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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
SIC
1351
Sage Investment Counsel
Tennessee
$1.87M +$1.87M +42,505 New
EWA
1352
Etesian Wealth Advisors
Oregon
$1.87M -$36.8K -836 -2%
VWA
1353
Visionary Wealth Advisors
Illinois
$1.86M -$103K -2,349 -5%
SOS
1354
Silver Oak Securities
Tennessee
$1.85M +$1.38M +31,297 +286%
IAS
1355
Investment Advisory Services
Texas
$1.85M -$155K -3,521 -8%
EWA
1356
Exencial Wealth Advisors
Oklahoma
$1.85M -$45.9K -1,043 -2%
WIM
1357
Westside Investment Management
California
$1.85M -$22K -500 -1%
RAM
1358
Ramirez Asset Management
New York
$1.85M
CFG
1359
Chapman Financial Group
Hawaii
$1.84M +$1.85M +41,978 New
BFC
1360
Blue Fin Capital
Rhode Island
$1.84M -$9.94K -226 -0.5%
SCM
1361
Sterling Capital Management
North Carolina
$1.84M -$2.1M -47,644 -53%
SWM
1362
Sugarloaf Wealth Management
Georgia
$1.83M -$11.7K -267 -0.6%
RCM
1363
RB Capital Management
Nevada
$1.83M -$39.6K -899 -2%
CT
1364
Coastline Trust
Rhode Island
$1.83M -$5.28K -120 -0.3%
CI
1365
Conning Inc
Connecticut
$1.82M -$390K -8,873 -18%
GWM
1366
Geneos Wealth Management
Colorado
$1.82M -$2.64K -60 -0.1%
EPIME
1367
Evelyn Partners Investment Management (Europe)
$1.81M +$1.81M +41,214 New
APW
1368
Aventura Private Wealth
Florida
$1.81M +$1.81M +41,172 New
MCWA
1369
Meadow Creek Wealth Advisors
Georgia
$1.81M -$491K -11,149 -21%
BIM
1370
Bridges Investment Management
Nebraska
$1.8M +$11.3K +256 +0.6%
CCG
1371
Coastwise Capital Group
California
$1.8M -$8.45K -192 -0.5%
BWM
1372
BigSur Wealth Management
Florida
$1.8M
BI
1373
Ballast Inc
Kentucky
$1.79M -$146K -3,314 -8%
ADL
1374
Asset Dedication LLC
California
$1.79M -$1.24M -28,293 -41%
BB
1375
Busey Bank
Illinois
$1.79M -$137K -3,106 -7%

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.