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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
KBFS
3201
Kohmann Bosshard Financial Services
Ohio
$13.2K +$13.2K +300 New
FGC
3202
Financial Gravity Companies
Texas
$13.1K +$13.1K +298 New
CF
3203
Conquis Financial
California
$13K +$13K +296 New
WCM
3204
Westend Capital Management
California
$12.4K
TCA
3205
Trifecta Capital Advisors
Illinois
$12.2K
AA
3206
AlphaMark Advisors
Kentucky
$12K
MG
3207
MilWealth Group
Wisconsin
$11.9K
IA
3208
IFS Advisors
Kansas
$10.9K
FFA
3209
Fairfield Financial Advisors
Massachusetts
$10.7K +$44 +1 +0.4%
CCMI
3210
Creative Capital Management Investments
California
$9.67K
VFM
3211
Vision Financial Markets
Connecticut
$9.52K +$9.55K +217 New
FG
3212
Fairman Group
Pennsylvania
$9.45K
BC
3213
Bayforest Capital
United Kingdom
$9.32K +$9.33K +212 New
LFA
3214
Legend Financial Advisors
Pennsylvania
$9.21K +$8.71K +198 +1,650%
ACM
3215
Anfield Capital Management
California
$9.19K +$7.92K +180 +621%
EP
3216
Elkhorn Partners
Nebraska
$9K -$8.8K -200 -50%
1IA
3217
1620 Investment Advisors
Massachusetts
$8.84K +$6.16K +140 +230%
MAM
3218
Morse Asset Management
Connecticut
$8.79K -$330K -7,500 -97%
BFS
3219
Bare Financial Services
Pennsylvania
$8.79K
OW
3220
Olistico Wealth
Oklahoma
$8.79K
VWM
3221
Vermillion Wealth Management
Minnesota
$8.35K +$8.36K +190 New
FWM
3222
FLP Wealth Management
Arkansas
$8.35K +$8.36K +190 New
CAWM
3223
Capital A Wealth Management
Pennsylvania
$8.09K +$8.1K +184 New
SC
3224
Swan Capital
Florida
$7.82K
MCM
3225
Mainstream Capital Management
California
$7.6K +$7.61K +173 New

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.