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Bank of America
BAC

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: 92 → 126 (+34)

13% more capital invested

Capital invested by funds: $221B → $250B (+$29.3B)

10% more funds holding

Funds holding: 2,980 → 3,267 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$901M
2
BlackRock
BlackRock
New York
+$829M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$823M
4
Capital World Investors
Capital World Investors
California
+$749M
5
Citadel Advisors
Citadel Advisors
Florida
+$634M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$5.17B
2
Dodge & Cox
Dodge & Cox
California
-$974M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$865M
4
Norges Bank
Norges Bank
Norway
-$486M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$333M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2776
Southern Capital Advisors
Tennessee
$268K +$264 +6 +0.1%
DCM
2777
Donaldson Capital Management
Indiana
$266K -$45.8K -1,040 -15%
CA
2778
Capital Advantage
California
$265K +$266K +6,038 New
BIG
2779
Bush Investment Group
Georgia
$265K – – –
EAMA
2780
EFG Asset Management (Americas)
Florida
$265K +$265K +6,030 New
SCM
2781
Sunbeam Capital Management
Georgia
$265K +$265K +6,026 New
SCA
2782
Scott Capital Advisors
Oregon
$265K +$308 +7 +0.1%
CNWM
2783
Clay Northam Wealth Management
California
$265K +$4.22K +96 +2%
SIAP
2784
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$264K +$265K +6,017 New
FCM
2785
Firestone Capital Management
Florida
$264K +$176 +4 +0.1%
MWM
2786
Merriman Wealth Management
Washington
$264K +$264K +6,003 New
AAIM
2787
Asset Advisors Investment Management
Georgia
$264K – – –
MP
2788
Moment Partners
California
$264K +$264K +6,000 New
HCP
2789
Hamilton Capital Partners
Georgia
$263K +$264K +5,994 New
COCM
2790
Charter Oak Capital Management
New Hampshire
$263K -$31.2K -710 -11%
FNT
2791
First Nebraska Trust
Nebraska
$263K +$7.57K +172 +3%
PMFA
2792
Plante Moran Financial Advisors
Michigan
$263K +$25.9K +589 +11%
FWA
2793
FSM Wealth Advisors
Ohio
$263K -$63.6K -1,445 -20%
CAM
2794
Clark Asset Management
New Hampshire
$263K -$4.97K -113 -2%
DP
2795
DDD Partners
Washington
$263K +$2.82K +64 +1%
AWM
2796
Abound Wealth Management
Tennessee
$261K +$8.62K +196 +3%
AAM
2797
Aureus Asset Management
Massachusetts
$259K +$260K +5,904 New
VBFP
2798
Valtinson Bruner Financial Planning
Minnesota
$259K +$44 +1 +0%
SRC
2799
Sage Rhino Capital
California
$259K -$836 -19 -0.3%
CFG
2800
Clayton Financial Group
Missouri
$259K -$3.83K -87 -1%
110 111
112
113 114

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.