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Bank of America
BAC

Overview Fund Activity

3,228 hedge funds and large institutions have $249B invested in Bank of America in 2024 Q4 according to their latest regulatory filings, with 429 funds opening new positions, 1,193 increasing their positions, 1,285 reducing their positions, and 99 closing their positions.

Holders
3,228
Holders Change
+272
Holders Change %
+9.2%
% of All Funds
42.99%
Holding in Top 10
125
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.87%
% of All Funds
1.66%
New
429
Increased
1,193
Reduced
1,285
Closed
99
Calls
$4.8B
Puts
$8.11B
Net Calls
-$3.31B
Net Calls Change
-$1.78B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.47B
2
BlackRock
2
BlackRock
New York
$23B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.9B
4
Capital World Investors
4
Capital World Investors
California
$3.88B
5
Citadel Advisors
5
Citadel Advisors
Florida
$821M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$29.9B
2
Dodge & Cox
2
Dodge & Cox
California
$1.37B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$436M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$220M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$276M
Name Market Value Shares Shares
Change 		Shares
Change %
ARC
3301
Advisor Resource Council
Texas
– – -5,782 Closed
FA
3302
Faithward Advisors
Pennsylvania
– – -5,734 Closed
TWM
3303
Tanager Wealth Management
United Kingdom
– – -5,726 Closed
AWP
3304
Abacus Wealth Partners
California
– – -5,473 Closed
IGGA
3305
Iron Gate Global Advisors
Utah
– – -5,442 Closed
TCOK
3306
Trust Company of Kansas
Kansas
– – -5,372 Closed
BMWM
3307
Brown Miller Wealth Management
Virginia
– – -5,334 Closed
HIGP
3308
Hill Investment Group Partners
Missouri
– – -5,210 Closed
ONST
3309
Old North State Trust
North Carolina
– – -5,091 Closed
IAG
3310
Investmark Advisory Group
Connecticut
– – -5,074 Closed
SGC
3311
Slocum, Gordon & Co
Rhode Island
– – -3,571 Closed
RWM
3312
Reston Wealth Management
Virginia
– – -2,502 Closed
DI
3313
DAGCO Inc
Ohio
– – -2,018 Closed
OWP
3314
ORG Wealth Partners
Texas
– – -2,004 Closed
CPA
3315
Clear Point Advisors
New York
– – -1,235 Closed
MFA
3316
McClarren Financial Advisors
Pennsylvania
– – -1,045 Closed
MWA
3317
MFA Wealth Advisors
Pennsylvania
– – -1,008 Closed
NFA
3318
Northwest Financial Advisors
Virginia
– – -693 Closed
DWS
3319
Dynamic Wealth Strategies
California
– – -600 Closed
LAM
3320
Lummis Asset Management
Texas
– – -532 Closed
MIM
3321
Macroview Investment Management
Maryland
– – -467 Closed
SHIM
3322
Stone House Investment Management
Pennsylvania
– – -280 Closed
PWM
3323
Partnership Wealth Management
Maryland
– – -235 Closed
JFG
3324
JDM Financial Group
Texas
– – -51 Closed
FCM
3325
Fourpath Capital Management
Oklahoma
– – -37 Closed
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