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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 %
MSA
2126
Marino Stram & Associates
Massachusetts
$580K +$9.76K +222 +2%
WIP
2127
WealthCare Investment Partners
Rhode Island
$580K +$9.35K +211 +2%
SAF
2128
Smith Anglin Financial
Texas
$580K +$8.18K +186 +1%
GAM
2129
Gemmer Asset Management
California
$579K +$10.3K +235 +2%
WA
2130
Wambolt & Associates
Colorado
$579K -$56.8K -1,293 -9%
JWBC
2131
J.W. Burns & Co
New York
$578K -$22.8K -518 -4%
KLWA
2132
Kelly Lawrence W & Associates
California
$578K
FNBOH
2133
First National Bank of Hutchinson
Kansas
$576K +$576K +13,113 New
RCM
2134
Raleigh Capital Management
North Carolina
$576K -$14.3K -325 -2%
LFP
2135
Lakeshore Financial Planning
Michigan
$573K -$35.2K -800 -6%
ATC
2136
Adirondack Trust Company
New York
$569K
BOPW
2137
Brandywine Oak Private Wealth
Pennsylvania
$567K +$131K +2,981 +30%
BDFN
2138
Bond & Devick Financial Network
Minnesota
$565K
CNBTD
2139
Citizens National Bank Trust Department
Mississippi
$565K -$87.9K -2,000 -13%
UF
2140
Univest Financial
Pennsylvania
$565K -$50.8K -1,156 -8%
AFG
2141
Albion Financial Group
Utah
$564K +$2.9K +66 +0.5%
LWM
2142
LongView Wealth Management
Georgia
$564K +$61.9K +1,408 +12%
EA
2143
Ergawealth Advisors
Illinois
$563K
VP
2144
Verum Partners
North Carolina
$561K +$4.04K +92 +0.7%
TCMP
2145
Thrive Capital Management (Pennsylvania)
Pennsylvania
$560K -$8.97K -204 -2%
LPP
2146
Life Planning Partners
Florida
$560K -$57.9K -1,317 -9%
FLP
2147
Financial Life Planners
Arizona
$560K +$560K +12,738 New
MCM
2148
MV Capital Management
Maryland
$558K -$1.01K -23 -0.2%
OHWP
2149
Oak Harbor Wealth Partners
North Carolina
$558K -$11K -250 -2%
AMM
2150
American Money Management
California
$557K +$275K +6,268 +98%