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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
CWA
2851
Clarity Wealth Advisors
California
$243K +$308 +7 +0.1%
VF
2852
Virtu Financial
New York
$243K +$243K +5,520 New
SFC
2853
Swisher Financial Concepts
Ohio
$242K +$308 +7 +0.1%
FCB
2854
First County Bank
Connecticut
$242K -$128K -2,902 -34%
CAM
2855
Campion Asset Management
Virginia
$242K -$2.86K -65 -1%
SC
2856
Seldon Capital
California
$242K
SIAG
2857
Signet Investment Advisory Group
Rhode Island
$242K
CFA
2858
Capstone Financial Advisors
Illinois
$241K
FGG
2859
Financial Guidance Group
Florida
$241K
PIMG
2860
Patriot Investment Management Group
Tennessee
$241K -$8.67K -197 -3%
B
2861
Bensler
Washington
$241K +$241K +5,480 New
PWM
2862
Purus Wealth Management
California
$240K +$240K +5,466 New
RLIM
2863
Red Lighthouse Investment Management
New York
$239K
AWA
2864
Alta Wealth Advisors
Massachusetts
$239K -$12K -273 -5%
UWM
2865
USAdvisors Wealth Management
Minnesota
$239K +$7.26K +165 +3%
RFA
2866
Resurgent Financial Advisors
Georgia
$239K +$2.95K +67 +1%
FPF
2867
First Pacific Financial
Washington
$239K +$13.7K +312 +6%
4A
2868
4Wealth Advisors
Illinois
$238K +$238K +5,418 New
MWA
2869
Motive Wealth Advisors
Michigan
$238K +$238K +5,414 New
MFG
2870
Midwest Financial Group
Kansas
$238K -$3.3K -75 -1%
BAWM
2871
Bennett Associates Wealth Management
Pennsylvania
$237K +$5.54K +126 +2%
PFC
2872
Poplar Forest Capital
California
$236K
QCIG
2873
Quad-Cities Investment Group
Iowa
$236K +$264 +6 +0.1%
FUBT
2874
First United Bank & Trust
Maryland
$236K +$440 +10 +0.2%
JHP
2875
James Hambro & Partners
United Kingdom
$236K

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.