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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
HFM
1276
Hartford Financial Management
Connecticut
$2.11M -$123K -2,802 -6%
AF
1277
Advisornet Financial
Minnesota
$2.1M -$396K -8,996 -16%
BWM
1278
Buckley Wealth Management
Nevada
$2.1M +$880 +20 +0%
PA
1279
Probity Advisors
Texas
$2.1M +$8.84K +201 +0.4%
WHC
1280
Wulff, Hansen & Co
California
$2.09M -$35.2K -800 -2%
CA
1281
Claro Advisors
Massachusetts
$2.09M -$560K -12,722 -21%
MIP
1282
Marietta Investment Partners
Wisconsin
$2.09M +$365K +8,307 +21%
EA
1283
Ellsworth Advisors
Ohio
$2.09M +$165K +3,745 +9%
PWMG
1284
Prestige Wealth Management Group
New Jersey
$2.09M +$22.9K +521 +1%
EM
1285
Excalibur Management
Massachusetts
$2.09M -$45.4K -1,031 -2%
BFA
1286
Bragg Financial Advisors
North Carolina
$2.09M +$115K +2,609 +6%
CPIG
1287
Chicago Partners Investment Group
Illinois
$2.09M +$260K +5,903 +15%
ACI
1288
Alpha Cubed Investments
California
$2.08M -$136K -3,094 -6%
FPGT
1289
Financial Partners Group (Tennessee)
Tennessee
$2.08M -$101K -2,306 -5%
CAS
1290
Coppell Advisory Solutions
Texas
$2.08M -$35.6K -810 -2%
AWA
1291
Aaron Wealth Advisors
Illinois
$2.07M +$122K +2,769 +6%
AHC
1292
Adell Harriman & Carpenter
Texas
$2.07M +$95.7K +2,176 +5%
HCM
1293
Howard Capital Management
Georgia
$2.07M +$106K +2,406 +5%
MYLI
1294
Meiji Yasuda Life Insurance
Japan
$2.07M -$254K -5,769 -11%
GWCM
1295
Godshalk Welsh Capital Management
Pennsylvania
$2.06M -$11K -250 -0.5%
CCG
1296
Ceeto Capital Group
Florida
$2.06M
PB
1297
Pinnacle Bancorp
Nebraska
$2.06M -$368K -8,365 -15%
RFA
1298
Register Financial Advisors
Georgia
$2.06M -$36.6K -833 -2%
HC
1299
Hourglass Capital
Texas
$2.06M +$10.1K +230 +0.5%
LCM
1300
Legato Capital Management
California
$2.05M

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.