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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
GJWM
1126
Gilliland Jeter Wealth Management
Arkansas
$2.89M -$2.46K -56 -0.1%
AIM
1127
Avity Investment Management
Connecticut
$2.88M -$528K -12,000 -15%
MM
1128
Morangie Management
Florida
$2.88M +$2.88M +65,487 New
SC
1129
Skylands Capital
Wisconsin
$2.88M -$488K -11,100 -15%
UBP
1130
Union Bancaire Privee
Switzerland
$2.87M +$2.92M +66,334 New
MIA
1131
MainStreet Investment Advisors
Illinois
$2.86M -$84.8K -1,928 -3%
FRA
1132
Frank Rimerman Advisors
California
$2.86M +$108K +2,465 +4%
CFGS
1133
Concourse Financial Group Securities
Alabama
$2.86M +$384K +8,738 +16%
SYBT
1134
Stock Yards Bank & Trust
Kentucky
$2.83M -$179K -4,064 -6%
CSA
1135
Cornerstone Select Advisors
Missouri
$2.82M +$2.82M +64,159 New
OL
1136
one8zero8 LLC
North Carolina
$2.81M +$2.81M +63,940 New
AIA
1137
Affinity Investment Advisors
California
$2.81M -$800K -18,176 -22%
IMC Chicago
1138
IMC Chicago
Illinois
$2.81M +$1.29M +29,414 +85%
MAA
1139
Matrix Asset Advisors
New York
$2.8M +$2.53M +57,500 +913%
CIA
1140
Choate Investment Advisors
Massachusetts
$2.8M +$342K +7,779 +14%
CGL
1141
Clarius Group LLC
Washington
$2.79M +$73.1K +1,662 +3%
TNB
1142
Thomasville National Bank
Georgia
$2.79M +$198K +4,489 +8%
CA
1143
Cullinan Associates
Kentucky
$2.79M -$172K -3,900 -6%
CWM
1144
Cornerstone Wealth Management
Missouri
$2.77M +$16.1K +365 +0.6%
BCM
1145
Birmingham Capital Management
Alabama
$2.76M -$917K -20,850 -25%
CWAG
1146
Compton Wealth Advisory Group
Virginia
$2.74M -$90.8K -2,063 -3%
MWM
1147
Modern Wealth Management
Kansas
$2.74M +$1.07M +24,269 +64%
MIS
1148
Morningstar Investment Services
Illinois
$2.74M -$24.3M -552,295 -90%
FLI
1149
Family Legacy Inc
South Carolina
$2.74M +$17.6K +401 +0.7%
JF
1150
Jump Financial
Illinois
$2.72M -$25.3M -576,012 -90%

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.