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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
RWM
1751
Riverbend Wealth Management
South Carolina
$991K +$990K +22,512 New
IA
1752
Insight Advisors
Pennsylvania
$990K -$5.63K -128 -0.6%
GSWM
1753
Golden State Wealth Management
California
$989K +$990K +22,511 New
AWM
1754
AllSquare Wealth Management
New York
$987K +$52.8K +1,200 +6%
WP
1755
Westmount Partners
California
$986K +$92.1K +2,094 +10%
BW
1756
BIP Wealth
Georgia
$984K +$156K +3,536 +19%
BWA
1757
Beam Wealth Advisors
Louisiana
$983K +$81.7K +1,856 +9%
EWM
1758
Edge Wealth Management
New York
$981K +$88 +2 +0%
ATS
1759
Ashton Thomas Securities
New York
$977K +$643K +14,623 +192%
RBWA
1760
RFG - Bristol Wealth Advisors
Massachusetts
$975K +$976K +22,180 New
JAFL
1761
Jay A. Fishman Ltd
Michigan
$973K
CAM
1762
Columbia Asset Management
Michigan
$971K -$17.4K -396 -2%
SAM
1763
Sawgrass Asset Management
Florida
$970K -$114K -2,593 -11%
AA
1764
Alta Advisers
United Kingdom
$969K +$170K +3,856 +21%
FWM
1765
Finer Wealth Management
Massachusetts
$967K -$105K -2,380 -10%
CL
1766
CSS LLC
Illinois
$967K
EFL
1767
ERn Financial LLC
Wisconsin
$966K +$31.2K +709 +3%
VAS
1768
Vestmark Advisory Solutions
Massachusetts
$965K +$699K +15,889 +262%
PCG
1769
PFC Capital Group
California
$965K -$17.6K -400 -2%
CS
1770
Capital Square
Tennessee
$963K -$50.7K -1,153 -5%
ZF
1771
Zhang Financial
Michigan
$963K +$580K +13,185 +151%
CIA
1772
Citadel Investment Advisory
Ohio
$962K -$1.1K -25 -0.1%
EFSCE
1773
Enterprise Financial Services Corp (EFSC)
Missouri
$962K +$280K +6,357 +41%
TC
1774
TwinBeech Capital
New York
$956K -$2.73M -61,939 -74%
CM
1775
Cercano Management
Washington
$956K

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.