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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
BWM
2126
Baron Wealth Management
Michigan
$596K +$597K +13,558 New
FMTC
2127
Farmers & Merchants Trust Company
California
$595K -$132K -3,000 -18%
HA
2128
Hanover Advisors
South Carolina
$593K -$4.71K -107 -0.8%
PWM
2129
Parkshore Wealth Management
California
$593K +$594K +13,494 New
CPRC
2130
Consolidated Portfolio Review Corp
New York
$592K +$26.7K +607 +5%
PMG
2131
Private Management Group
California
$592K -$21.6K -492 -4%
AFG
2132
ABLE Financial Group
Arizona
$592K +$98.8K +2,246 +20%
HI
2133
Hudock Inc
Pennsylvania
$591K +$1.23K +28 +0.2%
CWA
2134
Clearview Wealth Advisors
Oregon
$591K -$5.76K -131 -1%
MHIC
2135
Marble Harbor Investment Counsel
Massachusetts
$589K -$60.5K -1,375 -9%
FFG
2136
Floyd Financial Group
Missouri
$589K +$574K +13,050 New
CFG
2137
Copley Financial Group
California
$588K -$21.6K -491 -4%
KOC
2138
Koss-Olinger Consulting
Florida
$587K +$248K +5,637 +73%
FVWA
2139
Foster Victor Wealth Advisors
South Carolina
$586K +$20.7K +470 +4%
BT
2140
Brandywine Trust
Delaware
$586K
Aristotle Capital Management
2141
Aristotle Capital Management
California
$585K
SPA
2142
Sherbrooke Park Advisers
New York
$584K -$572K -13,004 -49%
PCA
2143
Prosperity Capital Advisors
Ohio
$584K +$164K +3,724 +39%
GSIAS
2144
Garden State Investment Advisory Services
New Jersey
$584K +$1.85K +42 +0.3%
PPP
2145
Private Portfolio Partners
New Jersey
$584K -$14.1K -320 -2%
BRG
2146
Bay Rivers Group
Virginia
$583K -$8.36K -190 -1%
MAG
2147
Mayfair Advisory Group
Alabama
$582K +$66K +1,500 +13%
MSA
2148
Marino Stram & Associates
Massachusetts
$580K +$9.77K +222 +2%
WIP
2149
WealthCare Investment Partners
Rhode Island
$580K +$9.28K +211 +2%
SAF
2150
Smith Anglin Financial
Texas
$580K +$8.18K +186 +1%

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.