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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
WWM
1026
Western Wealth Management
Colorado
$3.64M +$38.9K +884 +1%
BMC
1027
Beaton Management Company
Massachusetts
$3.63M -$10.3K -233 -0.3%
AIM
1028
AMI Investment Management
Indiana
$3.63M -$205K -4,666 -5%
CANC
1029
Culbertson A N & Co
Virginia
$3.61M -$22K -500 -0.6%
CGIM
1030
Capital Group Investment Management
Singapore
$3.61M
RC
1031
Roundview Capital
New Jersey
$3.61M +$56.5K +1,284 +2%
WAAG
1032
Wealth Alliance Advisory Group
Kansas
$3.6M -$704 -16 -0%
WJWM
1033
Williams Jones Wealth Management
New York
$3.6M -$471K -10,703 -12%
AW
1034
Alteri Wealth
California
$3.58M +$3.59M +81,507 New
GIA
1035
Gladstone Institutional Advisory
Florida
$3.58M -$17.2K -391 -0.5%
AIM
1036
Anchor Investment Management
South Carolina
$3.57M -$221K -5,023 -6%
Fayez Sarofim & Co
1037
Fayez Sarofim & Co
Texas
$3.57M -$299K -6,795 -8%
GBT
1038
Grove Bank & Trust
Florida
$3.56M +$14K +318 +0.4%
PNC
1039
Park National Corp
Ohio
$3.52M -$426K -9,680 -11%
SF
1040
Summit Financial
New Jersey
$3.52M +$1.64M +37,263 +87%
CWM
1041
Cordatus Wealth Management
Pennsylvania
$3.51M +$3.52M +79,957 New
TAM
1042
Trust Asset Management
Texas
$3.51M
IFWM
1043
Institute for Wealth Management
Colorado
$3.5M -$28.7K -653 -0.8%
DWM
1044
Diversify Wealth Management
Utah
$3.49M +$990K +22,511 +41%
PCA
1045
Peddock Capital Advisors
Massachusetts
$3.48M +$2.46K +56 +0.1%
LWMM
1046
Legacy Wealth Management (Mississippi)
Mississippi
$3.48M -$136K -3,100 -4%
CTC (Chicago Trading Company)
1047
CTC (Chicago Trading Company)
Illinois
$3.47M +$3.48M +79,045 New
QIM
1048
Quantitative Investment Management
Virginia
$3.47M +$3.47M +78,916 New
RIA
1049
Regal Investment Advisors
Michigan
$3.46M +$1.53M +34,698 +79%
EFM
1050
E Fund Management
China
$3.46M +$1.33M +30,190 +62%

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.