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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
MWA
2726
Medallion Wealth Advisors
Connecticut
$284K +$285K +6,488 New
EL
2727
EWA LLC
Pennsylvania
$284K -$3.74K -85 -1%
4WM
2728
49 Wealth Management
Texas
$283K -$32.6K -741 -10%
MTWM
2729
Masso Torrence Wealth Management
New Jersey
$282K
PAW
2730
Plan A Wealth
Nebraska
$282K +$282K +6,409 New
TRIA
2731
Trail Ridge Investment Advisors
Colorado
$281K +$5.54K +126 +2%
MTIC
2732
Missouri Trust & Investment Company
Missouri
$281K +$7.13K +162 +3%
HA
2733
Helium Advisors
Washington
$281K +$282K +6,399 New
OHWA
2734
Oak Hill Wealth Advisors
Virginia
$281K +$281K +6,387 New
WTFG
2735
Wells Trecaso Financial Group
Ohio
$280K -$39K -886 -12%
WKWM
2736
Walter & Keenan Wealth Management
Indiana
$280K +$14K +319 +5%
ACC
2737
Acorn Creek Capital
Colorado
$279K +$5.98K +136 +2%
MPCG
2738
Matrix Private Capital Group
New York
$279K
TA
2739
TFB Advisors
Kansas
$279K +$10.1K +230 +4%
TC
2740
TAP Consulting
Missouri
$278K -$2.73K -62 -1%
M1FG
2741
Mach-1 Financial Group
Arkansas
$278K -$55K -1,250 -16%
PWS
2742
Proactive Wealth Strategies
Georgia
$278K +$10.4K +237 +4%
CWA
2743
Centennial Wealth Advisory
Michigan
$277K +$5.46K +124 +2%
RCWM
2744
Royal Capital Wealth Management
Indiana
$277K +$264 +6 +0.1%
CCC
2745
Compass Capital Corp
Massachusetts
$277K +$269K +6,116 New
NJBEST
2746
New Jersey Better Educational Savings Trust
New Jersey
$277K
MWM
2747
MinichMacGregor Wealth Management
New York
$277K +$277K +6,297 New
CCWM
2748
Correct Capital Wealth Management
Missouri
$277K +$1.23K +28 +0.4%
JGIA
2749
Jackson Grant Investment Advisers
Connecticut
$276K +$44 +1 +0%
VAMG
2750
Voisard Asset Management Group
Michigan
$275K +$748 +17 +0.3%

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.