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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
OAM
351
Oppenheimer Asset Management
New York
$32.9M -$554K -12,597 -2%
BPWM
352
Badgley Phelps Wealth Managers
Washington
$32.7M +$632K +14,372 +2%
HIMC
353
Heritage Investors Management Corp
Maryland
$32.5M -$260K -5,912 -0.8%
MIFH
354
Migdal Insurance & Financial Holdings
Israel
$32.1M
Walleye Trading
355
Walleye Trading
New York
$31.6M +$11M +249,294 +53%
CA
356
CapWealth Advisors
Tennessee
$31.1M +$89.4K +2,031 +0.3%
MML Investors Services
357
MML Investors Services
Massachusetts
$31M +$1.85M +42,015 +6%
EPIM
358
Evelyn Partners Investment Management
$30.7M +$30.8M +698,979 New
PCH
359
Polar Capital Holdings
United Kingdom
$30.6M +$30.6M +696,463 New
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$30.5M -$397K -9,014 -1%
VPIM
361
Vanguard Personalized Indexing Management
California
$30.1M +$1.82M +41,410 +6%
BSA
362
Braun Stacey Associates
New York
$29.9M -$164K -3,725 -0.5%
PI
363
PGGM Investments
Netherlands
$29.7M +$1.39M +31,534 +5%
BCP
364
Blue Chip Partners
Michigan
$29.7M -$356K -8,093 -1%
NLGIA
365
Nippon Life Global Investors Americas
New York
$29.5M -$808K -18,370 -3%
FMI
366
Factory Mutual Insurance
Massachusetts
$29.1M -$5.68M -129,000 -16%
RMA
367
Roffman Miller Associates
Pennsylvania
$28.9M +$5.24K +119 +0%
PE
368
Point72 Europe
United Kingdom
$28.7M +$21.1M +479,200 +276%
Squarepoint
369
Squarepoint
New York
$28.6M -$13.7M -311,002 -32%
ACA
370
Aptus Capital Advisors
Alabama
$28.6M +$7.8M +177,293 +38%
GIM
371
Generate Investment Management
New Zealand
$28.5M +$19.6M +445,304 +219%
GI
372
Gradient Investments
Minnesota
$28.4M -$41.3K -938 -0.1%
SFA
373
Sequoia Financial Advisors
Ohio
$28.3M +$1.38M +31,357 +5%
SI
374
Stephens Inc
Arkansas
$28.2M -$1.36M -30,947 -5%
MTIM
375
Marathon Trading Investment Management
Pennsylvania
$28.1M -$27M -612,700 -49%

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.