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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
PW
2076
Paladin Wealth
Minnesota
$634K +$26K +591 +4%
BFC
2077
Bedel Financial Consulting
Indiana
$634K +$26.4K +600 +5%
MCA
2078
Magnolia Capital Advisors
Mississippi
$634K +$634K +14,416 New
HB
2079
HTLF Bank
Colorado
$633K -$28.6K -651 -4%
TIA
2080
Tiemann Investment Advisors
California
$633K -$3.3K -75 -0.5%
MCA
2081
MSH Capital Advisors
Arizona
$631K -$14.7K -333 -2%
DWM
2082
Defined Wealth Management
Oregon
$631K +$5.68K +129 +0.9%
CCA
2083
Coign Capital Advisors
Utah
$631K +$632K +14,356 New
FWCM
2084
Ferguson Wellman Capital Management
Oregon
$631K +$47.1K +1,071 +8%
SWM
2085
Selective Wealth Management
Virginia
$630K -$60.1K -1,365 -9%
PBF
2086
Petix & Botte Financial
California
$630K
AWAP
2087
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$629K -$5.41K -123 -0.9%
WDG
2088
Wealth Dimensions Group
Ohio
$626K +$351K +7,989 +128%
SWRP
2089
Summit Wealth & Retirement Planning
California
$625K +$41.6K +945 +7%
AIC
2090
Archer Investment Corporation
Indiana
$624K +$264 +6 +0%
TCOT
2091
Trust Company of Toledo
Ohio
$622K +$38.4K +872 +7%
PFA
2092
Pathway Financial Advisers
Indiana
$622K -$24.5M -557,018 -98%
NFA
2093
Northern Financial Advisors
Michigan
$621K -$69.1K -1,570 -10%
ML
2094
McAdam LLC
Pennsylvania
$620K +$100K +2,276 +19%
TCWA
2095
Turtle Creek Wealth Advisors
Texas
$620K +$53.5K +1,216 +9%
HCM
2096
Hall Capital Management
Rhode Island
$620K +$620K +14,096 New
AF
2097
Apexium Financial
Texas
$619K +$1.58K +36 +0.3%
BSTWA
2098
Blake Schutter Theil Wealth Advisors
Ohio
$619K -$795K -18,071 -56%
SSWM
2099
Sheets Smith Wealth Management
North Carolina
$618K +$5.46K +124 +0.9%
MSR
2100
Main Street Research
Connecticut
$618K -$5.72K -130 -0.9%

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.