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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 %
SAM
2201
S.A. Mason
Michigan
$523K -$206K -4,698 -28%
RWP
2202
Ridgecrest Wealth Partners
California
$522K
TPWA
2203
TRUE Private Wealth Advisors
Oregon
$522K -$4.22K -96 -0.8%
FOA
2204
Five Oceans Advisors
California
$522K +$6.2K +141 +1%
WIM
2205
WealthPlan Investment Management
Nebraska
$522K -$1.03M -23,398 -66%
MSWM
2206
Mowery & Schoenfeld Wealth Management
Illinois
$521K +$521K +11,856 New
BTC
2207
Bank & Trust Company
Illinois
$521K
LNB
2208
Ledyard National Bank
$520K -$2.68K -61 -0.5%
AWM
2209
Activest Wealth Management
Florida
$520K -$85.9K -1,954 -14%
TCOTS
2210
Trust Company of the South
North Carolina
$519K +$13.6K +310 +3%
KTC
2211
Kentucky Trust Company
Kentucky
$519K +$519K +11,799 New
FFC
2212
First Financial Corp
Indiana
$518K +$48.6K +1,106 +10%
WRPWM
2213
Werba Rubin Papier Wealth Management
California
$518K +$34.3K +780 +7%
V
2214
VeraBank
Texas
$517K -$1.89K -43 -0.4%
CWS
2215
Cypress Wealth Services
California
$517K +$26.7K +608 +5%
IA
2216
IFG Advisors
Missouri
$516K -$352 -8 -0.1%
GFA
2217
Gallagher Fiduciary Advisors
Illinois
$516K +$191K +4,346 +59%
ORC
2218
O'Rourke & Company
Massachusetts
$515K -$29.6K -673 -5%
FAFN
2219
First Affirmative Financial Network
Colorado
$515K +$5.67K +129 +1%
MEAC
2220
M.E. Allison & Co
Texas
$513K +$513K +11,683 New
HWM
2221
Hemington Wealth Management
Virginia
$513K +$26.8K +611 +6%
FA
2222
Fountainhead AM
New Jersey
$512K +$196K +4,468 +62%
TCPW
2223
Twin City Private Wealth
North Carolina
$512K +$23.6K +537 +5%
USB
2224
Union Savings Bank
Connecticut
$511K -$8.75K -199 -2%
LWP
2225
LMG Wealth Partners
Louisiana
$511K +$6.15K +140 +1%