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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
1WM
2976
1858 Wealth Management
Ohio
$206K +$206K +4,692 New
EW
2977
Elyxium Wealth
California
$206K -$325K -7,381 -61%
OSNBOA
2978
Old Second National Bank of Aurora
Illinois
$205K -$5.76K -131 -3%
CHP
2979
Cable Hill Partners
Oregon
$205K -$71.9K -1,635 -26%
KRW
2980
Kaufman Rossin Wealth
Florida
$205K +$205K +4,665 New
WMN
2981
Wealth Management Nebraska
Nebraska
$205K +$205K +4,663 New
SFS
2982
Solitude Financial Services
Virginia
$205K +$205K +4,656 New
LTI
2983
Laffer Tengler Investments
Tennessee
$204K -$176K -4,000 -46%
WA
2984
Wealthstream Advisors
New York
$204K +$204K +4,647 New
CP
2985
Creekside Partners
California
$204K +$204K +4,647 New
PFC
2986
Phocas Financial Corp
California
$204K +$204K +4,640 New
WF
2987
Whelan Financial
California
$204K +$204K +4,639 New
HIS
2988
Harvest Investment Services
Illinois
$204K +$204K +4,637 New
CFA
2989
CWS Financial Advisors
Michigan
$204K +$204K +4,632 New
CCA
2990
Carrera Capital Advisors
Michigan
$204K +$204K +4,631 New
LWM
2991
Laidlaw Wealth Management
New York
$204K +$204K +4,631 New
VFG
2992
Victory Financial Group
Texas
$203K +$203K +4,613 New
ATFA
2993
All Terrain Financial Advisors
Minnesota
$202K +$202K +4,600 New
GA
2994
GSG Advisors
New Jersey
$201K +$202K +4,581 New
PAM
2995
PVG Asset Management
Colorado
$201K +$202K +4,580 New
FNB
2996
Farmers National Bank
Kentucky
$201K +$201K +4,572 New
EA
2997
Eclectic Associates
California
$201K +$201K +4,570 New
PWP
2998
Prasad Wealth Partners
Ohio
$200K +$201K +4,561 New
WPWM
2999
Western Pacific Wealth Management
Illinois
$199K
MMG
3000
Monetary Management Group
Missouri
$198K -$11K -250 -5%

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.