We are live on ! Find out more
BAC icon

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
CRIG
1076
Charter Research & Investment Group
Connecticut
$3.23M -$8.8K -200 -0.3%
ACM
1077
Advisors Capital Management
New Jersey
$3.23M -$136K -3,099 -4%
HSA
1078
HBK Sorce Advisory
Pennsylvania
$3.2M +$107K +2,442 +3%
TSWM
1079
Triangle Securities Wealth Management
North Carolina
$3.19M -$140K -3,180 -4%
BCM
1080
Brookmont Capital Management
Texas
$3.19M -$116K -2,633 -4%
TBA
1081
Tower Bridge Advisors
Pennsylvania
$3.18M +$4.22K +96 +0.1%
HIC
1082
Holderness Investments Company
North Carolina
$3.18M -$5.28K -120 -0.2%
MWM
1083
Massachusetts Wealth Management
Massachusetts
$3.17M +$106K +2,400 +3%
NL
1084
NWAM LLC
Washington
$3.16M -$24.5K -557 -0.8%
TW
1085
TritonPoint Wealth
Maryland
$3.15M -$35.4K -805 -1%
CCIA
1086
Campbell & Co Investment Adviser
Maryland
$3.14M +$3.14M +71,336 New
SVWAG
1087
Sound View Wealth Advisors Group
Georgia
$3.13M +$41.6K +945 +1%
GM
1088
GeoWealth Management
Illinois
$3.13M +$306K +6,966 +11%
JIP
1089
Jaffetilchin Investment Partners
Florida
$3.13M +$39K +886 +1%
FFA
1090
Farther Finance Advisors
California
$3.12M -$5.76M -130,854 -65%
VDBMI
1091
Van Den Berg Management I
Texas
$3.12M -$117K -2,664 -4%
SCA
1092
Stonebridge Capital Advisors
Minnesota
$3.11M -$28.1K -638 -0.9%
SWM
1093
Spire Wealth Management
Virginia
$3.1M +$70.1K +1,593 +2%
VT
1094
Vise Technologies
New York
$3.09M +$784K +17,823 +34%
ISWM
1095
Independent Solutions Wealth Management
New York
$3.09M +$92.6K +2,105 +3%
SWP
1096
Sagespring Wealth Partners
Tennessee
$3.09M +$3.09M +70,248 New
CCB
1097
Country Club Bank
Missouri
$3.08M +$109K +2,471 +4%
SAG
1098
SageView Advisory Group
California
$3.08M +$1.01M +22,986 +49%
SHFA
1099
SS&H Financial Advisors
Michigan
$3.06M -$11K -250 -0.4%
IIC
1100
Integrated Investment Consultants
Michigan
$3.05M +$1.5M +34,065 +96%

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.