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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
EL
2426
Essex LLC
Illinois
$405K +$406K +9,221 New
PAG
2427
Powers Advisory Group
Illinois
$405K +$9.28K +211 +2%
CHA
2428
Cooper/Haims Advisors
New York
$405K +$25.4K +578 +7%
RWS
2429
Resolute Wealth Strategies
Mississippi
$405K +$396 +9 +0.1%
CFG
2430
Carr Financial Group
Massachusetts
$405K -$9.11K -207 -2%
TWM
2431
TCFG Wealth Management
California
$403K
ATWA
2432
Arbor Trust Wealth Advisors
Michigan
$403K -$30.1K -683 -7%
ICP
2433
Impact Capital Partners
Colorado
$402K +$402K +9,141 New
NEPPG
2434
New England Professional Planning Group
Rhode Island
$402K -$19.5K -444 -5%
SG
2435
Straightline Group
Michigan
$401K +$402K +9,130 New
CSWG
2436
Cardinal Strategic Wealth Guidance
Kentucky
$401K +$402K +9,130 New
BWA
2437
Blodgett Wealth Advisors
California
$400K +$220 +5 +0.1%
GFG
2438
Greystone Financial Group
Michigan
$400K
HCA
2439
Hyperion Capital Advisors
New York
$399K
BWA
2440
Bordeaux Wealth Advisors
California
$398K +$72.9K +1,656 +22%
JCM
2441
Jacobsen Capital Management
Utah
$397K -$3.08K -70 -0.8%
BWFA
2442
Baltimore-Washington Financial Advisors
Maryland
$397K +$2.73K +62 +0.7%
SEP
2443
Southland Equity Partners
Missouri
$396K +$10.2K +231 +3%
PCMF
2444
Private Capital Management (Florida)
Florida
$396K +$44 +1 +0%
PAG
2445
Poinciana Advisors Group
Florida
$395K +$396K +8,998 New
EWS
2446
Eagle Wealth Strategies
New Jersey
$394K +$5.68K +129 +1%
QFA
2447
Quantum Financial Advisors
California
$394K
CST
2448
Charles Schwab Trust
Nevada
$394K
AIA
2449
Arbor Investment Advisors
North Carolina
$393K -$217K -4,924 -35%
CWA
2450
Crux Wealth Advisors
California
$393K +$394K +8,944 New

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.