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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
ATC
3126
Advantage Trust Company
Kansas
$49.4K -$49.5K -1,125 -50%
FNWA
3127
Financial Network Wealth Advisors
Utah
$48.5K -$69.3K -1,575 -59%
CSWM
3128
Cassady Schiller Wealth Management
Ohio
$48.4K +$14.4K +327 +42%
PIS
3129
POM Investment Strategies
North Carolina
$47.6K +$44.3K +1,006 +1,306%
CWM
3130
Compass Wealth Management
Connecticut
$47K -$17.6K -400 -27%
TLCM
3131
Twin Lakes Capital Management
California
$46.9K
TCM
3132
TruNorth Capital Management
Michigan
$46.8K
HNW
3133
High Note Wealth
Minnesota
$44.7K +$44.8K +1,018 New
DCM
3134
Davis Capital Management
Florida
$44.7K
CJH
3135
Christopher J. Hasenberg
Wisconsin
$44.6K
CMANY
3136
Capital Management Associates (New York)
New York
$44.2K -$156K -3,545 -78%
PCC
3137
Park Circle Company
Maryland
$44K
RWS
3138
Retirement Wealth Solutions
Wisconsin
$42.4K +$41.4K +941 New
FGA
3139
Fortis Group Advisors
New Jersey
$40.2K
GIS
3140
Grayhawk Investment Strategies
Alberta, Canada
$39.4K -$57.2K -1,300 -59%
MWM
3141
Mascoma Wealth Management
New Hampshire
$39.1K +$15.9K +361 +68%
VWA
3142
Valued Wealth Advisors
Utah
$38.4K +$2.82K +64 +8%
CCA
3143
Criterion Capital Advisors
Tennessee
$38.1K
WTFG
3144
Wood Tarver Financial Group
Idaho
$38K +$38.9K +884 New
MSFP
3145
Mark Sheptoff Financial Planning
Connecticut
$37.9K
TLA
3146
Tanglewood Legacy Advisors
Texas
$37.2K
FRA
3147
Front Row Advisors
California
$37.2K
HWP
3148
Highline Wealth Partners
California
$37.1K +$22.4K +510 +153%
NECFA
3149
New England Capital Financial Advisors
Connecticut
$36.7K +$44 +1 +0.1%
RTL
3150
Red Tortoise LLC
Georgia
$36.5K

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.