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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
SAM
1501
Summit Asset Management
Tennessee
$1.48M +$44K +1,000 +3%
PWPS
1502
Pinnacle Wealth Planning Services
Ohio
$1.48M -$177K -4,028 -11%
MPW
1503
Monterey Private Wealth
California
$1.48M +$56.8K +1,291 +4%
GHAM
1504
Gilman Hill Asset Management
Connecticut
$1.47M +$1.02M +23,237 +226%
PPW
1505
Pasadena Private Wealth
California
$1.47M -$88K -2,000 -6%
GI
1506
GS Investments
Minnesota
$1.47M -$118K -2,675 -7%
IIM
1507
InTrack Investment Management
Vermont
$1.47M -$148K -3,370 -10%
CP
1508
Canopy Partners
Ohio
$1.46M +$82.1K +1,865 +6%
BIG
1509
Brooklyn Investment Group
New York
$1.46M +$112K +2,550 +8%
CI
1510
CX Institutional
Indiana
$1.46M -$4.18K -95 -0.3%
HFM
1511
Harvest Fund Management
China
$1.45M +$797K +18,104 +122%
VIM
1512
VELA Investment Management
Ohio
$1.45M
PG
1513
Proffitt & Goodson
Tennessee
$1.45M +$1.54K +35 +0.1%
HC
1514
Hara Capital
Washington
$1.45M +$697K +15,851 +93%
WAG
1515
Winthrop Advisory Group
Massachusetts
$1.44M +$70.9K +1,612 +5%
NAS
1516
Nicolet Advisory Services
Wisconsin
$1.44M +$52.9K +1,202 +4%
QC
1517
Quent Capital
New York
$1.44M -$6.03K -137 -0.4%
AIIMS
1518
Analyst IMS Investment Management Services
Israel
$1.44M +$183K +4,158 +15%
FMLI
1519
Fukoku Mutual Life Insurance
Japan
$1.44M -$497K -11,290 -26%
MIP
1520
Mondrian Investment Partners
United Kingdom
$1.43M +$1.36M +30,907 New
FNBTCON
1521
First National Bank & Trust Co of Newtown
Pennsylvania
$1.43M -$156K -3,541 -10%
UAML
1522
US Asset Management LLC
Pennsylvania
$1.43M -$52.6K -1,195 -4%
FNBSF
1523
First National Bank Sioux Falls
South Dakota
$1.43M -$4.4K -100 -0.3%
WA
1524
WBH Advisory
Maryland
$1.42M -$4.93K -112 -0.3%
CWP
1525
Curated Wealth Partners
California
$1.42M +$10.9K +248 +0.8%

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.