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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
SA
876
Shilanski & Associates
Alaska
$4.93M -$35K -795 -0.7%
CAM
877
Carret Asset Management
New York
$4.93M -$199K -4,527 -4%
KAM
878
Knightsbridge Asset Management
California
$4.9M -$132K -2,990 -3%
WIC
879
Woodmont Investment Counsel
Tennessee
$4.89M +$75.8K +1,724 +2%
WPW
880
Waldron Private Wealth
Pennsylvania
$4.88M +$2.4M +54,587 +97%
CCM
881
Coldstream Capital Management
Washington
$4.87M -$105K -2,382 -2%
MSA
882
MUFG Securities Americas
New York
$4.86M +$4.87M +110,591 New
PS
883
Principal Securities
Iowa
$4.86M +$599K +13,614 +14%
JWCA
884
J.W. Cole Advisors
Florida
$4.85M +$125K +2,834 +3%
MOS
885
MGO One Seven
Ohio
$4.85M +$182K +4,148 +4%
PA
886
Parallel Advisors
California
$4.85M +$81.4K +1,850 +2%
AAM
887
Advisors Asset Management
Colorado
$4.84M -$935K -21,260 -16%
AWA
888
Arkadios Wealth Advisors
Georgia
$4.81M -$136K -3,080 -3%
VC
889
Vestor Capital
Illinois
$4.8M -$52.8K -1,201 -1%
CW
890
CreativeOne Wealth
Kansas
$4.8M +$240K +5,462 +5%
CAL
891
Capital Analysts LLC
Pennsylvania
$4.79M +$126K +2,874 +3%
BJL
892
Brighton Jones LLC
Washington
$4.78M +$1.11M +25,143 +30%
DAS
893
DMKC Advisory Services
Iowa
$4.78M +$4.78M +108,660 New
WWA
894
WCG Wealth Advisors
Nevada
$4.77M +$200K +4,544 +4%
AF
895
Alerus Financial
North Dakota
$4.76M +$4.25M +96,571 +823%
First Manhattan
896
First Manhattan
New York
$4.76M +$49.1K +1,116 +1%
NW
897
NewEdge Wealth
Pennsylvania
$4.76M +$513K +11,655 +12%
FMI
898
F/M Investments
District of Columbia
$4.75M +$1.49M +33,787 +45%
AIMA
899
Ables Iannone Moore & Associates
Georgia
$4.74M -$50.3K -1,144 -1%
LIM
900
Letson Investment Management
Georgia
$4.73M -$178K -4,045 -4%

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.