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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
SFP
1401
Shepherd Financial Partners
Massachusetts
$1.72M +$329K +7,487 +24%
AAF
1402
Andra AP-fonden
Sweden
$1.71M -$198K -4,500 -10%
TPI
1403
Trust Point Inc
Wisconsin
$1.71M +$42.4K +964 +3%
KJWM
1404
Kiley Juergens Wealth Management
Washington
$1.71M -$55.3K -1,258 -3%
NC
1405
NBW Capital
Massachusetts
$1.71M -$35.6K -810 -2%
BBI
1406
Baxter Bros Inc
Connecticut
$1.7M -$254K -5,783 -13%
WC
1407
Waterloo Capital
Texas
$1.7M +$136K +3,093 +9%
AEPWM
1408
Atlantic Edge Private Wealth Management
Florida
$1.7M -$15.4K -349 -0.9%
SIAG
1409
Safeguard Investment Advisory Group
California
$1.7M -$18.2K -414 -1%
BLC
1410
Brown, Lisle/Cummings
Rhode Island
$1.7M +$79.4K +1,804 +5%
AB
1411
Atlas Brown
Kentucky
$1.7M +$69.7K +1,584 +4%
BFO
1412
Biltmore Family Office
North Carolina
$1.7M -$10.6K -242 -0.6%
QWP
1413
Quotient Wealth Partners
Texas
$1.7M +$67.7K +1,538 +4%
PH
1414
Pinnacle Holdings
Oklahoma
$1.69M -$9.77K -222 -0.6%
ST
1415
Smithfield Trust
Pennsylvania
$1.69M
IAS
1416
IMA Advisory Services
Colorado
$1.69M +$44 +1 +0%
MW
1417
Marcum Wealth
Ohio
$1.68M +$58.6K +1,333 +4%
VWM
1418
VCI Wealth Management
Missouri
$1.67M +$304K +6,918 +22%
JE
1419
JMAC Enterprises
Pennsylvania
$1.67M +$56K +1,273 +3%
BCG
1420
Breakwater Capital Group
New Jersey
$1.67M -$19.4K -442 -1%
WCM
1421
Weaver Capital Management
Georgia
$1.67M -$89.5K -2,035 -5%
AS
1422
Altshuler Shaham
Israel
$1.67M
WOC
1423
West Oak Capital
California
$1.66M
SC
1424
Schulhoff & Co
Ohio
$1.66M -$40.3K -917 -2%
SFG
1425
Sovereign Financial Group
Connecticut
$1.66M -$42.6K -969 -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.