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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
WCM
2201
Weik Capital Management
Pennsylvania
$538K
PP
2202
Patron Partners
Texas
$536K -$6.6K -150 -1%
MAWCM
2203
Mine & Arao Wealth Creation & Management
California
$534K -$5.46K -124 -1%
SPWM
2204
Schrum Private Wealth Management
Florida
$534K -$511K -11,622 -49%
KF
2205
KKM Financial
Illinois
$534K -$674K -15,315 -56%
TWM
2206
Tradition Wealth Management
Minnesota
$533K -$15.5K -352 -3%
MAM
2207
Montchanin Asset Management
Delaware
$532K
UCB
2208
United Community Bank
South Carolina
$531K +$3.74K +85 +0.7%
MAM
2209
MMA Asset Management
Pennsylvania
$531K +$531K +12,080 New
RMP
2210
Richards, Merrill & Peterson
Washington
$531K +$531K +12,072 New
DA
2211
Drake & Associates
Wisconsin
$530K -$42.2K -960 -8%
AWG
2212
Altus Wealth Group
Colorado
$530K +$6.47K +147 +1%
WPW
2213
Warther Private Wealth
Ohio
$528K -$916K -20,823 -63%
HKIM
2214
Hayek Kallen Investment Management
Alabama
$528K +$10.3K +233 +2%
SIC
2215
Sigma Investment Counselors
Michigan
$527K
TIA
2216
Traphagen Investment Advisors
New Jersey
$527K +$55.3K +1,257 +12%
MUAMU
2217
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$527K -$660K -15,000 -56%
HBW
2218
Hazlett, Burt & Watson
West Virginia
$527K -$22K -500 -4%
RPWA
2219
Regent Peak Wealth Advisors
Georgia
$526K +$49.1K +1,116 +10%
CIM
2220
CIM Investment Management
Pennsylvania
$526K -$3.78K -86 -0.7%
CWM
2221
Cahaba Wealth Management
Georgia
$525K +$1.06K +24 +0.2%
MLA
2222
My Legacy Advisors
Oregon
$523K +$41.4K +940 +9%
SAM
2223
S.A. Mason
Michigan
$523K -$207K -4,698 -28%
RWP
2224
Ridgecrest Wealth Partners
California
$522K
TPWA
2225
TRUE Private Wealth Advisors
Oregon
$522K -$4.22K -96 -0.8%

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.