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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
LIA
551
LS Investment Advisors
Michigan
$12.4M -$42.1K -957 -0.3%
VI
552
Vestcor Inc
New Brunswick, Canada
$12.4M +$4.58M +104,122 +59%
PHM
553
Prospect Hill Management
New Jersey
$12.3M
NFC
554
Northeast Financial Consultants
Connecticut
$12.3M -$97K -2,205 -0.8%
BCM
555
Bourgeon Capital Management
Connecticut
$12.3M -$242K -5,503 -2%
GC
556
Grimes & Company
Massachusetts
$12.3M +$19.9K +452 +0.2%
AP
557
Appleton Partners
Massachusetts
$12.3M -$723K -16,432 -6%
WA
558
Waverly Advisors
Alabama
$12.2M +$2.7M +61,347 +28%
CK
559
Cohen Klingenstein
New York
$12.2M -$473K -10,749 -4%
MIA
560
MMBG Investment Advisors
Florida
$12.1M -$3.57M -81,125 -23%
CIA
561
CCM Investment Advisers
South Carolina
$12.1M -$185K -4,212 -2%
FCH
562
Freestone Capital Holdings
Washington
$12.1M -$259K -5,876 -2%
PWM
563
Perigon Wealth Management
California
$12.1M +$2.92M +66,466 +35%
SCM
564
Shorepath Capital Management
Utah
$12M -$461K -10,480 -4%
BHIA
565
Birch Hill Investment Advisors
Massachusetts
$12M -$3.47M -78,921 -22%
FCP
566
Fidelis Capital Partners
Florida
$11.9M +$9.85M +223,779 +651%
HPC
567
HM Payson & Co
Maine
$11.9M +$769K +17,478 +7%
B
568
Bailard
California
$11.9M +$133K +3,034 +1%
TI
569
Tidal Investments
Wisconsin
$11.9M -$1.08M -24,469 -8%
AL
570
Arnhold LLC
New York
$11.8M -$1.13M -25,725 -9%
BFS
571
Bradley Foster & Sargent
Connecticut
$11.8M -$63.1K -1,435 -0.5%
BCI
572
Brinker Capital Investments
Pennsylvania
$11.8M +$2.29M +52,083 +24%
OPS
573
Orion Portfolio Solutions
Nebraska
$11.8M +$2.29M +52,083 +24%
WAM
574
Wallington Asset Management
Indiana
$11.8M +$211K +4,800 +2%
CIA
575
Concurrent Investment Advisors
Florida
$11.7M -$19.9K -453 -0.2%

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.