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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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$49.7M +$1.92M +43,531 +4%
AAIM
277
American Assets Investment Management
California
$49.6M
N
278
Natixis
France
$49.2M -$14.7M -333,203 -23%
URS
279
Utah Retirement Systems
Utah
$48.6M -$818K -18,600 -2%
SC
280
Sculptor Capital
New York
$48.5M +$11M +250,000 +29%
TH
281
TCTC Holdings
Texas
$48.4M -$24.3K -552 -0.1%
CB
282
Commerce Bank
Missouri
$48.3M -$3.37M -76,658 -7%
Mirae Asset Global ETFs Holdings
283
Mirae Asset Global ETFs Holdings
Hong Kong
$48.1M +$16.4M +372,605 +52%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$48M +$3.53M +80,210 +8%
Cetera Investment Advisers
285
Cetera Investment Advisers
Illinois
$47.9M -$299K -6,801 -0.6%
MHI
286
Miller Howard Investments
New York
$47.2M -$612K -13,901 -1%
MCM
287
Moore Capital Management
New York
$47.1M +$47.1M +1,070,720 New
UIM
288
USS Investment Management
United Kingdom
$46.9M -$869K -19,746 -2%
VMPIC
289
Varma Mutual Pension Insurance Co
Finland
$46.6M -$16.2M -368,700 -26%
MNA
290
Manning & Napier Advisors
New York
$46.2M -$5.5M -125,001 -11%
AFCM
291
Applied Finance Capital Management
Puerto Rico
$46.2M +$1.8M +40,900 +4%
CFG
292
Citizens Financial Group
Rhode Island
$45.7M +$1.48M +33,693 +3%
MCM
293
MAI Capital Management
Ohio
$45.5M +$6.47M +146,984 +17%
WF
294
Welch & Forbes
Massachusetts
$44.9M -$1.18M -26,893 -3%
Pathstone Holdings
295
Pathstone Holdings
New Jersey
$44.5M +$1.58M +35,875 +4%
LFG
296
Lazard Frères Gestion
France
$44.4M -$2.71M -61,502 -6%
SFA
297
Spectrum Financial Alliance
Kentucky
$44.4M -$6.06M -137,777 -12%
LIP
298
Lighthouse Investment Partners
Florida
$44.1M +$43.2M +982,916 +4,569%
GC
299
Giverny Capital
Quebec, Canada
$44M +$481K +10,930 +1%
CLGM
300
Capitolis Liquid Global Markets
New York
$43.9M -$616K -14,000 -1%

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.