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Bank of America
BAC

Overview Fund Activity

3,229 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, 1,286 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,229
Holders Change
+272
Holders Change %
+9.2%
% of All Funds
43%
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
1,286
Closed
99
Calls
$4.8B
Puts
$8.11B
Net Calls
-$3.31B
Net Calls Change
-$1.78B

Top Buyers

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

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$29.9B
2
Dodge & Cox
Dodge & Cox
California
$1.37B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$436M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$220M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
426
Ossiam
France
$20.7M -$24M -547,045 -54%
GCM
427
GoodHaven Capital Management
New Jersey
$20.7M – – –
AI
428
Atria Investments
North Carolina
$20.5M +$513K +11,663 +3%
KRS
429
Kentucky Retirement Systems
Kentucky
$20.4M -$281K -6,390 -1%
LS
430
Livforsakringsbolaget Skandia
Sweden
$20.2M -$61.5K -1,400 -0.3%
ABTD
431
Arvest Bank Trust Division
Oklahoma
$20.1M -$463K -10,529 -2%
TRCT
432
Tower Research Capital (TRC)
New York
$20.1M +$10.7M +244,184 +115%
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$19.9M -$444K -9,599 -2%
PF
434
Phoenix Financial
Israel
$19.9M +$1.88M +42,734 +10%
SG Americas Securities
435
SG Americas Securities
New York
$19.9M -$78M -1,775,707 -80%
KAS
436
Kestra Advisory Services
Texas
$19.9M -$7.71M -175,446 -28%
EWA
437
EP Wealth Advisors
California
$19.7M -$249K -5,671 -1%
SCM
438
Shelton Capital Management
Colorado
$19.6M +$7.26M +165,296 +59%
DADC
439
D.A. Davidson & Co
Montana
$19.6M +$554K +12,599 +3%
IC
440
IEQ Capital
California
$19.4M +$2.08M +47,237 +12%
GT
441
Glenview Trust
Kentucky
$19.3M -$344K -7,824 -2%
JMFC
442
J.M. Forbes & Co
Massachusetts
$19.2M +$73.5K +1,672 +0.4%
OAC
443
OMERS Administration Corp
Ontario, Canada
$19.1M -$1.74M -39,700 -8%
AAS
444
Avantax Advisory Services
Texas
$19.1M -$177K -4,023 -0.9%
DIA
445
Davidson Investment Advisors
Montana
$19M -$101K -2,301 -0.5%
TC
446
TownSquare Capital
Utah
$18.9M +$671K +15,270 +4%
TBC
447
Tweedy, Browne Co
Connecticut
$18.9M -$3.37M -76,608 -15%
GIM
448
Grassi Investment Management
California
$18.8M -$190K -4,320 -1%
FLPIM
449
F.L. Putnam Investment Management
Massachusetts
$18.7M +$456K +10,366 +2%
AIM
450
Achmea Investment Management
Netherlands
$18.4M -$902K -20,516 -5%
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