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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
NFG
2451
Nadler Financial Group
Illinois
$392K -$17.7K -402 -4%
PW
2452
PUREfi Wealth
Massachusetts
$392K +$393K +8,923 New
LCWP
2453
Legacy Capital Wealth Partners
Arkansas
$392K +$16.6K +378 +4%
FAM
2454
Flaharty Asset Management
Florida
$392K -$133K -3,030 -25%
FFS
2455
Founders Financial Securities
Maryland
$391K +$45.8K +1,041 +13%
VHAM
2456
Van Hulzen Asset Management
California
$391K -$999K -22,716 -72%
LCOV
2457
London Company of Virginia
Virginia
$391K -$6.25K -142 -2%
PA
2458
Prossimo Advisors
California
$390K +$9.68K +220 +3%
WMWM
2459
Whitaker-Myers Wealth Managers
Ohio
$389K +$390K +8,861 New
ZB
2460
Zions Bancorporation
Utah
$389K +$8.58K +195 +2%
CAG
2461
Centerpoint Advisory Group
Kansas
$389K +$389K +8,850 New
KWM
2462
Kolinsky Wealth Management
New Jersey
$389K +$2.95K +67 +0.8%
JHCP
2463
Jackson Hole Capital Partners
Oklahoma
$388K +$88 +2 +0%
LC
2464
LCNB Corp
Ohio
$388K -$7.74K -176 -2%
JCM
2465
Jag Capital Management
Missouri
$388K +$28.7K +653 +8%
PPC
2466
Park Place Capital
Alabama
$388K
MA
2467
MBA Advisors
Pennsylvania
$388K +$9.11K +207 +2%
CWP
2468
Core Wealth Partners
California
$388K +$36.5K +829 +10%
TWA
2469
Tandem Wealth Advisors
Arizona
$387K +$47K +1,068 +14%
RFG
2470
Range Financial Group
Oregon
$385K +$385K +8,757 New
LGA
2471
Lebenthal Global Advisors
New York
$384K +$146K +3,319 +61%
TA
2472
TrueWealth Advisors
Alabama
$383K -$36.1K -821 -9%
MCCA
2473
Mill Creek Capital Advisors
Pennsylvania
$383K +$38.3K +870 +11%
CCA
2474
Catalyst Capital Advisors
New York
$383K -$778K -17,689 -67%
CCP
2475
Clarity Capital Partners
California
$382K +$53.2K +1,209 +16%

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.