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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
ACM
2951
Ascent Capital Management
Oregon
$214K +$214K +4,858 New
GWM
2952
Gray Wealth Management
Maine
$213K -$9.63K -219 -4%
BBPWM
2953
Blue Bell Private Wealth Management
Pennsylvania
$213K +$4.31K +98 +2%
FFM
2954
Flagstone Financial Management
Nebraska
$213K +$213K +4,836 New
5W
2955
5T Wealth
California
$212K +$213K +4,834 New
MYIA
2956
Mount Yale Investment Advisors
Colorado
$212K -$49.5K -1,126 -19%
MAA
2957
Mraz Amerine & Associates
California
$212K +$212K +4,827 New
LI
2958
LifeWealth Investments
Florida
$212K +$212K +4,822 New
IDA
2959
Intelligence Driven Advisers
California
$212K +$212K +4,813 New
BW
2960
Blalock Williams
Alabama
$211K +$212K +4,810 New
WCM
2961
Wallace Capital Management
Texas
$211K +$211K +4,794 New
NG
2962
Northstar Group
New York
$210K -$32.1K -729 -13%
CIG
2963
Cairn Investment Group
Washington
$210K +$210K +4,768 New
IRAG
2964
Investment Research & Advisory Group
Georgia
$210K
MAC
2965
Mason & Associates (California)
California
$210K +$210K +4,776 New
GSIS
2966
Global Strategic Investment Solutions
Arizona
$209K +$209K +4,760 New
KFS
2967
Kelly Financial Services
Massachusetts
$209K +$209K +4,753 New
LSIA
2968
LaSalle St. Investment Advisors
Illinois
$208K +$209K +4,745 New
WIA
2969
Wetzel Investment Advisors
Indiana
$208K +$208K +4,726 New
FWTB
2970
First Western Trust Bank
Colorado
$208K +$208K +4,724 New
PW
2971
Peninsula Wealth
California
$207K -$5.81K -132 -3%
EE
2972
EWG Elevate
California
$207K +$207K +4,715 New
KWMG
2973
King Wealth Management Group
Florida
$207K +$207K +4,706 New
NRG
2974
Nemes Rush Group
Michigan
$207K +$39.3K +894 +23%
MWA
2975
Monograph Wealth Advisors
California
$207K +$207K +4,704 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.