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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
PWA
3226
Principia Wealth Advisory
Texas
$7.6K +$7.61K +173 New
SC
3227
Steph & Co
Wisconsin
$7.43K
CMA
3228
Cedar Mountain Advisors
Oregon
$6.81K +$792 +18 +13%
PS
3229
PayPay Securities
Japan
$6.68K -$1.14K -26 -15%
LB
3230
Legacy Bridge
Iowa
$6.37K
CFP
3231
Comprehensive Financial Planning
Pennsylvania
$5.93K +$5.94K +135 New
SC
3232
Stance Capital
Massachusetts
$5.89K +$5.9K +134 New
IWP
3233
IAG Wealth Partners
Wisconsin
$5.84K +$5.85K +133 New
SIM
3234
Synergy Investment Management
Florida
$5.71K +$5.72K +130 New
EA
3235
Evolution Advisers
Virginia
$5K
ETS
3236
ESL Trust Services
New York
$4.83K
NBT
3237
Northwest Bank & Trust
Iowa
$4.75K
CWM
3238
Cedar Wealth Management
California
$4.62K
PP
3239
PFS Partners
New Jersey
$4.61K +$44 +1 +1%
PPA
3240
Painted Porch Advisors
California
$4.39K
CWM
3241
Consultiva Wealth Management
Puerto Rico
$4.39K +$4.4K +100 New
RJA
3242
Ross\Johnson & Associates
Minnesota
$4.39K +$4.4K +100 New
PPWM
3243
PFG Private Wealth Management
Florida
$4.29K
LIS
3244
Legacy Investment Solutions
Idaho
$4.22K
LWMI
3245
Legacy Wealth Management (Idaho)
Idaho
$4.22K
CFS
3246
CGC Financial Services
Oregon
$3.87K +$3.87K +88 New
LG
3247
LAM Group
Oregon
$3.78K
CAM
3248
Costello Asset Management
Pennsylvania
$3.55K
SIS
3249
Strategic Investment Solutions
Illinois
$3.37K
RBC
3250
Roble Belko & Company
Pennsylvania
$3K

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.