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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
LPT
851
Legacy Private Trust
Wisconsin
$5.29M -$165K -3,758 -3%
HCM
852
Hudson Capital Management
New Jersey
$5.29M -$357K -8,112 -6%
SCA
853
Snowden Capital Advisors
New York
$5.28M -$27.5K -625 -0.5%
CNBT
854
Canandaigua National Bank & Trust
New York
$5.27M +$376K +8,543 +8%
DA
855
DCF Advisers
Connecticut
$5.25M
SSWM
856
Smith Salley Wealth Management
North Carolina
$5.23M -$49.5K -1,126 -0.9%
ACM
857
Altrius Capital Management
North Carolina
$5.22M -$132K -3,010 -2%
CCM
858
Consolidated Capital Management
California
$5.21M -$49.3K -1,120 -0.9%
BHWM
859
Bar Harbor Wealth Management
New Hampshire
$5.2M +$190K +4,311 +4%
SS
860
SBI Securities
Japan
$5.18M +$5.19M +117,855 New
CFLC
861
California First Leasing Corp
California
$5.16M
MWM
862
Mission Wealth Management
California
$5.16M +$146K +3,329 +3%
BCFD
863
Boit C.F. David
$5.15M
MAS
864
Meeder Advisory Services
Ohio
$5.15M +$39K +886 +0.8%
APP
865
Avantax Planning Partners
Iowa
$5.11M +$2.11K +48 +0%
AP
866
Americana Partners
Texas
$5.1M -$221K -5,032 -4%
PMSA
867
Patrick M. Sweeney & Associates
Illinois
$5.07M -$506K -11,501 -9%
PIM
868
Penobscot Investment Management
Massachusetts
$5.04M -$31.3K -712 -0.6%
PWP
869
Principle Wealth Partners
Connecticut
$5.04M -$15K -340 -0.3%
RT
870
Rockland Trust
Massachusetts
$5.04M -$221K -5,015 -4%
TCM
871
Twin Capital Management
Pennsylvania
$5.02M +$54.2K +1,231 +1%
KWM
872
Kingsview Wealth Management
Oregon
$5.01M +$75.6K +1,719 +2%
EH
873
Equitable Holdings
New York
$4.95M -$186K -4,226 -4%
P
874
Pitcairn
Pennsylvania
$4.95M -$3.7K -84 -0.1%
CTA
875
Chesley Taft & Associates
Illinois
$4.95M -$26.4K -600 -0.5%

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.