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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
BSB
2676
Bangor Savings Bank
Maine
$304K +$6.82K +155 +2%
TF
2677
Tompkins Financial
New York
$304K -$37.5K -853 -11%
PFG
2678
Putney Financial Group
California
$303K +$304K +6,905 New
WAL
2679
W Advisors LLC
Tennessee
$303K +$6.07K +138 +2%
HWA
2680
Heartwood Wealth Advisors
Virginia
$303K -$16.9K -383 -5%
SW
2681
Simplicity Wealth
New Jersey
$303K -$1.11M -25,143 -78%
BTWM
2682
Brass Tax Wealth Management
Ohio
$303K -$748 -17 -0.2%
MGWM
2683
Marks Group Wealth Management
Minnesota
$303K
IAP
2684
Indie Asset Partners
Indiana
$303K -$1.5K -34 -0.5%
FBC
2685
Fairfield, Bush & Co
Connecticut
$303K -$4.4K -100 -1%
TFF
2686
The Family Firm
Maryland
$303K +$1.41K +32 +0.5%
CICC
2687
Capital Investment Counsel (Colorado)
Colorado
$302K +$302K +6,874 New
EWM
2688
EPG Wealth Management
Georgia
$302K -$35.9K -816 -11%
ACA
2689
Ackerman Capital Advisors
Texas
$302K +$44 +1 +0%
AAS
2690
AdviceOne Advisory Services
Connecticut
$302K +$302K +6,862 New
RCM
2691
Radnor Capital Management
Pennsylvania
$301K -$227K -5,150 -43%
BWM
2692
BlackDiamond Wealth Management
New York
$301K -$220 -5 -0.1%
OHIS
2693
Oak Harvest Investment Services
Texas
$300K +$1.94K +44 +0.6%
TC
2694
Tacita Capital
Ontario, Canada
$300K
NAMNJ
2695
NorthStar Asset Management (New Jersey)
New Jersey
$300K +$1.23K +28 +0.4%
MHWM
2696
Montz Harcus Wealth Management
Louisiana
$299K -$7.39K -168 -2%
WCFA
2697
Walkner Condon Financial Advisors
Wisconsin
$299K -$27.5K -625 -8%
SPP
2698
Single Point Partners
Massachusetts
$299K -$9.55K -217 -3%
BW
2699
BostonPremier Wealth
Massachusetts
$299K +$299K +6,802 New
DWP
2700
Destiny Wealth Partners
Florida
$299K +$4.31K +98 +1%

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.