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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
SFWA
2051
Summit Financial Wealth Advisors
Louisiana
$655K -$177K -4,020 -22%
IF
2052
Integrity Financial
Wyoming
$654K +$44 +1 +0%
SMA
2053
Seven Mile Advisory
New Jersey
$651K +$92.6K +2,104 +17%
SAI
2054
Savvy Advisors Inc
New York
$650K +$103K +2,340 +19%
CRWM
2055
Castle Rock Wealth Management
California
$649K +$1.45K +33 +0.2%
CPWA
2056
Cerro Pacific Wealth Advisors
California
$649K +$33.1K +753 +5%
WCM
2057
Warburton Capital Management
Oklahoma
$648K +$649K +14,754 New
ISFAN
2058
Investor's Fiduciary Advisor Network
Washington
$647K +$649K +14,744 New
TCM
2059
Towercrest Capital Management
Pennsylvania
$647K
LF
2060
Lantz Financial
Illinois
$644K +$11.7K +266 +2%
DW30
2061
Drucker Wealth 3.0
New Jersey
$644K -$36.6K -833 -5%
RC
2062
Rahlfs Capital
Texas
$644K +$645K +14,650 New
VCM
2063
Virtue Capital Management
Tennessee
$642K -$38.8K -882 -6%
FHC
2064
First Heartland Consultants
Missouri
$641K -$13.8K -314 -2%
KFP
2065
KMG Fiduciary Partners
Ohio
$641K -$4K -91 -0.6%
G
2066
GenTrust
Florida
$640K +$63.6K +1,445 +11%
S
2067
Sunpointe
Missouri
$639K +$108K +2,453 +20%
OL
2068
Optas LLC
Texas
$639K +$35.5K +807 +6%
BWA
2069
Brave Warrior Advisors
New York
$639K -$352K -8,000 -36%
LGW
2070
Leslie Global Wealth
Illinois
$638K +$7.43K +169 +1%
ALC
2071
Alexander Labrunerie & Co
Missouri
$638K -$2.29K -52 -0.4%
BEAM
2072
Baker Ellis Asset Management
Washington
$637K +$48.4K +1,100 +8%
FMN
2073
Financial Management Network
California
$637K +$1.32K +30 +0.2%
SW
2074
SlateStone Wealth
Florida
$637K +$47.3K +1,075 +8%
RWPA
2075
Richard W. Paul & Associates
Michigan
$634K -$31.2K -710 -5%

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.