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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
FIA
1251
Foundations Investment Advisors
Arizona
$2.23M +$70.4K +1,599 +3%
RA
1252
Ransom Advisory
Rhode Island
$2.23M
AAP
1253
Arax Advisory Partners
Colorado
$2.23M +$1.55M +35,186 +228%
ACM
1254
Aljian Capital Management
Nevada
$2.22M -$24.5K -556 -1%
EWA
1255
EverSource Wealth Advisors
Alabama
$2.22M +$10.9K +247 +0.5%
SIA
1256
SeaBridge Investment Advisors
New Jersey
$2.22M +$60.9K +1,385 +3%
OCPWS
1257
One Charles Private Wealth Services
Massachusetts
$2.22M +$9.24K +210 +0.4%
MS
1258
Maven Securities
Jersey
$2.21M +$2.21M +50,220 New
FHA
1259
First Horizon Advisors
Tennessee
$2.21M -$9.9K -225 -0.4%
TCBWMS
1260
Texas Capital Bank Wealth Management Services
Texas
$2.21M +$687K +15,623 +45%
CGH
1261
CMG Global Holdings
Texas
$2.2M -$41.6K -945 -2%
CAM
1262
Chou Associates Management
Ontario, Canada
$2.2M
SC
1263
Savoie Capital
Illinois
$2.2M
WP
1264
Waycross Partners
Kentucky
$2.2M
CSIC
1265
Clifford Swan Investment Counsel
California
$2.19M -$49.8K -1,132 -2%
CP
1266
Cornerstone Planning
North Carolina
$2.19M +$2.19M +49,810 New
RFN
1267
RDA Financial Network
Iowa
$2.18M +$228K +5,191 +12%
MP
1268
McDonald Partners
Ohio
$2.18M -$94.2K -2,142 -4%
FDS
1269
First Dallas Securities
Texas
$2.18M -$16.9K -385 -0.8%
HKAM
1270
Horizon Kinetics Asset Management
New York
$2.16M
AA
1271
Argent Advisors
Louisiana
$2.15M -$13.9K -316 -0.6%
AA
1272
Altman Advisors
Illinois
$2.15M +$3.17K +72 +0.1%
NFG
1273
Norris Financial Group
South Carolina
$2.15M -$18.7K -424 -0.9%
PWG
1274
Portside Wealth Group
Utah
$2.13M +$113K +2,566 +6%
NL
1275
NVWM LLC
Pennsylvania
$2.12M -$60K -1,363 -3%

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.