,020 -22%
IF
2030
Integrity Financial
Wyoming
$654K +$44 +1 +0%
SMA
2031
Seven Mile Advisory
New Jersey
$651K +$92.5K +2,104 +17%
SAI
2032
Savvy Advisors Inc
New York
$650K +$103K +2,340 +19%
CRWM
2033
Castle Rock Wealth Management
California
$649K +$1.55K +33 +0.2%
CPWA
2034
Cerro Pacific Wealth Advisors
California
$649K +$29.9K +753 +5%
WCM
2035
Warburton Capital Management
Oklahoma
$648K +$648K +14,754 New
ISFAN
2036
Investor's Fiduciary Advisor Network
Washington
$647K +$647K +14,744 New
TCM
2037
Towercrest Capital Management
Pennsylvania
$647K
LF
2038
Lantz Financial
Illinois
$644K +$11.7K +266 +2%
DW30
2039
Drucker Wealth 3.0
New Jersey
$644K -$36.6K -833 -5%
RC
2040
Rahlfs Capital
Texas
$644K +$644K +14,650 New
VCM
2041
Virtue Capital Management
Tennessee
$642K -$38.8K -882 -6%
FHC
2042
First Heartland Consultants
Missouri
$641K -$13.8K -314 -2%
KFP
2043
KMG Fiduciary Partners
Ohio
$641K -$4K -91 -0.6%
G
2044
GenTrust
Florida
$640K +$63.5K +1,445 +11%
S
2045
Sunpointe
Missouri
$639K +$108K +2,453 +20%
OL
2046
Optas LLC
Texas
$639K +$35.5K +807 +6%
BWA
2047
Brave Warrior Advisors
New York
$639K -$352K -8,000 -36%
LGW
2048
Leslie Global Wealth
Illinois
$638K +$7.43K +169 +1%
ALC
2049
Alexander Labrunerie & Co
Missouri
$638K -$2.29K -52 -0.4%
BEAM
2050
Baker Ellis Asset Management
Washington
$637K +$48.3K +1,100 +8%