BAC icon

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 %
FMN
2051
Financial Management Network
California
$637K +$1.34K +30 +0.2%
SW
2052
SlateStone Wealth
Florida
$637K +$47.2K +1,075 +8%
RWPA
2053
Richard W. Paul & Associates
Michigan
$634K -$31.2K -710 -5%
PW
2054
Paladin Wealth
Minnesota
$634K +$26K +591 +4%
BFC
2055
Bedel Financial Consulting
Indiana
$634K +$28.3K +600 +5%
MCA
2056
Magnolia Capital Advisors
Mississippi
$634K +$634K +14,416 New
HB
2057
HTLF Bank
Colorado
$633K -$28.6K -651 -4%
TIA
2058
Tiemann Investment Advisors
California
$633K -$3.3K -75 -0.5%
MCA
2059
MSH Capital Advisors
Arizona
$631K -$14.6K -333 -2%
DWM
2060
Defined Wealth Management
Oregon
$631K +$5.67K +129 +0.9%
CCA
2061
Coign Capital Advisors
Utah
$631K +$631K +14,356 New
FWCM
2062
Ferguson Wellman Capital Management
Oregon
$631K +$47.1K +1,071 +8%
SWM
2063
Selective Wealth Management
Virginia
$630K -$62.5K -1,365 -9%
PBF
2064
Petix & Botte Financial
California
$630K
AWAP
2065
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$629K -$5.41K -123 -0.9%
WDG
2066
Wealth Dimensions Group
Ohio
$626K +$351K +7,989 +128%
SWRP
2067
Summit Wealth & Retirement Planning
California
$625K +$41.5K +945 +7%
AIC
2068
Archer Investment Corporation
Indiana
$624K +$264 +6 +0%
TCOT
2069
Trust Company of Toledo
Ohio
$622K +$38.3K +872 +7%
PFA
2070
Pathway Financial Advisers
Indiana
$622K -$24.5M -557,018 -98%
NFA
2071
Northern Financial Advisors
Michigan
$621K -$69K -1,570 -10%
ML
2072
McAdam LLC
Pennsylvania
$620K +$100K +2,276 +19%
TCWA
2073
Turtle Creek Wealth Advisors
Texas
$620K +$53.4K +1,216 +9%
HCM
2074
Hall Capital Management
Rhode Island
$620K +$620K +14,096 New
AF
2075
Apexium Financial
Texas
$619K +$1.58K +36 +0.3%