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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
QWM
1201
Quadcap Wealth Management
Texas
$2.45M -$98.2K -2,231 -4%
PSB
1202
Piscataqua Savings Bank
New Hampshire
$2.43M -$50.6K -1,151 -2%
TSWM
1203
Tyler-Stone Wealth Management
Ohio
$2.43M -$54.4K -1,236 -2%
AGC
1204
Aspen Grove Capital
Colorado
$2.43M -$3.83K -87 -0.2%
LI
1205
Lafayette Investments
Maryland
$2.43M -$35.1K -798 -1%
TC
1206
Torno Capital
Massachusetts
$2.42M +$2.42M +55,000 New
WTB
1207
Washington Trust Bank
Washington
$2.41M +$29.8K +677 +1%
CCP
1208
Clarkston Capital Partners
Michigan
$2.4M
MFS
1209
Mattson Financial Services
Michigan
$2.4M -$524K -11,921 -16%
NDSI
1210
Newman Dignan & Sheerar Inc
Rhode Island
$2.39M -$44.9K -1,020 -2%
WI
1211
WrapManager Inc
California
$2.38M -$119K -2,711 -5%
FWP
1212
FAS Wealth Partners
Kansas
$2.38M -$769K -17,483 -24%
AG
1213
AlTi Global
New York
$2.38M +$163K +3,705 +8%
FAM
1214
Formidable Asset Management
Ohio
$2.37M -$288K -6,554 -11%
ECM
1215
Exchange Capital Management
Michigan
$2.37M -$57K -1,296 -2%
KIG
1216
Kennedy Investment Group
New Jersey
$2.37M -$46.6K -1,059 -2%
HZ
1217
Hixon Zuercher
Ohio
$2.36M +$147K +3,346 +7%
WIM
1218
Wittenberg Investment Management
Massachusetts
$2.36M -$880K -20,000 -27%
JWM
1219
Jeppson Wealth Management
California
$2.36M -$12.4K -281 -0.5%
LFG
1220
Larson Financial Group
Missouri
$2.35M +$1.89M +43,042 +415%
DL
1221
DOHJ LLC
Washington
$2.34M +$59.2K +1,345 +3%
BFG
1222
Beacon Financial Group
Texas
$2.34M -$42.5K -966 -2%
OWA
1223
Octavia Wealth Advisors
Ohio
$2.34M -$14.3K -325 -0.6%
MMPW
1224
Mitchell McLeod Pugh & Williams
Alabama
$2.34M -$66.5K -1,512 -3%
HWA
1225
HCR Wealth Advisors
California
$2.33M -$140K -3,183 -6%

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.