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 %
BSTWA
2076
Blake Schutter Theil Wealth Advisors
Ohio
$619K -$794K -18,071 -56%
SSWM
2077
Sheets Smith Wealth Management
North Carolina
$618K +$5.45K +124 +0.9%
MSR
2078
Main Street Research
Connecticut
$618K -$5.71K -130 -0.9%
CCAM
2079
Cascades Capital Asset Management
North Carolina
$617K +$65.2K +1,484 +12%
OWA
2080
Outlook Wealth Advisors
Texas
$617K +$14.5K +330 +2%
AWA
2081
AGH Wealth Advisors
Kansas
$617K +$617K +14,031 New
CWA
2082
Canvas Wealth Advisors
Kansas
$616K -$5.14K -117 -0.8%
SLG
2083
Stanley-Laman Group
Pennsylvania
$615K
SCP
2084
Sivia Capital Partners
California
$615K -$4.57K -104 -0.7%
BPW
2085
Bingham Private Wealth
California
$613K +$613K +13,953 New
BF
2086
Brucke Financial
Indiana
$613K +$613K +13,242 New
AIM
2087
Advyzon Investment Management
Illinois
$613K +$613K +13,950 New
TFA
2088
Transamerica Financial Advisors
Florida
$613K -$16K -364 -3%
EAM
2089
Everstar Asset Management
North Carolina
$612K +$199K +4,531 +48%
RWP
2090
Revolve Wealth Partners
New Jersey
$611K -$90.2K -2,052 -13%
WBWA
2091
William B. Walkup & Associates
South Carolina
$608K -$6.59K -150 -1%
MAG
2092
M3 Advisory Group
Massachusetts
$607K +$2.51K +57 +0.4%
AIM
2093
Acropolis Investment Management
Missouri
$606K -$48.6K -1,105 -7%
CA
2094
Crumly & Associates
Illinois
$605K -$54.8K -1,246 -8%
GKWIM
2095
Gerber Kawasaki Wealth & Investment Management
California
$603K +$4.26K +97 +0.7%
CPA
2096
Capital Performance Advisors
California
$602K +$98.7K +2,246 +20%
BFG
2097
Berger Financial Group
Minnesota
$599K +$3.6K +82 +0.6%
TWP
2098
Tyche Wealth Partners
Texas
$597K -$27.8K -633 -4%
NMG
2099
New Millennium Group
Utah
$597K -$17.4K -397 -3%
CIA
2100
Cladis Investment Advisory
Montana
$597K -$2.15K -49 -0.4%