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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
WAP
1151
Wealthcare Advisory Partners
Pennsylvania
$2.7M -$14.4K -327 -0.5%
TCA
1152
Transcend Capital Advisors
New Jersey
$2.7M -$307K -6,968 -10%
BTI
1153
Blue Trust Inc
Georgia
$2.7M -$3.1M -70,443 -53%
LSAG
1154
Lake Street Advisors Group
New Hampshire
$2.7M +$72.9K +1,657 +3%
FCCM
1155
First City Capital Management
Georgia
$2.69M -$17.1K -389 -0.6%
BAAM
1156
Baker Avenue Asset Management
California
$2.69M +$4.4K +100 +0.2%
FBFS
1157
First Business Financial Services
Wisconsin
$2.68M +$75.5K +1,715 +3%
AMIM
1158
Aull & Monroe Investment Management
Alabama
$2.68M -$167K -3,805 -6%
GSC
1159
G&S Capital
Colorado
$2.66M +$1.1M +25,020 +70%
CA
1160
Carson Advisory
Georgia
$2.66M -$54.3K -1,235 -2%
SIA
1161
Schechter Investment Advisors
Michigan
$2.63M -$61.7K -1,402 -2%
LI
1162
Latash Investments
Alaska
$2.63M
CGA
1163
Channing Global Advisors
Florida
$2.63M +$793K +18,034 +43%
SC
1164
Syon Capital
California
$2.62M +$19.4K +441 +0.7%
ASBI
1165
American State Bank (Iowa)
Iowa
$2.62M -$12.1K -276 -0.5%
FFN
1166
Focus Financial Network
Minnesota
$2.61M +$108K +2,464 +4%
GHA
1167
Granite Harbor Advisors
Texas
$2.61M -$52K -1,181 -2%
WGC
1168
Watts Gwilliam & Co
Arizona
$2.6M -$268K -6,098 -10%
NRS
1169
Neville Rodie & Shaw
New York
$2.6M +$301K +6,831 +13%
HIS
1170
Horizon Investment Services
Indiana
$2.6M +$153K +3,481 +6%
WEG
1171
World Equity Group
Illinois
$2.6M +$10.6K +240 +0.4%
DWP
1172
Daymark Wealth Partners
Ohio
$2.59M +$154K +3,496 +6%
CFM
1173
Catalyst Funds Management
Australia
$2.59M +$2.6M +59,000 New
LC
1174
Lindbrook Capital
California
$2.59M +$51.3K +1,167 +2%
SWA
1175
Stratos Wealth Advisors
Ohio
$2.57M -$311K -7,067 -11%

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.