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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
FTC
2001
Farmers Trust Company
Ohio
$707K -$7.21K -164 -1%
TWA
2002
TCI Wealth Advisors
Arizona
$706K -$16.7K -380 -2%
SIM
2003
Sentry Investment Management
Wisconsin
$705K -$742K -16,863 -51%
BCA
2004
Bay Colony Advisors
Massachusetts
$704K -$30.4K -690 -4%
APW
2005
Austin Private Wealth
Texas
$703K +$217K +4,933 +45%
SFC
2006
SYM Financial Corp
Indiana
$703K +$60.7K +1,379 +9%
GC
2007
Gilbert & Cook
Iowa
$702K +$1.23K +28 +0.2%
CWM
2008
C2C Wealth Management
Arizona
$702K +$2.64K +60 +0.4%
ICP
2009
Interchange Capital Partners
Pennsylvania
$701K -$33.3K -756 -5%
LIM
2010
Leavell Investment Management
Alabama
$701K +$191K +4,342 +37%
ABLA
2011
Alan B. Lancz & Associates
Ohio
$700K -$26.4K -600 -4%
KAM
2012
Kazazian Asset Management
Florida
$698K +$699K +15,879 New
GPI
2013
General Partner Inc
Pennsylvania
$697K
AWP
2014
Ascent Wealth Partners
New York
$697K -$9.11K -207 -1%
ZIG
2015
Zullo Investment Group
Pennsylvania
$697K -$1.41K -32 -0.2%
ZIG
2016
Zuckerman Investment Group
Illinois
$696K -$17.6K -401 -3%
FAG
2017
Fortitude Advisory Group
Washington
$693K -$13.6K -310 -2%
PWAC
2018
Private Wealth Advisors (California)
California
$692K +$880 +20 +0.1%
OWA
2019
Opal Wealth Advisors
New York
$692K +$20.6K +468 +3%
HCMG
2020
Howard Capital Management Group
California
$692K -$171K -3,890 -20%
BFA
2021
Benedict Financial Advisors
Georgia
$691K +$170K +3,868 +33%
LCG
2022
Lakeshore Capital Group
Illinois
$691K +$691K +15,717 New
HIC
2023
Harvey Investment Company
Kentucky
$689K
SIG
2024
Sky Investment Group
Connecticut
$688K
FC
2025
Forte Capital
New York
$688K -$44 -1 -0%

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.