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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$29.9B -$5.17B -117,449,720 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.9B -$95.9M -2,180,659 -0.3%
BlackRock
3
BlackRock
New York
$23B +$829M +18,853,021 +4%
State Street
4
State Street
Massachusetts
$13B +$268M +6,099,400 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.5B +$122M +2,763,805 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$7.47B +$901M +20,479,708 +14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.24B +$89.5M +2,033,229 +1%
Morgan Stanley
8
Morgan Stanley
New York
$5.5B +$271M +6,155,330 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$5.38B +$514M +11,691,451 +11%
Norges Bank
10
Norges Bank
Norway
$5.23B -$486M -11,045,717 -8%
Capital World Investors
11
Capital World Investors
California
$3.88B +$749M +17,031,143 +24%
Franklin Resources
12
Franklin Resources
California
$3.71B +$205M +4,656,954 +6%
Northern Trust
13
Northern Trust
Illinois
$2.99B +$439M +9,980,859 +17%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$2.9B +$823M +18,705,125 +40%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$2.63B -$56.8K -1,291 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.62B +$123M +2,806,927 +5%
Ameriprise
17
Ameriprise
Minnesota
$2.54B -$15.4M -350,000 -0.6%
Invesco
18
Invesco
Georgia
$2.15B +$56.5M +1,283,171 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.09B +$158M +3,592,666 +8%
Fisher Asset Management
20
Fisher Asset Management
Washington
$2.06B +$73.5M +1,671,610 +4%
UBS AM
21
UBS AM
Illinois
$1.98B +$224M +5,093,104 +13%
Charles Schwab
22
Charles Schwab
California
$1.89B +$13.1M +297,858 +0.7%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.87B -$12.2M -277,829 -0.6%
Amundi
24
Amundi
France
$1.75B +$450M +10,231,001 +37%
DZ Bank
25
DZ Bank
Germany
$1.72B +$407M +9,258,040 +31%

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.