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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
CCG
1576
Catalina Capital Group
California
$1.31M +$70.2K +1,596 +6%
SS
1577
Sunbelt Securities
Texas
$1.3M -$70.1K -1,594 -5%
MAM
1578
McLean Asset Management
Virginia
$1.3M +$39.7K +903 +3%
KFGK
1579
Keystone Financial Group (Kentucky)
Kentucky
$1.3M -$32.3K -735 -2%
FIM
1580
Freedom Investment Management
Connecticut
$1.29M -$63.9K -1,453 -5%
OIM
1581
Oder Investment Management
California
$1.29M +$1.5K +34 +0.1%
NFG
1582
Nations Financial Group
Iowa
$1.29M -$132K -3,011 -9%
BHPW
1583
Beverly Hills Private Wealth
California
$1.29M -$316K -7,177 -20%
NLP
1584
Next Level Private
New York
$1.29M +$1.58K +36 +0.1%
HI
1585
Harbour Investments
Wisconsin
$1.28M +$76.7K +1,743 +6%
LHC
1586
Little House Capital
Massachusetts
$1.28M +$1.28M +29,204 New
TA
1587
Tectonic Advisors
Texas
$1.27M +$183K +4,163 +17%
CCA
1588
Childress Capital Advisors
Texas
$1.27M +$79.3K +1,803 +7%
WA
1589
Wealth Architects
California
$1.27M -$38.2K -869 -3%
CWP
1590
Cyndeo Wealth Partners
Florida
$1.27M -$6.2K -141 -0.5%
PCMK
1591
Paragon Capital Management (Kansas)
Kansas
$1.27M -$34.7K -789 -3%
MG
1592
Marex Group
$1.27M +$965K +21,935 +319%
OFS
1593
OneAscent Financial Services
Alabama
$1.27M +$146K +3,325 +13%
HGA
1594
Hobbs Group Advisors
South Carolina
$1.27M -$145K -3,307 -10%
MWA
1595
Midland Wealth Advisors
Illinois
$1.26M -$132K -3,004 -9%
AA
1596
Apriem Advisors
California
$1.26M -$274K -6,230 -18%
APM
1597
Advanced Portfolio Management
New York
$1.26M +$861K +19,560 +256%
AA
1598
Advisory Alpha
Michigan
$1.25M +$30.7K +698 +3%
BFA
1599
Buttonwood Financial Advisors
Maryland
$1.25M -$133K -3,033 -10%
NFTC
1600
North Forty Two & Co
Oregon
$1.25M +$1.25M +28,483 New

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.