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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
SAM
3051
Sherman Asset Management
California
$113K +$113K +2,569 New
DWM
3052
Darwin Wealth Management
Florida
$113K +$4.31K +98 +4%
BCCM
3053
Black Cypress Capital Management
Florida
$112K -$484K -11,004 -81%
FFWM
3054
Future Financial Wealth Management
Ohio
$111K -$35.8K -813 -24%
GA
3055
GoalVest Advisory
New York
$110K +$5.98K +136 +6%
TIM
3056
Tortoise Investment Management
New York
$109K +$1.23K +28 +1%
BFPW
3057
BOK Financial Private Wealth
Colorado
$107K -$77K -1,751 -42%
DPW
3058
DiNuzzo Private Wealth
Pennsylvania
$107K -$26.2K -595 -20%
GGI
3059
Godsey & Gibb Inc
Virginia
$106K -$14K -319 -12%
CAC
3060
Core Alternative Capital
Georgia
$105K +$4.4K +100 +4%
RFG
3061
REAP Financial Group
Texas
$104K -$792 -18 -0.8%
HDIM
3062
Hanson & Doremus Investment Management
Vermont
$102K -$2.86K -65 -3%
BIM
3063
Breakwater Investment Management
Washington
$102K
BA
3064
Bellwether Advisors
Nebraska
$101K +$101K +2,296 New
FDCP
3065
Foster Dykema Cabot & Partners
Massachusetts
$99.2K
TC
3066
Truvestments Capital
Florida
$94.7K +$13.4K +304 +16%
TC
3067
Trust Company
Kansas
$93.8K
BL
3068
BFSG LLC
California
$92.6K -$1.1K -25 -1%
SC
3069
Stephens Consulting
Michigan
$91.6K +$13.1K +297 +17%
IWM
3070
IMG Wealth Management
Florida
$90.9K +$91K +2,068 New
Q1WB
3071
Quest 10 Wealth Builders
Virginia
$89.7K +$89.8K +2,041 New
BWL
3072
Bogart Wealth LLC
Virginia
$89.7K +$11.4K +260 +15%
HIM
3073
Hillsdale Investment Management
Ontario, Canada
$89.7K -$91.5K -2,080 -50%
AWM
3074
Atticus Wealth Management
Florida
$89.4K
ACM
3075
Adalta Capital Management
New York
$87.9K -$13.2K -300 -13%

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.