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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
PCM
2626
Pennsylvania Capital Management
Pennsylvania
$325K +$6.42K +146 +2%
NFSG
2627
Newbridge Financial Services Group
Florida
$324K +$325K +7,383 New
VC
2628
Veery Capital
Delaware
$324K -$2.99K -68 -0.9%
GWM
2629
GK Wealth Management
Nevada
$324K +$325K +7,376 New
CFO
2630
CVA Family Office
Colorado
$324K +$54.4K +1,237 +20%
IP
2631
Investment Partners
Ohio
$324K +$40.1K +912 +14%
GPWM
2632
Grant Private Wealth Management
California
$324K +$324K +7,367 New
LRIA
2633
Leonard Rickey Investment Advisors
Washington
$323K +$1.36K +31 +0.4%
MWM
2634
Maltin Wealth Management
New Jersey
$322K +$1.19K +27 +0.4%
SG
2635
Sharper & Granite
California
$322K
NWA
2636
Navis Wealth Advisors
New York
$322K -$836 -19 -0.3%
HFS
2637
Heritage Financial Services
Massachusetts
$321K +$17.1K +388 +6%
CC
2638
Citrine Capital
California
$321K +$322K +7,311 New
TBWA
2639
Three Bridge Wealth Advisors
California
$321K +$83.6K +1,900 +35%
SL
2640
Salomon & Ludwin
Virginia
$321K -$2.73K -62 -0.8%
WCP
2641
Wealthcare Capital Partners
Pennsylvania
$321K +$321K +7,295 New
GWS
2642
Greykasell Wealth Strategies
California
$320K +$320K +7,281 New
BAM
2643
Byrne Asset Management
New Jersey
$320K -$337K -7,666 Closed
BFS
2644
BridgePort Financial Solutions
Iowa
$319K +$318K +7,225 New
CWM
2645
Challenger Wealth Management
California
$318K +$319K +7,241 New
MFA
2646
Morling Financial Advisors
California
$318K +$440 +10 +0.1%
SL
2647
Sentry LLC
Tennessee
$318K
TAM
2648
Tucker Asset Management
Colorado
$318K -$59.6K -1,355 -16%
WP
2649
WealthShield Partners
North Carolina
$318K -$52K -1,183 -14%
TCB
2650
Texas Capital Bancshares
Texas
$317K -$9.68K -220 -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.