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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
CCAM
2101
Cascades Capital Asset Management
North Carolina
$617K +$65.3K +1,484 +12%
OWA
2102
Outlook Wealth Advisors
Texas
$617K +$14.5K +330 +2%
AWA
2103
AGH Wealth Advisors
Kansas
$617K +$617K +14,031 New
CWA
2104
Canvas Wealth Advisors
Kansas
$616K -$5.15K -117 -0.8%
SLG
2105
Stanley-Laman Group
Pennsylvania
$615K
SCP
2106
Sivia Capital Partners
California
$615K -$4.58K -104 -0.7%
BPW
2107
Bingham Private Wealth
California
$613K +$614K +13,953 New
BF
2108
Brucke Financial
Indiana
$613K +$583K +13,242 New
AIM
2109
Advyzon Investment Management
Illinois
$613K +$614K +13,950 New
TFA
2110
Transamerica Financial Advisors
Florida
$613K -$16K -364 -3%
EAM
2111
Everstar Asset Management
North Carolina
$612K +$199K +4,531 +48%
RWP
2112
Revolve Wealth Partners
New Jersey
$611K -$90.3K -2,052 -13%
WBWA
2113
William B. Walkup & Associates
South Carolina
$608K -$6.6K -150 -1%
MAG
2114
M3 Advisory Group
Massachusetts
$607K +$2.51K +57 +0.4%
AIM
2115
Acropolis Investment Management
Missouri
$606K -$48.6K -1,105 -7%
CA
2116
Crumly & Associates
Illinois
$605K -$54.8K -1,246 -8%
GKWIM
2117
Gerber Kawasaki Wealth & Investment Management
California
$603K +$4.27K +97 +0.7%
CPA
2118
Capital Performance Advisors
California
$602K +$98.8K +2,246 +20%
BFG
2119
Berger Financial Group
Minnesota
$599K +$3.61K +82 +0.6%
TWP
2120
Tyche Wealth Partners
Texas
$597K -$27.9K -633 -4%
NMG
2121
New Millennium Group
Utah
$597K -$17.5K -397 -3%
CIA
2122
Cladis Investment Advisory
Montana
$597K -$2.16K -49 -0.4%
NCTC
2123
New Covenant Trust Company
Indiana
$596K -$10.1K -229 -2%
VW
2124
Vance Wealth
California
$596K -$63.3K -1,438 -10%
ALAM
2125
Asahi Life Asset Management
Japan
$596K -$429K -9,750 -42%

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.