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Bank of America

2,980 hedge funds and large institutions have $221B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,145 increasing their positions, 1,294 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 121

1% more funds holding

Funds holding: 2,9462,980 (+34)

0.47% less ownership

Funds ownership: 72.13%71.66% (-0.47%)

2% less capital invested

Capital invested by funds: $224B → $221B (-$3.67B)

12% less repeat investments, than reductions

Existing positions increased: 1,145 | Existing positions reduced: 1,294

16% less funds holding in top 10

Funds holding in top 10: 10992 (-17)

25% less call options, than puts

Call options by funds: $4.67B | Put options by funds: $6.2B

Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
42.79%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.32%
New
189
Increased
1,145
Reduced
1,294
Closed
121
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
2501
TS Financial Group (TSFG)
Illinois
$287K +$13.9K +346 +5%
SL
2502
Sentry LLC
Tennessee
$287K
NWM
2503
Northcape Wealth Management
New York
$287K
MFA
2504
Morling Financial Advisors
California
$287K +$160 +4 +0.1%
BBW
2505
Blue Barn Wealth
Utah
$286K -$44.8K -1,119 -13%
SPI
2506
Sutton Place Investors
New York
$285K +$22K +550 +8%
FA
2507
Fountainhead AM
New Jersey
$285K -$23K -574 -7%
4WM
2508
49 Wealth Management
Texas
$285K +$288K +7,178 New
WFS
2509
Widmann Financial Services
Maryland
$285K -$18.8K -470 -6%
IWP
2510
Invenio Wealth Partners
Florida
$285K -$46.4K -1,157 -14%
APWA
2511
Atlas Private Wealth Advisors
New Jersey
$284K
ASG
2512
Ariston Services Group
California
$284K -$160K -3,990 -36%
CTFG
2513
Capstone Triton Financial Group
Oklahoma
$283K -$15.9K -397 -5%
DWA
2514
Douglass Winthrop Advisors
New York
$282K +$45.8K +1,144 +19%
AIA
2515
Acute Investment Advisory
Arizona
$282K
CA
2516
CGN Advisors
Kansas
$282K +$8.06K +201 +3%
DCM
2517
Donaldson Capital Management
Indiana
$282K +$2.69K +67 +1%
PAG
2518
Paladin Advisory Group
Iowa
$282K
WCG
2519
Weaver Consulting Group
California
$281K -$5.33K -133 -2%
FWA
2520
FSM Wealth Advisors
Ohio
$281K +$45.3K +1,131 +19%
FBT
2521
First Bank & Trust
South Dakota
$281K -$9.94K -248 -3%
CW
2522
CIC Wealth
Maryland
$280K +$80 +2 +0%
WCWM
2523
Willow Creek Wealth Management
California
$279K
SPP
2524
Single Point Partners
Massachusetts
$279K -$2.4K -60 -0.8%
CF
2525
Convergence Financial
Missouri
$279K -$80K -1,997 -22%

BAC Hedge Fund Activity: Q3 2024 in Review

2,980 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2024, worth a combined $221B — down 1.6% from $224B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new BAC positions and 121 closed out — a net gain of 68 holders — while 1,145 added to existing stakes and 1,294 trimmed.

The largest buyer was BlackRock, adding an estimated $1.23B. The largest seller was Berkshire Hathaway, cutting an estimated $9.42B.

  • 2,980 institutional investors held Bank of America (BAC) as of Q3 2024, up from 2,946 in Q2 2024.
  • Funds reported $221B of Bank of America stock for Q3 2024, down 1.6% quarter-over-quarter.
  • 189 funds opened new Bank of America positions in Q3 2024 and 121 closed out, a net change of +68 holders.
  • The largest Bank of America buyer in Q3 2024 was BlackRock, an estimated $1.23B added.
  • The largest Bank of America seller in Q3 2024 was Berkshire Hathaway, an estimated $9.42B sold.

Based on aggregated 13F filings for Q3 2024.