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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
OAM
2276
Oak Asset Management
California
$497K -$1.45K -33 -0.3%
RP
2277
Rice Partnership
Hawaii
$497K -$33.1K -752 -6%
RFO
2278
RiverGlades Family Offices
Florida
$497K
FDS
2279
Freedom Day Solutions
Texas
$496K
NRI
2280
NFP Retirement Inc
California
$496K +$1.06K +24 +0.2%
TF
2281
Trek Financial
Arizona
$495K +$8.4K +191 +2%
PG
2282
Patten Group
Tennessee
$495K -$92.3K -2,099 -16%
BWM
2283
Bulltick Wealth Management
Florida
$494K +$495K +11,250 New
KWM
2284
Keebeck Wealth Management
Illinois
$493K +$26.6K +604 +6%
VFP
2285
Verus Financial Partners
Virginia
$493K -$220 -5 -0%
SI
2286
Seeds Investor
New York
$493K +$78.4K +1,781 +19%
Cohen & Steers
2287
Cohen & Steers
New York
$492K +$24.9K +565 +5%
JFGIW
2288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$491K -$1.28M -28,994 -73%
AWA
2289
Amplius Wealth Advisors
Pennsylvania
$491K +$17.4K +395 +4%
AC
2290
Addison Capital
Pennsylvania
$490K -$17.4K -396 -3%
BWG
2291
Beta Wealth Group
California
$488K +$43.8K +996 +10%
MC
2292
Middleton & Co
Massachusetts
$488K -$34.4K -782 -7%
SBF
2293
Sara-Bay Financial
Florida
$487K
VCM
2294
Vivaldi Capital Management
Illinois
$487K +$207K +4,711 +84%
PWP
2295
Private Wealth Partners
California
$487K -$303K -6,892 -38%
AP
2296
Atwood & Palmer
Missouri
$486K -$44K -1,000 -8%
MA
2297
Mezzasalma Advisors
New Jersey
$485K +$93.3K +2,121 +24%
CFA
2298
Cahill Financial Advisors
Minnesota
$485K -$52.4K -1,192 -10%
GG
2299
Greenwood Gearhart
Arkansas
$485K +$485K +11,031 New
CCM
2300
Chiron Capital Management
Florida
$485K -$23.1K -526 -5%

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.