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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
SLA
2176
Silver Lake Advisory
Utah
$555K +$3.17K +72 +0.6%
LWL
2177
Leo Wealth LLC
Texas
$554K +$26.6K +604 +5%
PCM
2178
Permanent Capital Management
Illinois
$553K +$553K +12,575 New
AWM
2179
Aberdeen Wealth Management
Illinois
$552K
AWM
2180
Ariadne Wealth Management
California
$551K +$2.86K +65 +0.6%
MC
2181
Machina Capital
France
$551K -$180K -4,093 -25%
CG
2182
Clarus Group
Texas
$550K +$1.41K +32 +0.3%
PSF
2183
Pacific Sun Financial
California
$550K
GPA
2184
Guidance Point Advisors
Massachusetts
$549K -$22.5K -511 -4%
JC
2185
JB Capital
Connecticut
$549K -$22.4K -509 -4%
OP
2186
ORG Partners
Indiana
$548K +$22K +500 +4%
BIA
2187
Barry Investment Advisors
Massachusetts
$548K -$103K -2,352 -16%
ACM
2188
Arcataur Capital Management
Wisconsin
$547K
VCM
2189
Versant Capital Management
Arizona
$547K +$166K +3,781 +44%
FNBOO
2190
First National Bank of Omaha
Nebraska
$546K -$50.2K -1,142 -8%
FCMC
2191
Founders Capital Management (Connecticut)
Connecticut
$546K
MEG
2192
Millstone Evans Group
Colorado
$546K +$547K +12,427 New
SWA
2193
Sax Wealth Advisors
New Jersey
$546K +$546K +12,417 New
KFA
2194
Kapstone Financial Advisors
Ohio
$545K -$39.6K -901 -7%
MCM
2195
Morton Capital Management
California
$545K +$440 +10 +0.1%
MBFW
2196
Morton Brown Family Wealth
Pennsylvania
$544K +$8.36K +190 +2%
CIA
2197
Cape Investment Advisory
Georgia
$542K -$12.5K -284 -2%
WAG
2198
Wallace Advisory Group
California
$540K -$141K -3,199 -19%
RA
2199
Rise Advisors
New York
$538K -$2.29K -52 -0.4%
PCA
2200
Purkiss Capital Advisors
Connecticut
$538K +$538K +12,231 New

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.