We are live on ! Find out more
BAC icon

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
PBK
2901
Peoples Bank (Kansas)
Kansas
$227K
NBWM
2902
North Berkeley Wealth Management
California
$227K +$227K +5,166 New
EWA
2903
Encompass Wealth Advisors
Oregon
$227K -$442K -10,052 -66%
GEA
2904
Glen Eagle Advisors
New Jersey
$226K +$88 +2 +0%
MHC
2905
Meyer Handelman Company
New York
$226K +$3.21K +73 +1%
SWMG
2906
Sard Wealth Management Group
Georgia
$224K +$1.28K +29 +0.6%
RB
2907
Renasant Bank
Mississippi
$224K
JTWM
2908
Jackson Thornton Wealth Management
Alabama
$224K +$224K +5,088 New
RFG
2909
RFP Financial Group
Georgia
$223K
DAL
2910
Delta Accumulation LLC
California
$223K +$1.45K +33 +0.6%
FDDB
2911
Fidelity D&D Bancorp
Pennsylvania
$223K
ACL
2912
Applied Capital LLC
Florida
$222K +$223K +5,059 New
SWM
2913
Segment Wealth Management
Texas
$222K -$5.81K -132 -3%
HTIM
2914
Harbour Trust & Investment Management
Indiana
$222K -$11.4K -259 -5%
NPF
2915
Norris Perne & French
Michigan
$222K
CIC
2916
Chilton Investment Company
Connecticut
$222K +$222K +5,046 New
HA
2917
Harfst & Associates
Wyoming
$222K +$222K +5,046 New
CCM
2918
Collar Capital Management
Wisconsin
$222K +$222K +5,044 New
LMKC
2919
L.M. Kohn & Company
Ohio
$221K +$222K +5,036 New
1CM
2920
1492 Capital Management
Wisconsin
$221K -$9.5K -216 -4%
CFFP
2921
Center for Financial Planning
Michigan
$220K -$10.3K -235 -4%
ALA
2922
Atlas Legacy Advisors
California
$220K +$220K +5,008 New
ACM
2923
Andina Capital Management
Utah
$220K +$220K +5,000 New
API
2924
Asset Planning Inc
California
$220K +$220K +4,996 New
CA
2925
Corrado Advisors
New Jersey
$219K +$220K +4,990 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.