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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
CA
2526
Centerpoint Advisors
Massachusetts
$362K -$1.06K -24 -0.3%
AWAU
2527
Alliance Wealth Advisors (Utah)
Utah
$361K +$4.53K +103 +1%
OFO
2528
OneAscent Family Office
Alabama
$359K +$359K +8,168 New
ACS
2529
Archford Capital Strategies
Illinois
$359K +$2.29K +52 +0.6%
IWS
2530
Insight Wealth Strategies
California
$358K +$15.8K +359 +5%
EWM
2531
Evermay Wealth Management
Virginia
$358K -$25.6K -583 -7%
1IA
2532
1834 Investment Advisors
Wisconsin
$357K -$56.3K -1,280 -14%
UBV
2533
United Bank (Virginia)
Virginia
$357K -$8.45K -192 -2%
HCM
2534
Hengehold Capital Management
Ohio
$357K +$13.2K +300 +4%
NQWM
2535
Northwest Quadrant Wealth Management
Oregon
$356K +$27.9K +634 +8%
LFG
2536
Lockerman Financial Group
California
$356K +$22.5K +511 +7%
NWA
2537
New World Advisors
Massachusetts
$356K -$4.4K -100 -1%
GDP
2538
Great Diamond Partners
Maine
$356K -$3.74K -85 -1%
CPC
2539
Consolidated Planning Corp
Georgia
$356K +$9.94K +226 +3%
CWP
2540
CFM Wealth Partners
Texas
$355K
SHFA
2541
SC&H Financial Advisors
Maryland
$355K -$8.8K -200 -2%
FA
2542
Financial Advisors
Massachusetts
$354K
HDA
2543
Harold Davidson & Associates
California
$354K +$355K +8,061 New
CTI
2544
Community Trust & Investment
Kentucky
$354K +$748 +17 +0.2%
CWIG
2545
Chung Wu Investment Group
Texas
$354K +$354K +8,050 New
SFWC
2546
Strategic Family Wealth Counselors
New Jersey
$353K +$112K +2,549 +46%
CA
2547
Cache Advisors
California
$353K +$354K +8,036 New
SP
2548
Stablepoint Partners
Massachusetts
$353K -$20.9K -475 -6%
MCP
2549
Mirador Capital Partners
California
$353K -$2.07K -47 -0.6%
IWA
2550
Integrity Wealth Advisors
California
$352K +$353K +8,014 New

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.