We are live on ! Find out more
BAC icon

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
CPSAC
2351
Chas P. Smith & Associates (CPS)
Florida
$452K -$1.76K -40 -0.4%
HAS
2352
HBW Advisory Services
California
$451K -$136K -3,089 -23%
CFSG
2353
Clark Financial Services Group
Missouri
$449K +$2.29K +52 +0.5%
FP
2354
Fiduciary Planning
Florida
$448K +$449K +10,200 New
CSPIA
2355
Cary Street Partners Investment Advisory
Virginia
$448K -$5.22M -118,644 -92%
BIA
2356
BHK Investment Advisors
Alabama
$447K +$114K +2,590 +34%
AWC
2357
Adamsbrown Wealth Consultants
Kansas
$447K +$2.46K +56 +0.6%
PFA
2358
Pathway Financial Advisors
Vermont
$447K
BSHC
2359
Breed's Hill Capital
Massachusetts
$446K +$139K +3,165 +45%
ECA
2360
Elevated Capital Advisors
Utah
$446K +$102K +2,325 +30%
GAM
2361
Gould Asset Management
California
$446K +$38.1K +865 +9%
CCM
2362
Crabel Capital Management
California
$445K +$445K +10,118 New
SAA
2363
Southeast Asset Advisors
Georgia
$444K +$132 +3 +0%
HA
2364
HC Advisors
Georgia
$444K +$58.9K +1,339 +15%
DLCIG
2365
D.L. Carlson Investment Group
New Hampshire
$444K -$45.3K -1,029 -9%
FG
2366
Foster Group
Iowa
$443K +$5.41K +123 +1%
ASC
2367
Atalanta Sosnoff Capital
New York
$443K -$1.3M -29,647 -75%
CW
2368
Channel Wealth
California
$443K +$15.8K +359 +4%
SAM
2369
Secure Asset Management
Michigan
$442K -$168K -3,825 -28%
CWM
2370
Cherrydale Wealth Management
New Jersey
$441K +$17.6K +399 +4%
ACM
2371
Allred Capital Management
Texas
$440K +$2.55K +58 +0.6%
RWI
2372
Red Wave Investments
Pennsylvania
$439K
OAM
2373
Occidental Asset Management
California
$439K +$8.71K +198 +2%
BWCS
2374
Beirne Wealth Consulting Services
Connecticut
$437K -$12.6K -287 -3%
RBC
2375
Romano Brothers & Co
Illinois
$437K +$4.8K +109 +1%

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.