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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
PFW
1976
Petros Family Wealth
Minnesota
$736K +$737K +16,749 New
MW
1977
MBL Wealth
North Carolina
$735K +$4.44K +101 +0.6%
HNWAG
1978
High Net Worth Advisory Group
Florida
$735K
CB
1979
Community Bank
New York
$734K -$8.8K -200 -1%
CA
1980
Continuum Advisory
Idaho
$734K +$10.4K +237 +1%
CBT
1981
Crews Bank & Trust
Florida
$734K +$735K +16,706 New
SPC
1982
Spirepoint Private Client
Florida
$733K
WF
1983
WoodTrust Financial
Wisconsin
$733K +$6.16K +140 +0.8%
AMBIA
1984
Allen Mooney & Barnes Investment Advisors
Georgia
$732K -$8.14K -185 -1%
SIM
1985
SSI Investment Management
California
$730K -$396 -9 -0.1%
SN
1986
Sittner & Nelson
Oregon
$729K +$176 +4 +0%
FCFC
1987
First Citizens Financial Corp
Iowa
$727K +$40.7K +925 +6%
SCA
1988
STALEY CAPITAL ADVISERS
Pennsylvania
$725K
DAM
1989
Delta Asset Management
Tennessee
$724K -$4.53K -103 -0.6%
FC
1990
FCA Corp
Texas
$718K
HAM
1991
Harmony Asset Management
Arizona
$718K -$1.3M -29,435 -64%
SMWM
1992
Silvia McColl Wealth Management
California
$717K -$44 -1 -0%
GIA
1993
Guyasuta Investment Advisors
Pennsylvania
$716K +$41.4K +940 +6%
FWM
1994
Forza Wealth Management
Florida
$715K
MCI
1995
MRP Capital Investments
Georgia
$714K -$11K -250 -2%
MSAM
1996
Moloney Securities Asset Management
Missouri
$714K -$50.6K -1,149 -7%
JSL
1997
JT Stratford LLC
Georgia
$710K -$58.1K -1,321 -8%
UWS
1998
Unique Wealth Strategies
Illinois
$710K -$17.1K -388 -2%
KIM
1999
Kestra Investment Management
Texas
$708K -$476K -10,830 -40%
EBT
2000
Enterprise Bank & Trust
Massachusetts
$708K +$23.5K +534 +3%

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.