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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
CWM
501
Calamos Wealth Management
Illinois
$15.5M +$4.61M +104,890 +42%
CIM
502
Caldwell Investment Management
Ontario, Canada
$15.3M
VIM
503
Vinva Investment Management
Australia
$15.3M +$2.33M +53,033 +18%
KA
504
KLCM Advisors
Wisconsin
$15.2M -$1.19M -27,107 -7%
GAM
505
Griffin Asset Management
New York
$15.1M +$773K +17,579 +5%
CIS
506
Connors Investor Services
Pennsylvania
$15M +$46.6K +1,059 +0.3%
MGP
507
M&G plc
United Kingdom
$15M -$10.8M -245,448 -42%
JEST
508
JTC Employer Solutions Trustee
Jersey
$15M -$220K -4,995 -1%
MGP
509
Metis Global Partners
California
$15M +$142K +3,222 +1%
HCM
510
Huber Capital Management
California
$14.7M +$880K +20,000 +6%
AAM
511
Auxier Asset Management
Oregon
$14.5M -$226K -5,139 -2%
ECM
512
Evergreen Capital Management
Washington
$14.3M +$416K +9,453 +3%
A
513
Allianz
Germany
$14.3M +$128K +2,900 +0.9%
AWS
514
Atria Wealth Solutions
New York
$14.1M -$127K -2,884 -0.9%
NMERB
515
New Mexico Educational Retirement Board
New Mexico
$14.1M -$475K -10,800 -3%
EOJOAM
516
E. Ohman J:or Asset Management
Sweden
$14M +$1.42M +32,300 +11%
BG
517
BDF Gestion
France
$14M -$1.82M -41,267 -11%
FCM
518
Fogel Capital Management
Florida
$14M +$193K +4,393 +1%
MAM
519
Madison Asset Management
Wisconsin
$14M -$701K -15,943 -5%
MIA
520
Madison Investment Advisors
Wisconsin
$14M +$14M +317,607 New
TYCC
521
Texas Yale Capital Corp
Florida
$14M +$13.1M +298,541 +1,568%
ACL
522
Azora Capital LP
Florida
$13.9M +$13.9M +315,833 New
DIA
523
Dana Investment Advisors
Wisconsin
$13.8M -$275K -6,243 -2%
ECM
524
Estabrook Capital Management
New York
$13.6M -$64.5K -1,467 -0.5%
BF
525
BOK Financial
Oklahoma
$13.5M -$56.9K -1,294 -0.4%

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.