We are live on ! Find out more
BAC icon

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
MPCA
2576
Madison Park Capital Advisors
Washington
$340K +$14.2K +323 +4%
RPGK
2577
Retirement Planning Group (Kansas)
Kansas
$340K +$3.04K +69 +0.9%
IAG
2578
Investment Advisory Group
Massachusetts
$340K -$1.1K -25 -0.3%
RMC
2579
Ring Mountain Capital
California
$340K +$340K +7,726 New
NG
2580
Novem Group
New York
$339K +$340K +7,721 New
DWAM
2581
Duncan Williams Asset Management
Tennessee
$339K +$340K +7,721 New
RFM
2582
Royal Fund Management
Florida
$339K -$3.83K -87 -1%
TWM
2583
TriaGen Wealth Management
California
$339K
PS
2584
Planned Solutions
California
$338K
LPAM
2585
Lodestar Private Asset Management
California
$338K +$660 +15 +0.2%
CIAS
2586
CBIZ Investment Advisory Services
Ohio
$338K +$284K +6,461 +530%
SPI
2587
Sutton Place Investors
New York
$337K +$20.7K +471 +7%
RFP
2588
Root Financial Partners
California
$336K +$112K +2,538 +50%
VH
2589
Visionary Horizons
Tennessee
$335K -$19.4K -441 -5%
KFG
2590
Kelly Financial Group
Connecticut
$335K +$336K +7,632 New
SFG
2591
SNS Financial Group
Minnesota
$335K +$6.16K +140 +2%
S
2592
Sachetta
Massachusetts
$335K +$2.73K +62 +0.8%
HAM
2593
Hickory Asset Management
Ohio
$335K +$335K +7,617 New
BFA
2594
Beacon Financial Advisory
Ohio
$335K +$29.3K +666 +10%
TCM
2595
TT Capital Management
California
$334K +$317K +7,202 New
RCA
2596
Riverview Capital Advisers
Massachusetts
$334K
MWA
2597
Meridian Wealth Advisors
Texas
$334K -$3.08M -70,116 -90%
BBW
2598
Blue Barn Wealth
Utah
$333K +$16.7K +379 +5%
HFS
2599
Howard Financial Services
Texas
$333K +$34.9K +794 +12%
HBT
2600
Hills Bank & Trust
Iowa
$333K -$8.58K -195 -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.