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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
SWP
2301
Semus Wealth Partners
Florida
$484K -$11.7K -267 -2%
RCG
2302
Regatta Capital Group
California
$484K -$79.1K -1,797 -14%
JWM
2303
JGP Wealth Management
Oregon
$483K -$25.4K -577 -5%
TAM
2304
Townsend Asset Management
North Carolina
$482K +$924 +21 +0.2%
LCC
2305
Lincoln Capital Corp
Rhode Island
$482K -$57.5K -1,307 -11%
KA
2306
Klingman & Associates
New York
$481K -$8.93K -203 -2%
OFS
2307
Oldfather Financial Services
Nebraska
$479K +$5.59K +127 +1%
FAT
2308
First American Trust
California
$479K -$51.7K -1,174 -10%
CCA
2309
Cottonwood Capital Advisors
Utah
$477K +$129K +2,938 +37%
SCM
2310
Sollinda Capital Management
Florida
$476K
CFP
2311
Cascade Financial Partners
California
$476K +$4.93K +112 +1%
NRC
2312
New Republic Capital
North Carolina
$476K -$278K -6,313 -37%
TFA
2313
Toth Financial Advisory
Virginia
$476K +$220 +5 +0%
WA
2314
Waddell & Associates
Tennessee
$476K +$112K +2,552 +31%
AT
2315
Arlington Trust
Alabama
$474K +$12.6K +287 +3%
TGAM
2316
TBH Global Asset Management
Tennessee
$474K +$88 +2 +0%
MPIA
2317
Mountain Pacific Investment Advisers
Idaho
$474K +$45.9K +1,043 +11%
RPGNY
2318
Retirement Planning Group (New York)
New York
$473K +$474K +10,772 New
VC
2319
Vicus Capital
Pennsylvania
$473K +$21.1K +480 +5%
FFA
2320
First Foundation Advisors
California
$473K -$40.7K -925 -8%
CAM
2321
Cozad Asset Management
Illinois
$472K
FC
2322
Financial Council
Maryland
$471K +$30.1K +685 +7%
WFA
2323
Wellspring Financial Advisors
Ohio
$470K -$270K -6,128 -36%
FSA
2324
Franklin Street Advisors
North Carolina
$470K -$32.3K -735 -6%
PGIM
2325
Pacific Global Investment Management
California
$469K -$9.86M -224,169 -95%

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.