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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
NSEDCP
1001
NJ State Employees Deferred Compensation Plan
New Jersey
$3.81M
WIS
1002
Wright Investors Service
Connecticut
$3.8M +$24.8K +564 +0.7%
CAM
1003
Cidel Asset Management
Ontario, Canada
$3.79M -$191K -4,348 -5%
NG
1004
Norden Group
Utah
$3.78M -$161K -3,654 -4%
MWM
1005
Modera Wealth Management
New Jersey
$3.77M +$160K +3,637 +4%
HCM
1006
Hodges Capital Management
Texas
$3.77M -$670K -15,239 -15%
AWM
1007
Avior Wealth Management
Nebraska
$3.77M -$2M -45,463 -35%
Kayne Anderson Rudnick Investment Management
1008
Kayne Anderson Rudnick Investment Management
California
$3.77M +$380K +8,627 +11%
RCM
1009
RNC Capital Management
California
$3.77M -$298K -6,776 -7%
DCM
1010
Delta Capital Management
New Jersey
$3.76M +$18.5K +420 +0.5%
GL
1011
Graypoint LLC
New York
$3.75M -$31.6K -719 -0.8%
QCG
1012
Quadrant Capital Group
Ohio
$3.75M +$26K +591 +0.7%
DJYG
1013
David J. Yvars Group
Florida
$3.73M +$7.08K +161 +0.2%
BFA
1014
Beaumont Financial Advisors
Massachusetts
$3.73M -$4.14K -94 -0.1%
KWA
1015
Kingswood Wealth Advisors
California
$3.73M -$1.11M -25,244 -23%
MVA
1016
Mount Vernon Associates
Maryland
$3.71M +$4.4K +100 +0.1%
MIC
1017
Meridian Investment Counsel
California
$3.69M -$316K -7,192 -8%
BIA
1018
Beacon Investment Advisors
Maryland
$3.68M +$4.18K +95 +0.1%
SIG
1019
Sargent Investment Group
Maryland
$3.68M +$969K +22,027 +37%
JIC
1020
Joel Isaacson & Co
New York
$3.68M -$485K -11,013 -12%
GS
1021
GTS Securities
New York
$3.67M -$9.05M -205,796 -71%
KFC
1022
Klingenstein Fields & Co
New York
$3.66M -$4.4K -100 -0.1%
PMG
1023
ProVise Management Group
Florida
$3.66M -$266K -6,044 -7%
DAS
1024
Diversify Advisory Services
Utah
$3.65M -$782K -17,777 -18%
CA
1025
Commerzbank Aktiengesellschaft
Germany
$3.64M +$598K +13,601 +20%

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.