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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
ADBIC
2801
A.D. Beadell Investment Counsel
Wisconsin
$259K
LGG
2802
Luts & Greenleigh Group
Maryland
$259K +$88 +2 +0%
KFP
2803
Keystone Financial Planning
Ohio
$258K
SFO
2804
Stokes Family Office
Louisiana
$258K +$259K +5,879 New
AIM
2805
Allen Investment Management
New York
$258K
PWM
2806
Palacios Wealth Management
Florida
$258K +$240K +5,462 New
AWA
2807
Aletheian Wealth Advisors
Washington
$257K +$7.74K +176 +3%
MFS
2808
Madrona Financial Services
Washington
$257K -$28.4K -645 -10%
MCIA
2809
Mountain Capital Investment Advisors
Colorado
$257K -$616 -14 -0.3%
CF
2810
Convergence Financial
Missouri
$257K -$52K -1,181 -17%
IIM
2811
Ironwood Investment Management
Massachusetts
$257K
CCA
2812
Cora Capital Advisors
New Jersey
$256K +$528 +12 +0.2%
FPW
2813
Flywheel Private Wealth
California
$256K +$256K +5,825 New
PCM
2814
Passive Capital Management
Maryland
$255K
HA
2815
Huntleigh Advisors
Missouri
$255K +$256K +5,808 New
PAM
2816
Peak Asset Management
Colorado
$255K -$27.5K -625 -10%
MSWMA
2817
Market Street Wealth Management Advisors
Indiana
$255K +$255K +5,799 New
HPIA
2818
Hamilton Point Investment Advisors
North Carolina
$255K -$21.7K -493 -8%
KJHP
2819
K.J. Harrison & Partners
Ontario, Canada
$255K
IWS
2820
Integrity Wealth Solutions
Colorado
$255K +$1.01K +23 +0.4%
CWG
2821
Crown Wealth Group
North Carolina
$254K +$7.7K +175 +3%
AC
2822
Annandale Capital
Texas
$253K -$70.4K -1,600 -22%
PWM
2823
Pines Wealth Management
North Carolina
$252K +$245K +5,579 New
TFO
2824
Tarbox Family Office
California
$251K +$2.24K +51 +0.9%
SB
2825
SIG Brokerage
New York
$251K +$251K +5,712 New

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.