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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
MF
2876
Meridian Financial
Massachusetts
$235K -$33K -750 -12%
NIM
2877
Nexus Investment Management
Ontario, Canada
$235K
AFA
2878
Alpha Financial Advisors
North Carolina
$235K -$1.14K -26 -0.5%
BCMO
2879
Buckingham Capital Management (Ohio)
Ohio
$235K +$4.62K +105 +2%
MWS
2880
MFA Wealth Services
California
$235K +$235K +5,336 New
A
2881
Argentarii
Ohio
$234K +$234K +5,322 New
GWA
2882
Gibson Wealth Advisors
Texas
$234K
SWMP
2883
Signature Wealth Management Partners
New Jersey
$234K -$22.8K -518 -9%
VBFG
2884
Vishria Bird Financial Group
Tennessee
$233K -$32.5K -739 -12%
VBWMG
2885
Von Berge Wealth Management Group
California
$232K -$1.58K -36 -0.7%
RCM
2886
Requisite Capital Management
Texas
$232K +$232K +5,276 New
MSG
2887
Main Street Group
Virginia
$232K
SPWG
2888
Syntegra Private Wealth Group
Missouri
$230K +$230K +5,229 New
TPWM
2889
Twelve Points Wealth Management
Massachusetts
$230K -$158K -3,581 -41%
CCFM
2890
Clear Creek Financial Management
Washington
$230K +$4.14K +94 +2%
SFGP
2891
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$230K +$230K +5,225 New
EIA
2892
Eastover Investment Advisors
North Carolina
$230K +$230K +5,223 New
SPG
2893
Strategic Planning Group
Utah
$229K -$698K -15,857 -75%
GKIM
2894
GW&K Investment Management
Massachusetts
$229K +$8.1K +184 +4%
S4W
2895
Solutions 4 Wealth
Texas
$229K -$16.8K -382 -7%
BA
2896
Ballast Advisors
Minnesota
$229K -$13.2K -299 -5%
AWA
2897
Alaska Wealth Advisors
Alaska
$228K +$704 +16 +0.3%
FAN
2898
Financial Advisors Network
California
$228K +$229K +5,197 New
BZWA
2899
Blue Zone Wealth Advisors
California
$228K +$228K +5,192 New
FFC
2900
Frederick Financial Consultants
Maryland
$228K +$228K +5,184 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.