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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
RL
176
Ruffer LLP
United Kingdom
$120M +$4.33M +98,420 +4%
Cerity Partners
177
Cerity Partners
New York
$119M -$7.41M -168,313 -6%
Calamos Advisors
178
Calamos Advisors
Illinois
$119M -$9.02M -204,999 -7%
Allianz Asset Management
179
Allianz Asset Management
Germany
$119M -$61.6M -1,399,148 -34%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$118M +$11.9M +271,571 +11%
Creative Planning
181
Creative Planning
Kansas
$118M +$762K +17,317 +0.6%
KK
182
KLP Kapitalforvaltning
Norway
$116M +$116M +2,628,741 New
BCIM
183
British Columbia Investment Management
British Columbia, Canada
$116M +$15.7M +356,658 +16%
Nomura Asset Management
184
Nomura Asset Management
Japan
$115M +$4.83M +109,828 +4%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$115M +$10.9M +248,538 +11%
State of New Jersey Common Pension Fund D
186
State of New Jersey Common Pension Fund D
New Jersey
$114M -$647K -14,710 -0.6%
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$114M -$7.76M -176,284 -6%
CL
188
Choreo LLC
Illinois
$113M -$7.43M -168,926 -6%
Jane Street
189
Jane Street
New York
$111M +$34.2M +777,615 +45%
Artisan Partners
190
Artisan Partners
Wisconsin
$109M +$4.59M +104,353 +4%
RCMU
191
Rokos Capital Management (UK)
United Kingdom
$107M +$15.7M +357,440 +17%
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
$107M -$4.72M -107,189 -4%
Corient Private Wealth
193
Corient Private Wealth
Florida
$104M +$1.19M +26,955 +1%
Rafferty Asset Management
194
Rafferty Asset Management
New York
$104M +$2.92M +66,439 +3%
DLA
195
Douglas Lane & Associates
New York
$97.1M -$6.05M -137,543 -6%
SCM
196
Shapiro Capital Management
Georgia
$97M -$5.23M -118,798 -5%
Westfield Capital Management
197
Westfield Capital Management
Massachusetts
$96.4M +$16.3M +370,358 +20%
Man Group
198
Man Group
United Kingdom
$96.2M -$45.8M -1,040,526 -32%
ZIM
199
Zacks Investment Management
Illinois
$96.1M -$2.85M -64,741 -3%
Empower Advisory Group
200
Empower Advisory Group
Colorado
$95.5M -$62.3M -1,416,633 -39%

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.