We are live on ! Find out more
BAC icon

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
BDA
676
Borer Denton & Associates
Pennsylvania
$8.68M -$43.2K -981 -0.5%
BMM
677
Buffington Mohr McNeal
Idaho
$8.68M +$98.1K +2,229 +1%
FA
678
Financial Avengers
California
$8.68M -$1M -22,835 -10%
HR
679
Howe & Rusling
New York
$8.65M -$358K -8,133 -4%
SDIC
680
South Dakota Investment Council
South Dakota
$8.64M -$1.18M -26,800 -12%
VFA
681
Valeo Financial Advisors
Indiana
$8.63M +$123K +2,798 +1%
FAM
682
Fred Alger Management
New York
$8.61M +$243K +5,526 +3%
SC
683
Sierra Capital
Florida
$8.6M -$18.5K -421 -0.2%
BPC
684
Bearing Point Capital
Minnesota
$8.58M +$8.59M +195,332 New
CM
685
Castleark Management
Illinois
$8.5M +$8.5M +193,290 New
PCIA
686
Prime Capital Investment Advisors
Kansas
$8.47M -$224K -5,089 -3%
PBC
687
Pavion Blue Capital
California
$8.42M -$34.3K -779 -0.4%
UOTTAIMCU
688
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.39M -$1.06M -24,148 -11%
PJWM
689
Philip James Wealth Mangement
Georgia
$8.38M -$2.33M -53,006 -22%
FTWA
690
Fifth Third Wealth Advisors
Ohio
$8.37M +$476K +10,826 +6%
GIP
691
Greatmark Investment Partners
Georgia
$8.34M -$256K -5,825 -3%
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.31M -$23.8K -541 -0.3%
DR
693
Davis Rea
Ontario, Canada
$8.31M -$1.38M -31,426 -14%
HJGA
694
Hardman Johnston Global Advisors
Connecticut
$8.26M +$8.27M +187,990 New
BCCM
695
Bridge Creek Capital Management
Massachusetts
$8.25M -$201K -4,566 -2%
AIM
696
Adapt Investment Managers
Switzerland
$8.23M +$8.17M +185,618 New
HCM
697
Hilton Capital Management
New York
$8.22M +$3.81M +86,617 +86%
HAI
698
Hennessy Advisors Inc
California
$8.17M -$326K -7,400 -4%
FA
699
Fagan Associates
New York
$8.17M +$17.6K +400 +0.2%
IIM
700
Intact Investment Management
Quebec, Canada
$8.16M -$524K -11,900 -6%

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.