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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
WS
2926
Wela Strategies
Georgia
$219K -$8.84K -201 -4%
BOC
2927
Bull Oak Capital
California
$219K +$219K +4,977 New
SFB
2928
STAR Financial Bank
Indiana
$219K -$155K -3,516 -41%
FRM
2929
Fox Run Management
Connecticut
$219K +$219K +4,973 New
AG
2930
AmeriFlex Group
Nevada
$218K +$208K +4,718 New
FGWP
2931
Founders Grove Wealth Partners
Virginia
$218K +$218K +4,951 New
HWA
2932
HMV Wealth Advisors
Louisiana
$217K +$218K +4,947 New
FH
2933
Financial Harvest
Florida
$217K +$218K +4,946 New
LAM
2934
Lifestyle Asset Management
Texas
$217K -$4.44K -101 -2%
FCMT
2935
Founders Capital Management (Texas)
Texas
$217K -$440 -10 -0.2%
SCA
2936
Stuart Chaussee & Associates
California
$217K
MAM
2937
Marotta Asset Management
Virginia
$217K -$10K -228 -4%
BOSSRA
2938
B.O.S.S. Retirement Advisors
Utah
$217K -$382K -8,692 -64%
GWWM
2939
Great Waters Wealth Management
Minnesota
$217K -$19.4K -440 -8%
LAM
2940
Lewis Asset Management
California
$216K -$14.2K -322 -6%
WTA
2941
Washington Trust Advisors
Massachusetts
$216K -$10.4K -237 -5%
WAS
2942
Wealth Advisory Solutions
Indiana
$216K +$216K +4,905 New
AWA
2943
AmeriServ Wealth Advisors
Pennsylvania
$215K +$215K +4,895 New
CWM
2944
Crowley Wealth Management
Delaware
$215K +$215K +4,886 New
WP
2945
Wealthspan Partners
Iowa
$215K +$215K +4,881 New
WC
2946
Weil Company
California
$214K +$215K +4,877 New
USWIA
2947
UP Strategic Wealth Investment Advisors
Pennsylvania
$214K +$214K +4,873 New
JWS
2948
Juncture Wealth Strategies
Arizona
$214K +$214K +4,872 New
BWM
2949
BKM Wealth Management
Wisconsin
$214K +$214K +4,868 New
RDFA
2950
Ritter Daniher Financial Advisory
Ohio
$214K -$1.67K -38 -0.8%

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.