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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
SSA
1601
Sierra Summit Advisors
Nevada
$1.25M +$174K +3,945 +16%
VFA
1602
Voya Financial Advisors
Connecticut
$1.25M +$11.6K +263 +0.9%
GS
1603
GWN Securities
Florida
$1.24M +$1.18M +26,890 New
AAG
1604
Armstrong Advisory Group
Massachusetts
$1.24M +$25.2K +573 +2%
LSA
1605
Leonteq Securities AG
Switzerland
$1.24M -$275K -6,243 -18%
BCM
1606
Buckhead Capital Management
Georgia
$1.24M +$25.6K +583 +2%
EMCIP
1607
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.24M +$1.24M +28,175 New
PMA
1608
Prudent Man Advisors
Illinois
$1.24M -$160K -3,644 -11%
BFG
1609
Bouchey Financial Group
New York
$1.24M -$39.2K -890 -3%
CWM
1610
Chesapeake Wealth Management
Virginia
$1.24M +$2.24K +51 +0.2%
NHC
1611
Nicholas Hoffman & Company
Georgia
$1.23M -$47.8K -1,086 -4%
I
1612
InceptionR
California
$1.23M +$362K +8,223 +41%
AAM
1613
Augustine Asset Management
Florida
$1.23M -$33.4K -760 -3%
PFM
1614
Potomac Fund Management
Florida
$1.23M +$1.23M +28,019 New
RDIA
1615
RE Dickinson Investment Advisors
Iowa
$1.23M
ST
1616
Sentinel Trust
Texas
$1.23M +$233K +5,285 +23%
BPAMU
1617
BTG Pactual Asset Management US
New York
$1.22M -$57.2K -1,299 -5%
TPW
1618
Transatlantique Private Wealth
New York
$1.22M +$571K +12,982 +87%
ST
1619
Sabal Trust
Florida
$1.22M +$2.51K +57 +0.2%
OCBCO
1620
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.22M +$709K +16,106 +140%
HWA
1621
Heritage Wealth Advisors
Virginia
$1.22M -$5.81K -132 -0.5%
OFA
1622
Oak Family Advisors
Illinois
$1.22M -$28.3K -644 -2%
SFG
1623
Snider Financial Group
Washington
$1.22M +$1.22M +27,649 New
CCWM
1624
Cassaday & Co Wealth Management
Virginia
$1.21M +$28.7K +652 +2%
CPM
1625
Connective Portfolio Management
New York
$1.21M

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.