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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
BWP
2826
BSW Wealth Partners
Colorado
$251K +$251K +5,707 New
DTC
2827
Davidson Trust Company
Washington
$251K -$3.52K -80 -1%
PWMG
2828
Private Wealth Management Group
New Jersey
$251K -$88 -2 -0%
WMA
2829
West Michigan Advisors
Michigan
$250K -$38.3K -871 -13%
B
2830
Barings
North Carolina
$250K -$68.5K -1,556 -21%
SIA
2831
SGL Investment Advisors
Montana
$250K +$18.5K +421 +8%
SI
2832
Saxon Interests
Texas
$250K -$616 -14 -0.2%
AIM
2833
AHL Investment Management
Florida
$248K -$6.6K -150 -3%
FSBI
2834
Fearless Solutions (Best Invest)
Texas
$248K +$248K +5,648 New
SWM
2835
Shelton Wealth Management
Texas
$248K
WA
2836
WPG Advisers
Maryland
$248K +$248K +5,646 New
ACP
2837
Arcus Capital Partners
Georgia
$247K -$1.01K -23 -0.4%
Members Trust
2838
Members Trust
Florida
$247K +$8.49K +193 +4%
CPA
2839
Cardiff Park Advisors
California
$246K +$704 +16 +0.3%
SR
2840
Syntax Research
Florida
$246K +$352 +8 +0.1%
WAM
2841
Werlinich Asset Management
Connecticut
$245K
PHAM
2842
Palisades Hudson Asset Management
Florida
$245K
LC
2843
Lavaca Capital
Texas
$245K
YIM
2844
Yoffe Investment Management
Pennsylvania
$245K +$245K +5,573 New
TWM
2845
Topsail Wealth Management
North Carolina
$245K +$245K +5,568 New
SCA
2846
St. Clair Advisors
Ohio
$244K +$245K +5,560 New
TBT
2847
Texas Bank & Trust
Texas
$244K +$244K +5,557 New
WH
2848
Willner & Heller
California
$244K +$1.41K +32 +0.6%
SCM
2849
SKBA Capital Management
California
$244K
KWA
2850
Kondo Wealth Advisors
California
$244K +$244K +5,545 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.