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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 %
WP
2401
WealthPLAN Partners
Nebraska
$406K +$21.1K +479 +5%
EL
2402
Essex LLC
Illinois
$405K +$405K +9,221 New
PAG
2403
Powers Advisory Group
Illinois
$405K +$9.27K +211 +2%
CHA
2404
Cooper/Haims Advisors
New York
$405K +$25.4K +578 +7%
RWS
2405
Resolute Wealth Strategies
Mississippi
$405K +$396 +9 +0.1%
CFG
2406
Carr Financial Group
Massachusetts
$405K -$9.1K -207 -2%
TWM
2407
TCFG Wealth Management
California
$403K
ATWA
2408
Arbor Trust Wealth Advisors
Michigan
$403K -$30K -683 -7%
ICP
2409
Impact Capital Partners
Colorado
$402K +$402K +9,141 New
NEPPG
2410
New England Professional Planning Group
Rhode Island
$402K -$19.5K -444 -5%
SG
2411
Straightline Group
Michigan
$401K +$401K +9,130 New
CSWG
2412
Cardinal Strategic Wealth Guidance
Kentucky
$401K +$401K +9,130 New
BWA
2413
Blodgett Wealth Advisors
California
$400K +$220 +5 +0.1%
GFG
2414
Greystone Financial Group
Michigan
$400K
HCA
2415
Hyperion Capital Advisors
New York
$399K
BWA
2416
Bordeaux Wealth Advisors
California
$398K +$72.8K +1,656 +22%
JCM
2417
Jacobsen Capital Management
Utah
$397K -$3.08K -70 -0.8%
BWFA
2418
Baltimore-Washington Financial Advisors
Maryland
$397K +$2.73K +62 +0.7%
SEP
2419
Southland Equity Partners
Missouri
$396K +$10.2K +231 +3%
PCMF
2420
Private Capital Management (Florida)
Florida
$396K +$44 +1 +0%
PAG
2421
Poinciana Advisors Group
Florida
$395K +$395K +8,998 New
EWS
2422
Eagle Wealth Strategies
New Jersey
$394K +$5.67K +129 +1%
QFA
2423
Quantum Financial Advisors
California
$394K
CST
2424
Charles Schwab Trust
Nevada
$394K
AIA
2425
Arbor Investment Advisors
North Carolina
$393K -$216K -4,924 -35%