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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
CP
1901
Clarendon Private
Massachusetts
$798K +$799K +18,156 New
PWM
1902
Prentice Wealth Management
New York
$798K +$38.1K +865 +5%
UAG
1903
United Advisor Group
Ohio
$796K -$68.7K -1,561 -8%
SIA
1904
SkyView Investment Advisors
New Jersey
$795K +$109K +2,483 +16%
CS
1905
Cannell & Spears
New York
$794K -$437K -9,934 -35%
SCM
1906
Spring Capital Management
Texas
$791K +$55.5K +1,262 +8%
WAOTB
1907
Wealth Advisors of Tampa Bay
Florida
$791K -$10.8K -245 -1%
TB
1908
Terril Brothers
Missouri
$790K
OWM
1909
OneAscent Wealth Management
Alabama
$788K -$67.1K -1,524 -8%
AFG
1910
Allegheny Financial Group
Pennsylvania
$788K -$98.2K -2,231 -11%
SSG
1911
Summit Securities Group
New York
$787K +$783K +17,800 +17,800%
MPWS
1912
McCarter Private Wealth Services
Massachusetts
$785K +$55K +1,250 +8%
MWA
1913
Muirfield Wealth Advisors
North Carolina
$785K +$3.17K +72 +0.4%
LWA
1914
Ledgewood Wealth Advisors
New Hampshire
$784K +$484 +11 +0.1%
NA
1915
Navellier & Associates
Nevada
$784K +$222K +5,044 +39%
LNWTC
1916
Laird Norton Wetherby Trust Company
Washington
$784K +$338K +7,692 +76%
BOJHT
1917
Bank of Jackson Hole Trust
Wyoming
$782K +$783K +17,796 New
PTP
1918
Platform Technology Partners
New York
$781K -$85.4K -1,941 -10%
CA
1919
Calton & Associates
Florida
$780K -$10.6K -241 -1%
SWP
1920
Strategic Wealth Partners
Ohio
$778K +$6.03K +137 +0.8%
FFG
1921
Fortem Financial Group
California
$777K +$39.9K +908 +5%
CAM
1922
Close Asset Management
United Kingdom
$776K
FFA
1923
Florida Financial Advisors
Florida
$776K +$89.8K +2,040 +13%
AIA
1924
AIMZ Investment Advisors
California
$775K
WA
1925
Wealthstar Advisors
Texas
$775K +$776K +17,630 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.