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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
EFS
826
Essex Financial Services
Connecticut
$5.76M +$384K +8,739 +7%
AIP
827
Ameritas Investment Partners
Nebraska
$5.75M -$173K -3,925 -3%
RIL
828
Rothschild Investment LLC
Illinois
$5.75M +$11K +249 +0.2%
APSI
829
Asset Planning Services Inc
Louisiana
$5.68M -$5.94K -135 -0.1%
MLIC
830
Mandatum Life Insurance Company
Finland
$5.67M +$35.2K +800 +0.6%
CA
831
Clearstead Advisors
Ohio
$5.63M +$179K +4,068 +3%
CBB
832
Citizens Business Bank
California
$5.63M +$626K +14,218 +18%
BCM
833
Bretton Capital Management
California
$5.54M
GCA
834
Greenwood Capital Associates
South Carolina
$5.53M +$114K +2,581 +2%
HI
835
Horizon Investments
North Carolina
$5.52M +$127K +2,895 +2%
CFSG
836
Community Financial Services Group
Vermont
$5.48M +$311K +7,065 +6%
SFM
837
Signet Financial Management
New Jersey
$5.46M -$28.6K -651 -0.5%
CAMG
838
CWA Asset Management Group
Florida
$5.42M +$432K +9,811 +9%
IA
839
IFP Advisors
Florida
$5.42M +$3.06M +69,516 +129%
CIP
840
Capital Insight Partners
Arizona
$5.41M +$6.47K +147 +0.1%
CSP
841
Cary Street Partners
Virginia
$5.4M +$5.41M +122,937 New
IWM
842
IHT Wealth Management
Illinois
$5.39M -$538K -12,218 -9%
FPAS
843
Focus Partners Advisor Solutions
Missouri
$5.37M +$1.3M +29,444 +32%
MC
844
Moors & Cabot
Massachusetts
$5.37M -$49.1K -1,116 -0.9%
AF
845
Arrow Financial
New York
$5.36M +$60.2K +1,369 +1%
GRP
846
Global Retirement Partners
California
$5.35M +$1.26M +28,632 +31%
SW
847
SVB Wealth
Massachusetts
$5.35M +$5.35M +121,650 New
MHP
848
Manatuck Hill Partners
Connecticut
$5.33M -$635K -14,439 -11%
BFIC
849
Bedell Frazier Investment Counselling
California
$5.33M +$37.8K +859 +0.7%
PAM
850
Paradigm Asset Management
New York
$5.29M +$774K +17,600 +17%

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.