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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 %
RFC
476
Regions Financial Corp
Alabama
$16.6M -$270K -6,141 -2%
AIM
477
ARGA Investment Management
Connecticut
$16.5M +$6.24M +142,087 +61%
XWM
478
Xcel Wealth Management
Florida
$16.5M -$434K -9,875 -3%
LOPW
479
Live Oak Private Wealth
North Carolina
$16.4M -$404K -9,193 -2%
NIM
480
NEOS Investment Management
Connecticut
$16.3M +$3.93M +89,507 +32%
FGP
481
Freestone Grove Partners
California
$16.3M +$16.3M +371,562 New
NAAA
482
New Age Alpha Advisors
New York
$16.3M +$16.3M +371,316 New
IMCOOI
483
Investment Management Corp of Ontario (IMCO)
Canada
$16.3M +$6.04M +137,425 +59%
PFS
484
Prospera Financial Services
Texas
$16.2M +$2.2M +50,110 +16%
ABC
485
Associated Banc-Corp
Wisconsin
$16.1M -$589K -13,406 -4%
KPWS
486
Kestra Private Wealth Services
Texas
$16.1M -$3.19M -72,654 -17%
SCM
487
Stanley Capital Management
Texas
$16.1M – – –
GAM
488
Groupama Asset Management
France
$16.1M -$27.6M -628,819 -63%
IWC
489
Integrated Wealth Concepts
Massachusetts
$15.9M +$1.41M +32,168 +10%
RGC
490
Redwood Grove Capital
California
$15.8M -$2.97M -67,600 -16%
UAS
491
United Asset Strategies
New York
$15.8M -$48.3K -1,098 -0.3%
LSERS
492
Louisiana State Employees Retirement System
Louisiana
$15.8M -$923K -21,000 -6%
MSRPS
493
Maryland State Retirement & Pension System
Maryland
$15.8M -$1.42M -32,233 -8%
SAM
494
Securian Asset Management
Minnesota
$15.8M -$642K -14,603 -4%
GF
495
Gabelli Funds
New York
$15.7M -$438K -9,968 -3%
CWM
496
Calamos Wealth Management
Illinois
$15.5M +$4.61M +104,890 +42%
CIM
497
Caldwell Investment Management
Ontario, Canada
$15.3M – – –
VIM
498
Vinva Investment Management
Australia
$15.3M +$2.33M +53,033 +18%
KA
499
KLCM Advisors
Wisconsin
$15.2M -$1.19M -27,107 -7%
GAM
500
Griffin Asset Management
New York
$15.1M +$773K +17,579 +5%
18 19
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