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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
SGC
3351
Slocum, Gordon & Co
Rhode Island
-$142K -3,571 Closed
RWM
3352
Reston Wealth Management
Virginia
-$99.3K -2,502 Closed
DI
3353
DAGCO Inc
Ohio
-$80.1K -2,018 Closed
OWP
3354
ORG Wealth Partners
Texas
-$79.5K -2,004 Closed
CPA
3355
Clear Point Advisors
New York
-$49K -1,235 Closed
MFA
3356
McClarren Financial Advisors
Pennsylvania
-$41 -1,045 Closed
MWA
3357
MFA Wealth Advisors
Pennsylvania
-$40K -1,008 Closed
NFA
3358
Northwest Financial Advisors
Virginia
-$27.5K -693 Closed
DWS
3359
Dynamic Wealth Strategies
California
-$24K -600 Closed
LAM
3360
Lummis Asset Management
Texas
-$21.1K -532 Closed
MIM
3361
Macroview Investment Management
Maryland
-$18.5K -467 Closed
SHIM
3362
Stone House Investment Management
Pennsylvania
-$11.1K -280 Closed
PWM
3363
Partnership Wealth Management
Maryland
-$9.31K -235 Closed
JFG
3364
JDM Financial Group
Texas
-$2.02K -51 Closed
FCM
3365
Fourpath Capital Management
Oklahoma
-$1.47K -37 Closed
MFG
3366
Mendota Financial Group
Wisconsin
-$516 -13 Closed
HFS
3367
Horizon Financial Services
North Carolina
-$425 -11 Closed
APW
3368
Atlantic Private Wealth
North Carolina
-$397 -10 Closed

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.