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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
EPIMS
1301
Evelyn Partners Investment Management Services
$2.05M +$2.05M +46,685 New
PVM
1302
Palogic Value Management
Texas
$2.05M -$89.8K -2,041 -4%
JSSH
1303
J. Safra Sarasin Holding
$2.04M
BHBT
1304
Burke & Herbert Bank & Trust
Virginia
$2.03M -$7.57K -172 -0.4%
JWM
1305
Jupiter Wealth Management
Colorado
$2.03M +$110K +2,500 +6%
MA
1306
MCF Advisors
Kentucky
$2.03M -$102K -2,312 -5%
AF
1307
Ally Financial
Michigan
$2.02M +$2.02M +46,000 New
SAM
1308
Shell Asset Management
Netherlands
$2.02M -$173K -3,929 -8%
ACA
1309
American Capital Advisory
Idaho
$2.01M -$31.7K -720 -2%
BC
1310
Burney Company
Virginia
$2M -$22.6K -513 -1%
AC
1311
Avestar Capital
New York
$2M +$155K +3,528 +8%
IAMOG
1312
Investors Asset Management of Georgia
Georgia
$1.99M -$68K -1,546 -3%
EW
1313
Evoke Wealth
California
$1.99M +$471K +10,711 +31%
3IP
1314
3Chopt Investment Partners
Virginia
$1.99M +$219K +4,977 +12%
SA
1315
Sunesis Advisors
Kansas
$1.98M +$61.3K +1,394 +3%
HA
1316
Herold Advisors
New York
$1.97M +$33K +751 +2%
OC
1317
Oarsman Capital
Wisconsin
$1.97M +$16.1K +367 +0.8%
BT
1318
Banque Transatlantique
France
$1.97M +$1.98M +45,000 New
CD
1319
Chapin Davis
Maryland
$1.97M
MAM
1320
MWA Asset Management
Massachusetts
$1.96M +$26.4K +600 +1%
PPWP
1321
Premier Path Wealth Partners
New Jersey
$1.96M +$19.8K +451 +1%
CP
1322
CenterBook Partners
Connecticut
$1.96M -$87.8K -1,995 -4%
CAG
1323
Csenge Advisory Group
Florida
$1.96M -$164K -3,723 -8%
CFG
1324
Cooper Financial Group
California
$1.95M +$237K +5,388 +14%
BA
1325
Bridgewater Advisors
New York
$1.95M -$704 -16 -0%

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.