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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
GF
1226
Gries Financial
Ohio
$2.33M +$31.3K +711 +1%
ECM
1227
EagleClaw Capital Management
Massachusetts
$2.32M +$30.8K +700 +1%
LWM
1228
LJI Wealth Management
Indiana
$2.32M -$107K -2,435 -4%
CLA
1229
Carnegie Lake Advisors
New Jersey
$2.32M -$22K -500 -0.9%
CCA
1230
Cobblestone Capital Advisors
New York
$2.32M -$388K -8,818 -14%
TA
1231
TKG Advisors
Indiana
$2.31M +$928K +21,085 +74%
NAM
1232
NTV Asset Management
West Virginia
$2.31M -$22.7K -516 -1%
BCWM
1233
Bartlett & Co Wealth Management
Ohio
$2.31M -$406K -9,235 -15%
APG
1234
Abacus Planning Group
South Carolina
$2.31M -$47.9K -1,088 -2%
Bank Julius Baer & Co
1235
Bank Julius Baer & Co
Switzerland
$2.3M +$188K +4,266 +10%
AAS
1236
Ameritas Advisory Services
Nebraska
$2.29M -$79.3K -1,802 -3%
WBC
1237
West Branch Capital
Massachusetts
$2.29M +$344K +7,822 +18%
UWPG
1238
Ullmann Wealth Partners Group
Florida
$2.29M
LA
1239
LM Advisors
California
$2.28M +$87.2K +1,981 +4%
HH
1240
Hilltop Holdings
Texas
$2.28M +$89.8K +2,042 +4%
RSS
1241
Rosenblum Silverman Sutton
California
$2.27M -$33K -750 -1%
MIM
1242
MTM Investment Management
South Carolina
$2.26M
GITFIT
1243
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.25M -$22K -500 -1%
CA
1244
Cumberland Advisors
Florida
$2.25M
IP
1245
Intellectus Partners
California
$2.24M -$16.5K -374 -0.7%
ADIM
1246
Alpha DNA Investment Management
Maryland
$2.24M -$2.79M -63,364 -55%
SBH
1247
Segall Bryant & Hamill
Illinois
$2.24M -$1.1K -25 -0%
SRC
1248
Shufro Rose & Co
New York
$2.24M -$41.6K -945 -2%
AA
1249
Aire Advisors
California
$2.23M +$283K +6,425 +14%
HCCM
1250
Hudson Canyon Capital Management
New York
$2.23M

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.