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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
UFF
1651
USA Financial Formulas
Michigan
$1.16M -$648K -14,732 -36%
TAM
1652
Titleist Asset Management
Texas
$1.16M +$18.8K +427 +2%
SIA
1653
Strategic Investment Advisors
Michigan
$1.16M -$6.34K -144 -0.5%
PP
1654
PDS Planning
Ohio
$1.15M +$71.3K +1,620 +7%
CC
1655
Centiva Capital
New York
$1.15M -$1.1M -25,019 -49%
FTUS
1656
Flow Traders U.S.
New York
$1.15M +$1.15M +26,209 New
BMWS
1657
Brady Martz Wealth Solutions
North Dakota
$1.15M +$1.1M +25,113 New
WA
1658
WealthTrust Axiom
Pennsylvania
$1.15M -$25.7K -584 -2%
SCA
1659
Sippican Capital Advisors
Massachusetts
$1.14M -$4.4K -100 -0.4%
SI
1660
Severin Investments
Missouri
$1.14M +$1.15M +26,048 New
MCM
1661
Manchester Capital Management
Vermont
$1.14M -$418K -9,490 -27%
LKIM
1662
Lawson Kroeker Investment Management
Nebraska
$1.14M
LP
1663
LMR Partners
United Kingdom
$1.14M +$609K +13,853 +115%
RRCM
1664
Rappaport Reiches Capital Management
Illinois
$1.14M -$6.42K -146 -0.6%
MHS
1665
M Holdings Securities
Oregon
$1.14M -$22.6K -514 -2%
RK
1666
Rather & Kittrell
Tennessee
$1.14M -$19.9K -453 -2%
MSWM
1667
McGlone Suttner Wealth Management
Wisconsin
$1.13M +$56.8K +1,291 +5%
MA
1668
MJP Associates
Connecticut
$1.13M +$22.8K +518 +2%
RBFC
1669
Roman Butler Fullerton & Co
Missouri
$1.13M -$129K -2,938 -11%
FCAS
1670
First Command Advisory Services
Texas
$1.13M +$90.4K +2,054 +9%
SJL
1671
Shayne & Jacobs LLC
Tennessee
$1.13M
DCM
1672
Driehaus Capital Management
Illinois
$1.13M +$204K +4,630 +22%
WA
1673
Wealth Alliance
New York
$1.13M +$289K +6,560 +34%
AWS
1674
Arkfeld Wealth Strategies
Nebraska
$1.12M -$1.94K -44 -0.2%
AIC
1675
Ayalon Insurance Company
Israel
$1.12M

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.