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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
AFM
3026
Aspetuck Financial Management
Connecticut
$139K +$139K +3,152 New
FCG
3027
Financial Connections Group
California
$136K
EWP
3028
Elevation Wealth Partners
California
$136K +$132 +3 +0.1%
DWA
3029
Dougherty Wealth Advisers
Minnesota
$134K
PC
3030
Promus Capital
Illinois
$134K +$134K +3,054 New
SO
3031
Sierra Ocean
California
$133K +$133K +3,029 New
HHGA
3032
Halbert Hargrove Global Advisors
California
$132K +$132K +3,000 New
EPW
3033
Endeavor Private Wealth
Kansas
$131K +$131K +2,988 New
C
3034
Covestor
United Kingdom
$131K +$26K +591 +25%
LFA
3035
LGT Financial Advisors
Texas
$129K +$128K +2,900 +7,250%
PSFG
3036
Park Square Financial Group
Georgia
$128K +$128K +2,911 New
RAM
3037
Riggs Asset Management
Pennsylvania
$126K +$9.33K +212 +8%
CWM
3038
CarsonAllaria Wealth Management
Illinois
$124K +$132 +3 +0.1%
Loomis, Sayles & Company
3039
Loomis, Sayles & Company
Massachusetts
$118K -$142K -3,237 -55%
SA
3040
SRH Advisors
Kansas
$118K
WWA
3041
Wingate Wealth Advisors
Massachusetts
$117K +$117K +2,665 New
GWP
3042
Gen-Wealth Partners
Michigan
$117K -$43.2K -982 -27%
BTD
3043
BankPlus Trust Department
Mississippi
$117K +$117K +2,656 New
HWM
3044
Horizons Wealth Management
North Carolina
$117K
RPA
3045
Redwood Park Advisors
California
$116K +$116K +2,634 New
RF
3046
Roxbury Financial
New Jersey
$115K +$106K +2,418 New
BHWM
3047
Beaird Harris Wealth Management
Texas
$114K +$36.5K +830 +47%
ACA
3048
Atlas Capital Advisors
Wyoming
$114K -$63.2K -1,436 -36%
PAI
3049
Pittenger & Anderson Inc
Nebraska
$114K -$132K -3,000 -54%
TWD
3050
True Wealth Design
Ohio
$114K +$5.15K +117 +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.