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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
NYLIM
301
New York Life Investment Management
New York
$43.7M -$454K -10,316 -1%
CFB
302
Cullen/Frost Bankers
Texas
$43.5M +$1.28M +29,015 +3%
LMIM
303
Lockheed Martin Investment Management
Maryland
$43.5M +$8.88M +201,750 +26%
X
304
Xponance
Pennsylvania
$43.1M +$91.6K +2,082 +0.2%
AM
305
AGF Management
Ontario, Canada
$42.8M -$19.2M -436,662 -31%
GT
306
Glenmede Trust
Pennsylvania
$42.7M +$3.53M +80,174 +9%
IMPI
307
Ilmarinen Mutual Pension Insurance
Finland
$42.7M +$16.3M +371,500 +62%
NAM
308
NorthCrest Asset Manangement
Minnesota
$42.6M +$772K +17,544 +2%
PFSRSONJ
309
Police & Firemen's Retirement System of New Jersey
New Jersey
$42.6M +$42.6M +969,101 New
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$42.5M +$3.58M +81,283 +9%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$42.4M -$402K -9,147 -0.9%
YCM
312
Yousif Capital Management
Michigan
$42.1M -$1.56M -35,542 -4%
AssetMark Inc
313
AssetMark Inc
California
$41.8M +$3.21M +72,882 +8%
PA
314
Pinnacle Associates
New York
$41.8M -$1.52M -34,645 -4%
SCP
315
Seizert Capital Partners
Michigan
$41.6M +$3.51M +79,736 +9%
BPC
316
Banque Pictet & Cie
Switzerland
$41.5M +$9.4M +213,697 +29%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$41.3M -$884K -20,086 -2%
Public Employees Retirement Association of Colorado
318
Public Employees Retirement Association of Colorado
Colorado
$41M -$2.09M -47,445 -5%
NSLI
319
Nan Shan Life Insurance
Taiwan
$41M -$12.1M -275,527 -23%
Axa
320
Axa
France
$41M -$8.71M -197,923 -18%
QCM
321
QRG Capital Management
Illinois
$41M +$1.55M +35,212 +4%
TAM
322
Todd Asset Management
Kentucky
$41M +$635K +14,422 +2%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$39.9M +$227K +5,155 +0.6%
GLF
324
Groupe la Francaise
France
$39.8M +$40.2M +912,837 New
NNPTE
325
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$39.2M +$37.6M +854,806 +2,338%

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.