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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
PCM
1951
Polymer Capital Management
New York
$756K +$757K +17,198 New
PWP
1952
Perfromance Wealth Partners
Illinois
$754K -$90.9K -2,066 -11%
AGP
1953
Autumn Glory Partners
Texas
$754K +$63K +1,432 +9%
HIMS
1954
Hager Investment Management Services
New Hampshire
$751K +$752K +17,091 New
CAM
1955
Cypress Asset Management
Texas
$751K -$15.8K -360 -2%
LSA
1956
Lion Street Advisors
Texas
$751K +$44.5K +1,012 +6%
IP
1957
Ignite Planners
California
$750K -$10.7K -243 -1%
AWM
1958
Accel Wealth Management
Iowa
$750K -$48.1K -1,093 -6%
BIAS
1959
Beacon Investment Advisory Services
New Jersey
$749K -$168K -3,817 -18%
PPA
1960
Pacific Point Advisors
California
$748K +$705K +16,023 New
RIM
1961
RW Investment Management
Idaho
$747K -$96.5K -2,194 -11%
CPA
1962
Capital Planning Advisors
California
$745K +$1.76K +40 +0.2%
HAC
1963
Harbor Advisory Corp
New Hampshire
$744K -$63.3K -1,438 -8%
EA
1964
Everpar Advisors
Oklahoma
$743K -$7.7K -175 -1%
Group One Trading
1965
Group One Trading
Illinois
$743K -$3.45M -78,339 -82%
ACGA
1966
Atlanta Consulting Group Advisors
Georgia
$742K -$1.33M -30,317 -64%
HWA
1967
HHM Wealth Advisors
Tennessee
$741K +$30.8K +700 +4%
NI
1968
Natural Investments
California
$741K +$743K +16,882 New
PWM
1969
PBMares Wealth Management
Virginia
$740K -$1.89K -43 -0.3%
CT
1970
Colonial Trust
South Carolina
$740K +$19.9K +452 +3%
SMC
1971
Smith, Moore & Co
Missouri
$739K +$176 +4 +0%
FWP
1972
Firethorn Wealth Partners
Georgia
$739K +$2.95K +67 +0.4%
ADMI
1973
Albert D. Mason Inc
Massachusetts
$739K -$9.9K -225 -1%
SC
1974
Saiph Capital
New Jersey
$737K +$99.6K +2,264 +2%
PVI
1975
Pine Valley Investments
New Jersey
$737K +$8.58K +195 +1%

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.