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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
GAM
2151
Gemmer Asset Management
California
$579K +$10.3K +235 +2%
WA
2152
Wambolt & Associates
Colorado
$579K -$56.9K -1,293 -9%
JWBC
2153
J.W. Burns & Co
New York
$578K -$22.8K -518 -4%
KLWA
2154
Kelly Lawrence W & Associates
California
$578K
FNBOH
2155
First National Bank of Hutchinson
Kansas
$576K +$577K +13,113 New
RCM
2156
Raleigh Capital Management
North Carolina
$576K -$14.3K -325 -2%
LFP
2157
Lakeshore Financial Planning
Michigan
$573K -$35.2K -800 -6%
ATC
2158
Adirondack Trust Company
New York
$569K
BOPW
2159
Brandywine Oak Private Wealth
Pennsylvania
$567K +$131K +2,981 +30%
BDFN
2160
Bond & Devick Financial Network
Minnesota
$565K
CNBTD
2161
Citizens National Bank Trust Department
Mississippi
$565K -$88K -2,000 -13%
UF
2162
Univest Financial
Pennsylvania
$565K -$50.9K -1,156 -8%
AFG
2163
Albion Financial Group
Utah
$564K +$2.9K +66 +0.5%
LWM
2164
LongView Wealth Management
Georgia
$564K +$61.9K +1,408 +12%
EA
2165
Ergawealth Advisors
Illinois
$563K
VP
2166
Verum Partners
North Carolina
$561K +$4.05K +92 +0.7%
TCMP
2167
Thrive Capital Management (Pennsylvania)
Pennsylvania
$560K -$8.97K -204 -2%
LPP
2168
Life Planning Partners
Florida
$560K -$57.9K -1,317 -9%
FLP
2169
Financial Life Planners
Arizona
$560K +$560K +12,738 New
MCM
2170
MV Capital Management
Maryland
$558K -$1.01K -23 -0.2%
OHWP
2171
Oak Harbor Wealth Partners
North Carolina
$558K -$11K -250 -2%
AMM
2172
American Money Management
California
$557K +$276K +6,268 +98%
OIA
2173
Optimum Investment Advisors
Illinois
$556K
RLH
2174
RD Lewis Holdings
Florida
$556K +$516K +11,728 New
TWM
2175
Thrive Wealth Management
Pennsylvania
$555K -$9.11K -207 -2%

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.