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Bank of America

3,267 hedge funds and large institutions have $250B invested in Bank of America in 2024 Q4 according to their latest regulatory filings, with 443 funds opening new positions, 1,202 increasing their positions, 1,298 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 443 | Existing positions closed: 100

37% more funds holding in top 10

Funds holding in top 10: 92126 (+34)

13% more capital invested

Capital invested by funds: $221B → $250B (+$29.3B)

10% more funds holding

Funds holding: 2,9803,267 (+287)

1.67% more ownership

Funds ownership: 71.66%73.33% (+1.7%)

7% less repeat investments, than reductions

Existing positions increased: 1,202 | Existing positions reduced: 1,298

41% less call options, than puts

Call options by funds: $4.81B | Put options by funds: $8.11B

Holders
3,267
Holders Change
+287
Holders Change %
+9.63%
% of All Funds
43.03%
Holding in Top 10
126
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+36.96%
% of All Funds
1.66%
New
443
Increased
1,202
Reduced
1,298
Closed
100
Calls
$4.81B
Puts
$8.11B
Net Calls
-$3.31B
Net Calls Change
-$1.77B
Name Holding Trade Value Shares
Change
Change in
Stake
AT
2476
American Trust
Kentucky
$382K -$37K -840 -9%
WI
2477
Wintrust Investments
Illinois
$382K -$665K -15,110 -58%
SCG
2478
Sonata Capital Group
Washington
$382K -$26.4K -600 -6%
EMAM
2479
Encompass More Asset Management
California
$382K +$38.9K +884 +11%
TW
2480
Traveka Wealth
California
$382K +$9.94K +226 +3%
VNA
2481
Valley National Advisers
Pennsylvania
$381K +$484 +11 +0.1%
GWM
2482
GSB Wealth Management
Connecticut
$381K +$3.56K +81 +0.9%
BIS
2483
BG Investment Services
Guam
$380K +$381K +8,655 New
EFG
2484
Ethos Financial Group
Pennsylvania
$380K +$42.8K +973 +13%
AFP
2485
Alpha Financial Partners
Kentucky
$380K +$381K +8,650 New
TT
2486
TI-Trust
Illinois
$380K
PWA
2487
Provenance Wealth Advisors
Florida
$379K -$1.25M -28,364 -77%
SWM
2488
Sendero Wealth Management
Texas
$379K
CT
2489
Clearstead Trust
Maine
$378K +$339K +7,715 +867%
FP
2490
Financial Perspectives
Minnesota
$378K +$31.1K +706 +9%
FCM
2491
Fire Capital Management
California
$377K +$378K +8,584 New
WIM
2492
Warwick Investment Management
Texas
$376K -$5.41K -123 -1%
MA
2493
Maxele Advisors
Missouri
$376K +$376K +8,557 New
AHL
2494
Abel Hall LLC
Louisiana
$376K +$11.7K +266 +3%
CFC
2495
Coyle Financial Counsel
Illinois
$375K +$37.7K +858 +11%
CWA
2496
Consilio Wealth Advisors
Washington
$374K -$13.7K -311 -4%
MFGP
2497
Marshall Financial Group (Pennsylvania)
Pennsylvania
$374K +$2.11K +48 +0.6%
WW
2498
Westshore Wealth
California
$374K
M
2499
MOTCO
Texas
$374K
FPCP
2500
Fort Point Capital Partners
California
$373K -$12.8K -292 -3%

BAC Hedge Fund Activity: Q4 2024 in Review

3,267 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2024, worth a combined $250B — up 13% from $221B a quarter earlier.

Buyers outnumbered sellers: 443 funds opened new BAC positions and 100 closed out — a net gain of 343 holders — while 1,202 added to existing stakes and 1,298 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $901M. The largest seller was Berkshire Hathaway, cutting an estimated $5.17B.

  • 3,267 institutional investors held Bank of America (BAC) as of Q4 2024, up from 2,980 in Q3 2024.
  • Funds reported $250B of Bank of America stock for Q4 2024, up 13% quarter-over-quarter.
  • 443 funds opened new Bank of America positions in Q4 2024 and 100 closed out, a net change of +343 holders.
  • The largest Bank of America buyer in Q4 2024 was JP Morgan Chase, an estimated $901M added.
  • The largest Bank of America seller in Q4 2024 was Berkshire Hathaway, an estimated $5.17B sold.

Based on aggregated 13F filings for Q4 2024.