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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
SFI
701
Siemens Fonds Invest
Germany
$8.14M -$1.49M -33,808 -15%
FC
702
Fusion Capital
South Carolina
$8.13M +$172K +3,918 +2%
SC
703
Searle & Co
Connecticut
$8.13M
OCAM
704
Onex Canada Asset Management
Ontario, Canada
$8.12M -$880K -20,010 -10%
FNT
705
First National Trust
Pennsylvania
$8.05M -$87K -1,978 -1%
LFM
706
LGT Fund Management
Liechtenstein
$8.05M +$681K +15,479 +9%
SAM
707
Socorro Asset Management
Texas
$8M
TI
708
tru Independence
Oregon
$8M -$646K -14,681 -7%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$7.98M -$463K -10,528 -5%
TSW
710
Thompson Siegel & Walmsley
Virginia
$7.95M -$4.3M -97,813 -35%
FFM
711
Fisher Funds Management
New Zealand
$7.94M +$7.96M +180,815 New
RWM
712
Ritholtz Wealth Management
New York
$7.93M +$280K +6,357 +4%
BRWA
713
B. Riley Wealth Advisors
Florida
$7.93M -$931K -21,150 -10%
VFM
714
Viking Fund Management
North Dakota
$7.91M
SMA
715
Sage Mountain Advisors
Georgia
$7.91M -$3.76M -85,382 -32%
SLI
716
Sumitomo Life Insurance
Japan
$7.88M +$711K +16,159 +10%
RDWM
717
Red Door Wealth Management
Tennessee
$7.83M +$475K +10,800 +6%
ECM
718
Everence Capital Management
Indiana
$7.82M -$1.17M -26,490 -13%
NIP
719
Nicholas Investment Partners
California
$7.79M
SC
720
Stolper & Co
Oklahoma
$7.78M +$20.1K +458 +0.3%
BG
721
Bollard Group
Massachusetts
$7.75M -$1.88M -42,679 -19%
IB
722
Intrust Bank
Kansas
$7.61M +$139K +3,170 +2%
BWP
723
Baldwin Wealth Partners
Massachusetts
$7.59M -$17.8K -405 -0.2%
BIG
724
Boothe Investment Group
Delaware
$7.57M +$29.2K +663 +0.4%
PIM
725
Plato Investment Management
Australia
$7.57M +$101K +2,306 +1%

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.