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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
UL
1701
Unionview LLC
Washington
$1.08M +$3.74K +85 +0.3%
CMTU
1702
Capital Markets Trading (UK)
United Kingdom
$1.07M +$366K +8,314 +51%
MWP
1703
Madison Wealth Partners
Wisconsin
$1.07M +$8.76K +199 +0.8%
IFPG
1704
Intrepid Financial Planning Group
Indiana
$1.07M
Financial Engines Advisors
1705
Financial Engines Advisors
California
$1.06M +$836K +19,000 +364%
OCM
1706
Orion Capital Management
California
$1.06M -$11.4K -259 -1%
CCM
1707
CAAS Capital Management
New York
$1.06M +$1.06M +24,009 New
HAM
1708
Hedges Asset Management
Nevada
$1.05M -$114K -2,600 -10%
CCP
1709
Clough Capital Partners
Massachusetts
$1.05M
CAM
1710
Covenant Asset Management
New Jersey
$1.05M -$70.4K -1,601 -6%
PIA
1711
Perennial Investment Advisors
California
$1.05M +$26.5K +602 +3%
SAM
1712
Synergy Asset Management
Washington
$1.05M -$11.1M -252,388 -91%
MAWA
1713
Moss Adams Wealth Advisors
Washington
$1.05M +$34.1K +776 +3%
DA
1714
Denali Advisors
California
$1.05M -$136K -3,100 -12%
AI
1715
Accredited Investors
Minnesota
$1.05M -$23.7K -538 -2%
SCI
1716
Stableford Capital II
Arizona
$1.04M -$21.8K -496 -2%
NA
1717
Nottingham Advisors
New York
$1.04M -$66.3K -1,506 -6%
LBC
1718
Lowe Brockenbrough & Co
Virginia
$1.04M -$92.7K -2,108 -8%
SIA
1719
Schear Investment Advisers
Ohio
$1.04M +$17.5K +397 +2%
Fuller & Thaler Asset Management
1720
Fuller & Thaler Asset Management
California
$1.04M
T
1721
Transce3nd
Texas
$1.04M +$1.04M +23,592 New
AA
1722
Auxano Advisors
Washington
$1.04M +$28.5K +647 +3%
SFFS
1723
Stonehage Fleming Financial Services
Jersey
$1.04M -$132 -3 -0%
PA
1724
PFG Advisors
Arizona
$1.03M -$36.8K -837 -3%
AWC
1725
Abundance Wealth Counselors
Pennsylvania
$1.03M +$30.1K +684 +3%

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.