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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
BWM
2601
BNC Wealth Management
Oregon
$333K -$4.75K -108 -1%
PI
2602
Pettee Investors
Connecticut
$333K
SAM
2603
Strategy Asset Managers
California
$333K +$132 +3 +0%
BAM
2604
Bellevue Asset Management
Washington
$333K +$44 +1 +0%
BA
2605
Bristlecone Advisors
Washington
$331K +$264 +6 +0.1%
CA
2606
CGN Advisors
Kansas
$331K +$19K +431 +6%
FBT
2607
First Bank & Trust
South Dakota
$331K +$20.1K +458 +6%
FIA
2608
FNY Investment Advisers
New York
$331K +$314K +7,140 +1,785%
GA
2609
Goldstein Advisors
Wisconsin
$330K +$38.9K +885 +13%
CCM
2610
Chickasaw Capital Management
Tennessee
$330K
BWM
2611
BCS Wealth Management
Tennessee
$330K +$792 +18 +0.2%
FWP
2612
Forefront Wealth Partners
Texas
$330K +$330K +7,505 New
BMCM
2613
Black Maple Capital Management
Wisconsin
$330K -$304K -6,900 -48%
BSA
2614
Bull Street Advisors
Georgia
$329K
LCM
2615
Logan Capital Management
Pennsylvania
$329K +$3.56K +81 +1%
PCM
2616
Payne Capital Management
New York
$327K +$328K +7,447 New
CFO
2617
Collective Family Office
Pennsylvania
$327K -$7.88K -179 -2%
MCM
2618
Monument Capital Management
Virginia
$327K +$49.5K +1,126 +18%
CWM
2619
Centric Wealth Management
Illinois
$326K -$39.5K -897 -11%
HFAS
2620
Hummer Financial Advisory Services
Illinois
$326K
WG
2621
Wealth Group
North Carolina
$326K +$3.3K +75 +1%
WWC
2622
Waypoint Wealth Counsel
Georgia
$326K +$32.9K +747 +11%
AIM
2623
Alhambra Investment Management
Florida
$326K -$6.6K -150 -2%
GPA
2624
Guerra Pan Advisors
New Jersey
$325K
PPC
2625
Pennington Partners & Co
Maryland
$325K +$326K +7,400 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.