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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
EWS
2326
Evergreen Wealth Solutions
Pennsylvania
$468K -$11.6K -263 -2%
CCB
2327
Cutter & Co Brokerage
Missouri
$468K -$25.9K -588 -5%
TWP
2328
Triad Wealth Partners
Kansas
$466K +$467K +10,611 New
XC
2329
XY Capital
Hong Kong
$466K +$467K +10,610 New
CIM
2330
Confluence Investment Management
Missouri
$465K
PA
2331
Promethium Advisors
Maryland
$465K -$12.1K -275 -3%
IWM
2332
Integris Wealth Management
California
$465K -$4.4K -100 -0.9%
VST
2333
Van Strum & Towne
California
$465K +$33K +750 +8%
DIM
2334
Delta Investment Management
California
$465K +$1.45K +33 +0.3%
WCM
2335
Wedge Capital Management
North Carolina
$464K
TFCP
2336
Twin Focus Capital Partners
Massachusetts
$463K -$76.6K -1,740 -14%
SWA
2337
SFMG Wealth Advisors
Texas
$462K +$6.07K +138 +1%
BWAM
2338
Boyd Watterson Asset Management
Ohio
$461K -$1.01K -23 -0.2%
ITFISA
2339
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$461K +$198K +4,501 +75%
CAC
2340
Certified Advisory Corp
Florida
$459K -$2.68K -61 -0.6%
MA
2341
MKT Advisors
California
$459K +$74.4K +1,690 +21%
NWAG
2342
Net Worth Advisory Group
Utah
$457K +$201K +4,566 +78%
EFH
2343
Eaton Financial Holdings
Florida
$457K -$84.4K -1,919 -16%
BAM
2344
Brave Asset Management
New Jersey
$456K
TC
2345
TFR Capital
Texas
$455K +$456K +10,361 New
ESB
2346
Essex Savings Bank
Connecticut
$455K +$11.5K +262 +3%
EWM
2347
Executive Wealth Management
Michigan
$454K +$11.7K +266 +3%
SAMT
2348
Select Asset Management & Trust
Pennsylvania
$453K -$2.64K -60 -0.6%
OBWG
2349
Onyx Bridge Wealth Group
New York
$453K +$20.9K +476 +5%
CM
2350
Cornerstone Management
Georgia
$453K

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.