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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
FOA
2226
Five Oceans Advisors
California
$522K +$6.2K +141 +1%
WIM
2227
WealthPlan Investment Management
Nebraska
$522K -$1.03M -23,398 -66%
MSWM
2228
Mowery & Schoenfeld Wealth Management
Illinois
$521K +$522K +11,856 New
BTC
2229
Bank & Trust Company
Illinois
$521K
LNB
2230
Ledyard National Bank
$520K -$2.68K -61 -0.5%
AWM
2231
Activest Wealth Management
Florida
$520K -$86K -1,954 -14%
VCP
2232
Verus Capital Partners
Arizona
$520K -$112K -2,535 -18%
TCOTS
2233
Trust Company of the South
North Carolina
$519K +$13.6K +310 +3%
KTC
2234
Kentucky Trust Company
Kentucky
$519K +$519K +11,799 New
FFC
2235
First Financial Corp
Indiana
$518K +$48.7K +1,106 +10%
WRPWM
2236
Werba Rubin Papier Wealth Management
California
$518K +$34.3K +780 +7%
V
2237
VeraBank
Texas
$517K -$1.89K -43 -0.4%
CWS
2238
Cypress Wealth Services
California
$517K +$26.8K +608 +5%
IA
2239
IFG Advisors
Missouri
$516K -$352 -8 -0.1%
GFA
2240
Gallagher Fiduciary Advisors
Illinois
$516K +$191K +4,346 +59%
ORC
2241
O'Rourke & Company
Massachusetts
$515K -$29.6K -673 -5%
FAFN
2242
First Affirmative Financial Network
Colorado
$515K +$5.68K +129 +1%
MEAC
2243
M.E. Allison & Co
Texas
$513K +$514K +11,683 New
HWM
2244
Hemington Wealth Management
Virginia
$513K +$26.9K +611 +6%
FA
2245
Fountainhead AM
New Jersey
$512K +$197K +4,468 +62%
TCPW
2246
Twin City Private Wealth
North Carolina
$512K +$23.6K +537 +5%
USB
2247
Union Savings Bank
Connecticut
$511K -$8.76K -199 -2%
LWP
2248
LMG Wealth Partners
Louisiana
$511K +$6.16K +140 +1%
WP
2249
WMS Partners
Maryland
$510K +$69.9K +1,589 +16%
SC
2250
Sawyer & Company
Massachusetts
$510K -$15.8K -358 -3%

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.