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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 %
OIA
2151
Optimum Investment Advisors
Illinois
$556K
RLH
2152
RD Lewis Holdings
Florida
$556K +$556K +11,728 New
TWM
2153
Thrive Wealth Management
Pennsylvania
$555K -$9.1K -207 -2%
SLA
2154
Silver Lake Advisory
Utah
$555K +$3.16K +72 +0.6%
LWL
2155
Leo Wealth LLC
Texas
$554K +$26.5K +604 +5%
PCM
2156
Permanent Capital Management
Illinois
$553K +$553K +12,575 New
AWM
2157
Aberdeen Wealth Management
Illinois
$552K
AWM
2158
Ariadne Wealth Management
California
$551K +$3.03K +65 +0.6%
MC
2159
Machina Capital
France
$551K -$180K -4,093 -25%
CG
2160
Clarus Group
Texas
$550K +$1.41K +32 +0.3%
PSF
2161
Pacific Sun Financial
California
$550K
GPA
2162
Guidance Point Advisors
Massachusetts
$549K -$22.5K -511 -4%
JC
2163
JB Capital
Connecticut
$549K -$22.4K -509 -4%
OP
2164
ORG Partners
Indiana
$548K +$22K +500 +4%
BIA
2165
Barry Investment Advisors
Massachusetts
$548K -$103K -2,352 -16%
ACM
2166
Arcataur Capital Management
Wisconsin
$547K
VCM
2167
Versant Capital Management
Arizona
$547K +$166K +3,781 +44%
FNBOO
2168
First National Bank of Omaha
Nebraska
$546K -$50.2K -1,142 -8%
FCMC
2169
Founders Capital Management (Connecticut)
Connecticut
$546K
MEG
2170
Millstone Evans Group
Colorado
$546K +$546K +12,427 New
SWA
2171
Sax Wealth Advisors
New Jersey
$546K +$546K +12,417 New
KFA
2172
Kapstone Financial Advisors
Ohio
$545K -$42.1K -901 -7%
MCM
2173
Morton Capital Management
California
$545K +$439 +10 +0.1%
MBFW
2174
Morton Brown Family Wealth
Pennsylvania
$544K +$8.35K +190 +2%
CIA
2175
Cape Investment Advisory
Georgia
$542K -$12.5K -284 -2%