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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
JWWM
1476
Johnson & White Wealth Management
Pennsylvania
$1.54M -$5.46K -124 -0.4%
FOFP
1477
Fee-Only Financial Planning
South Carolina
$1.53M -$8.8K -200 -0.6%
FNFDCM
1478
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.53M -$146K -3,325 -9%
PC
1479
Prairiewood Capital
North Dakota
$1.53M -$291K -6,617 -16%
WMA
1480
Wealth Management Associates
New Jersey
$1.53M -$43.4K -986 -3%
SFA
1481
Souders Financial Advisors
Ohio
$1.52M -$225K -5,123 -13%
WG
1482
Welch Group
Alabama
$1.52M -$342K -7,781 -18%
BIP
1483
Blueprint Investment Partners
North Carolina
$1.52M +$433K +9,835 +40%
CUAMC
1484
China Universal Asset Management Company
China
$1.52M +$409K +9,286 +37%
CWM
1485
Connecticut Wealth Management
Connecticut
$1.52M -$140K -3,189 -8%
MCM
1486
Mill Capital Management
North Carolina
$1.51M -$31.9K -724 -2%
AIM
1487
Aspen Investment Management
Michigan
$1.51M
CNAM
1488
Campbell Newman Asset Management
Wisconsin
$1.51M
PWP
1489
Precedent Wealth Partners
Texas
$1.51M +$17.6K +400 +1%
SAM
1490
SignalPoint Asset Management
Missouri
$1.51M -$19.2K -437 -1%
HTC
1491
Haverford Trust Company
Pennsylvania
$1.5M -$9.63K -219 -0.6%
AB
1492
ANB Bank
Colorado
$1.5M +$1.5M +34,162 New
RP
1493
Raelipskie Partnership
Ontario, Canada
$1.5M +$44 +1 +0%
PCS
1494
Personal CFO Solutions
New Jersey
$1.5M +$56.1K +1,275 +4%
SCM
1495
Sirios Capital Management
Massachusetts
$1.5M -$49.2K -1,118 -3%
SAW
1496
Signal Advisors Wealth
Michigan
$1.49M -$12.1K -274 -0.8%
FHA
1497
Flagship Harbor Advisors
Massachusetts
$1.49M -$159K -3,610 -10%
ACG
1498
Allen Capital Group
Nebraska
$1.49M +$75.5K +1,715 +5%
KCM
1499
Kathmere Capital Management
Pennsylvania
$1.49M +$131K +2,978 +10%
KF
1500
Krilogy Financial
Missouri
$1.48M -$90.9K -2,066 -6%

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.