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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
MMCM
3101
Murphy & Mullick Capital Management
New York
$67.2K +$67.2K +1,528 New
MC
3102
Montag & Caldwell
Georgia
$65.9K +$66K +1,500 New
HFS
3103
HBC Financial Services
Washington
$65K
OC
3104
Oakmont Corp
California
$63.9K
B
3105
Birchbrook
Maine
$63.3K +$44 +1 +0.1%
KWAG
3106
Kiely Wealth Advisory Group
North Carolina
$63.1K
KFP
3107
Keener Financial Planning
Texas
$63K
BIA
3108
Bell Investment Advisors
California
$62.9K -$3.39K -77 -5%
MFT
3109
Moisand Fitzgerald Tamayo
Florida
$62.6K +$44 +1 +0.1%
CWA
3110
Carolina Wealth Advisors
South Carolina
$60.9K
FFL
3111
Financial Freedom LLC
Ohio
$60.6K +$264 +6 +0.4%
NC
3112
NewSquare Capital
Pennsylvania
$58.8K +$58.9K +1,338 New
BC
3113
Broadwater Capital
Massachusetts
$58.5K
MDA
3114
Minot DeBlois Advisors
Massachusetts
$58.2K +$58.3K +1,324 New
WA
3115
Whipplewood Advisors
Colorado
$57.5K +$57.5K +1,308 New
LOIP
3116
Live Oak Investment Partners
Texas
$55.2K
GTAM
3117
Global Trust Asset Management
Florida
$54.5K +$8.97K +204 +20%
PWM
3118
Parkworth Wealth Management
California
$52.9K +$53K +1,204 New
FCT
3119
First Community Trust
Iowa
$52.7K
WWP
3120
WR Wealth Planners
Missouri
$52.3K -$329K -7,477 -86%
RWML
3121
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$51.3K +$17.1K +389 +50%
AP
3122
Aspect Partners
Virginia
$51.2K
NWMP
3123
Noble Wealth Management PBC
Colorado
$49.9K +$49.9K +1,135 New
ECM
3124
Eisler Capital Management
United Kingdom
$49.8K +$49.5K +1,125 New
CP
3125
Castleview Partners
Texas
$49.5K +$2.95K +67 +6%

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.