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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
AF
2701
Atala Financial
California
$298K +$298K +6,778 New
DOA
2702
D'Orazio & Associates
Virginia
$298K +$28.1K +639 +10%
WWM
2703
Wolff Wiese Magana
California
$298K +$880 +20 +0.3%
NF
2704
Nvest Financial
New Hampshire
$297K +$220 +5 +0.1%
CA
2705
Claris Advisors
Missouri
$294K +$115K +2,620 +64%
I
2706
INVST
Indiana
$293K +$11.8K +269 +4%
PA
2707
PSI Advisors
Florida
$291K -$3.74K -85 -1%
GL
2708
Gerber LLC
Ohio
$291K +$44 +1 +0%
CPW
2709
Cove Private Wealth
New York
$291K +$24.1K +548 +9%
SGK
2710
Steigerwald Gordon & Koch
Virginia
$290K +$18K +408 +7%
GGS
2711
Galvin Gaustad & Stein
Arizona
$290K
OWP
2712
Obermeyer Wealth Partners
Colorado
$290K -$185K -4,214 -39%
OPWM
2713
Oxinas Partners Wealth Management
Indiana
$289K -$18K -409 -6%
BCMLT
2714
Beacon Capital Management LLC (Tennessee)
Tennessee
$289K +$3.74K +85 +1%
HAIM
2715
Hunter Associates Investment Management
Pennsylvania
$288K
RFS
2716
Richardson Financial Services
Massachusetts
$288K +$153K +3,471 +113%
IWP
2717
Invenio Wealth Partners
Florida
$287K -$28.2K -640 -9%
FA
2718
Fermata Advisors
California
$287K -$10.8K -245 -4%
SIMG
2719
Sonora Investment Management Group
Arizona
$287K -$21.6K -492 -7%
TPW
2720
TL Private Wealth
Texas
$286K
TFA
2721
Tranquilli Financial Advisor
New Jersey
$286K -$10.6K -242 -4%
HCM
2722
Highview Capital Management
Illinois
$286K +$286K +6,500 New
LIA
2723
Lynx Investment Advisory
District of Columbia
$285K +$285K +6,489 New
FF
2724
Francis Financial
$285K +$398K +9,038 New
ECM
2725
Elgethun Capital Management
South Dakota
$284K +$41K +932 +17%

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.