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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
HCM
401
Hutchinson Capital Management
California
$23.2M -$89.3K -2,029 -0.4%
CAG
402
Crestwood Advisors Group
Massachusetts
$23.2M -$660K -15,003 -3%
CIA
403
Capital Investment Advisors
Georgia
$23.2M -$149K -3,391 -0.6%
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$23.2M +$582K +13,223 +3%
BHCM
405
Brevan Howard Capital Management
Jersey
$23.1M +$11.2M +254,748 +94%
RFA
406
Rollins Financial Advisors
New York
$23.1M +$550K +12,507 +2%
BAMF
407
BI Asset Management Fondsmaeglerselskab
Denmark
$23M +$23.1M +524,027 New
TAM
408
Taurus Asset Management
New York
$22.8M -$155K -3,525 -0.7%
SF
409
Synovus Financial
Georgia
$22.5M -$55.5K -1,262 -0.2%
PAG
410
Private Advisor Group
New Jersey
$22.5M -$370K -8,401 -2%
Lido Advisors
411
Lido Advisors
California
$22.5M +$9.61M +218,438 +75%
Nomura Holdings
412
Nomura Holdings
Japan
$22.3M +$20.6M +467,178 +1,189%
AF
413
Avanza Fonder
Sweden
$22.2M +$22.3M +506,067 New
SPIA
414
Steward Partners Investment Advisory
New York
$22.2M -$1.31M -29,774 -6%
PR
415
Payden & Rygel
California
$22.1M +$7.06M +160,500 +47%
C
416
Certuity
Florida
$22M +$104K +2,362 +0.5%
CA
417
Cornerstone Advisors
North Carolina
$22M +$251K +5,700 +1%
MA
418
Montag & Associates
Georgia
$21.9M +$29K +660 +0.1%
MGIA
419
Matthew Goff Investment Advisor
Texas
$21.9M +$4.58K +104 +0%
CCM
420
Cinctive Capital Management
New York
$21.9M +$6.88M +156,333 +46%
Verition Fund Management
421
Verition Fund Management
Connecticut
$21.7M +$1.26M +28,542 +6%
BPA
422
Beacon Pointe Advisors
California
$21.5M -$1.04M -23,688 -5%
OC
423
Oppenheimer & Co
New York
$21.4M -$1.95M -44,305 -8%
GAM
424
Generali Asset Management
Italy
$21M +$21M +478,350 New
Capstone Investment Advisors
425
Capstone Investment Advisors
New York
$21M +$20.4M +464,272 +3,378%

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.