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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
SIMG
2526
Sonora Investment Management Group
Arizona
$278K -$25.8K -644 -8%
BFIM
2527
Beese Fulmer Investment Management
Ohio
$278K
OPWM
2528
Oxinas Partners Wealth Management
Indiana
$278K -$41.6K -1,037 -13%
AP
2529
Adero Partners
California
$277K +$38.5K +961 +16%
BSHC
2530
Breed's Hill Capital
Massachusetts
$277K +$8.94K +223 +3%
FBC
2531
Fairfield, Bush & Co
Connecticut
$277K -$3.01K -75 -1%
LJCM
2532
Lee Johnson Capital Management
Texas
$277K
MHWM
2533
Montz Harcus Wealth Management
Louisiana
$277K +$1.64K +41 +0.6%
FCG
2534
Fielder Capital Group
Tennessee
$276K -$3.73K -93 -1%
BFA
2535
Beacon Financial Advisory
Ohio
$276K -$7.17K -179 -3%
MPCL
2536
My Personal CFO LLC
Washington
$275K +$4.93K +123 +2%
BFM
2537
Boothbay Fund Management
New York
$275K +$62.7K +1,565 +29%
IAP
2538
Indie Asset Partners
Indiana
$275K -$19.2K -478 -6%
HFS
2539
Heritage Financial Services
Massachusetts
$275K -$8.66K -216 -3%
BTWM
2540
Brass Tax Wealth Management
Ohio
$274K +$277K +6,911 New
MGWM
2541
Marks Group Wealth Management
Minnesota
$273K -$46.6K -1,162 -14%
MG
2542
Marex Group
$273K -$2.01M -50,105 -88%
ACA
2543
Ackerman Capital Advisors
Texas
$272K
KAM
2544
KEB Asset Management
Illinois
$272K +$60.6K +1,511 +28%
TFF
2545
The Family Firm
Maryland
$272K +$11.4K +285 +4%
TC
2546
Tacita Capital
Ontario, Canada
$271K
NAMNJ
2547
NorthStar Asset Management (New Jersey)
New Jersey
$270K +$1.28K +32 +0.5%
OHIS
2548
Oak Harvest Investment Services
Texas
$270K -$53.1K -1,325 -16%
HFS
2549
Howard Financial Services
Texas
$269K +$601 +15 +0.2%
FA
2550
Fermata Advisors
California
$269K +$14.6K +364 +6%

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.