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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
BSI
1926
Bennett Selby Investments
Maine
$775K -$220 -5 -0%
MWP
1927
Meriwether Wealth & Planning
Louisiana
$772K +$773K +17,573 New
WC
1928
Whitney & Co
New York
$771K -$11.5K -262 -1%
DDC
1929
DF Dent & Co
Maryland
$771K -$13K -295 -2%
PCM
1930
Penserra Capital Management
California
$769K +$444K +10,100 +136%
GPA
1931
Garrison Point Advisors
California
$768K +$88 +2 +0%
DMBA
1932
Deseret Mutual Benefit Administrators
Utah
$768K -$80.7K -1,834 -10%
OPA
1933
Old Port Advisors
Maine
$768K -$1.76K -40 -0.2%
WCA
1934
Westover Capital Advisors
Delaware
$768K +$51.1K +1,161 +7%
CIR
1935
Clear Investment Research
Georgia
$766K -$7.43K -169 -1%
PCM
1936
Pointe Capital Management
Michigan
$765K +$8.14K +185 +1%
BWM
1937
Blossom Wealth Management
California
$765K +$13.4K +305 +2%
WCM
1938
Whitener Capital Management
North Carolina
$765K -$8.8K -200 -1%
WSCM
1939
Wellington Shields Capital Management
New York
$764K -$614K -13,946 -45%
HI
1940
Humankind Investments
New York
$764K -$99K -2,250 -11%
BB
1941
Bell Bank
North Dakota
$763K -$1.58K -36 -0.2%
ECP
1942
Epacria Capital Partners
Colorado
$762K -$807K -18,340 -51%
OAM
1943
Oxford Asset Management
United Kingdom
$762K +$124K +2,829 +20%
CAMV
1944
Concord Asset Management (Virginia)
Virginia
$761K +$64.1K +1,458 +9%
GFP
1945
Gryphon Financial Partners
Ohio
$761K +$48.3K +1,097 +7%
CJL
1946
Cyrus J. Lawrence
New York
$761K +$1.58K +36 +0.2%
1WA
1947
180 Wealth Advisors
Washington
$760K -$39.9K -906 -5%
GAM
1948
Grandview Asset Management
Pennsylvania
$759K -$15.7K -357 -2%
BOS
1949
Bank of Stockton
California
$757K -$171K -3,896 -18%
CPBTD
1950
Central Pacific Bank - Trust Division
Hawaii
$756K -$398K -9,050 -34%

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.