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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
DIP
1051
Davis Investment Partners
North Carolina
$3.44M +$792 +18 +0%
PPW
1052
Parcion Private Wealth
Washington
$3.44M -$17.6K -400 -0.5%
NW
1053
Naviter Wealth
Arkansas
$3.42M +$446K +10,126 +15%
UB
1054
Umpqua Bank
Oregon
$3.39M +$84.3K +1,917 +3%
OAM
1055
Ostrum Asset Management
France
$3.38M +$1.99M +45,243 +142%
PTC
1056
Private Trust Company
Ohio
$3.38M -$216K -4,906 -6%
HCA
1057
Harbour Capital Advisors
Virginia
$3.38M +$31.5K +715 +1%
PWCM
1058
Processus Wealth & Capital Management
Tennessee
$3.37M +$11.4K +258 +0.3%
WG
1059
Winton Group
United Kingdom
$3.37M -$2.62M -59,441 -44%
1C
1060
111 Capital
France
$3.36M +$3.36M +76,412 New
LAM
1061
Lakewood Asset Management
Illinois
$3.35M +$12.3K +280 +0.4%
ICP
1062
Ironvine Capital Partners
Nebraska
$3.35M
SCP
1063
Shorepoint Capital Partners
Massachusetts
$3.33M +$43.1K +979 +1%
PIC
1064
PCJ Investment Counsel
Ontario, Canada
$3.3M +$3.3M +75,000 New
CC
1065
Carlson Capital
Texas
$3.29M +$3.3M +74,900 New
SBIA
1066
Sheaff Brock Investment Advisors
Indiana
$3.29M -$153K -3,483 -4%
PCG
1067
Prosperity Consulting Group
Maryland
$3.28M +$104K +2,368 +3%
MSFS
1068
Main Street Financial Solutions
Pennsylvania
$3.27M +$1.96M +44,631 +150%
GIM
1069
Guardian Investment Management
California
$3.26M -$70.4K -1,600 -2%
BB
1070
Berkshire Bank
Massachusetts
$3.26M +$49.2K +1,119 +2%
CCA
1071
Checchi Capital Advisers
California
$3.26M +$17.3K +394 +0.5%
AWA
1072
Arete Wealth Advisors
Illinois
$3.25M +$1.02M +23,261 +46%
SACTSONJ
1073
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.25M
CIA
1074
Cohen Investment Advisors
New Hampshire
$3.25M -$368K -8,361 -10%
PHK
1075
Point72 Hong Kong
Hong Kong
$3.24M -$840K -19,088 -21%

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.