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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
TCM
3151
TD Capital Management
Tennessee
$35.9K +$176 +4 +0.5%
MDCM
3152
Morgan Dempsey Capital Management
Wisconsin
$35.2K
GJIA
3153
Glass Jacobson Investment Advisors
Maryland
$35K +$12.1K +276 +53%
SAS
3154
Spurstone Advisory Services
Connecticut
$34.3K +$34.3K +780 New
GFL
3155
Granite FO LLC
New Hampshire
$33.9K
PFSC
3156
Peoples Financial Services Corp
Pennsylvania
$33.3K -$512K -11,632 -94%
BGA
3157
Battery Global Advisors
Massachusetts
$32.7K +$220 +5 +0.7%
CWM
3158
Cranbrook Wealth Management
Michigan
$32.7K +$8.58K +195 +36%
MSWA
3159
Marshall & Sterling Wealth Advisors
New York
$31.1K +$31.1K +707 New
VIS
3160
Vega Investment Solutions
France
$30K +$30.1K +683 New
FW
3161
Fairway Wealth
Ohio
$28.7K +$28.7K +653 New
PCTC
3162
Perkins Coie Trust Company
Washington
$27.4K
RCM
3163
Richardson Capital Management
Wisconsin
$26.4K
CF
3164
Collier Financial
Colorado
$25.4K +$25.4K +578 New
WAG
3165
Wiser Advisor Group
Arizona
$25.1K
GK
3166
Graney & King
New York
$24.9K +$24.9K +567 New
KSB
3167
Kennebec Savings Bank
Maine
$24.8K -$8.05K -183 -25%
SNB
3168
Security National Bank
Nebraska
$24.2K
IHWM
3169
Iron Horse Wealth Management
Iowa
$24K
NA
3170
Nordwand Advisors
Pennsylvania
$24K
BWM
3171
Bernard Wealth Management
Michigan
$23.6K +$23.7K +538 New
DP
3172
Denver PWM
Colorado
$23K +$9.24K +210 +67%
TPW
3173
Talon Private Wealth
Florida
$23K +$44 +1 +0.2%
ZRP
3174
Zynergy Retirement Planning
New Jersey
$22.7K
LWA
3175
Lowe Wealth Advisors
Maryland
$22.5K +$352 +8 +2%

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.