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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
BSB
2551
Bangor Savings Bank
Maine
$269K
WAL
2552
W Advisors LLC
Tennessee
$268K +$11.2K +279 +4%
WWM
2553
Wolff Wiese Magana
California
$268K +$6.97K +174 +3%
NF
2554
Nvest Financial
New Hampshire
$268K +$200 +5 +0.1%
TFA
2555
Tranquilli Financial Advisor
New Jersey
$268K -$1.52K -38 -0.6%
PA
2556
PSI Advisors
Florida
$267K -$50.1K -1,250 -16%
WCA
2557
Waypoint Capital Advisors
Minnesota
$266K -$11.4K -285 -4%
CC
2558
Constitution Capital
Connecticut
$266K -$76.1K -1,900 -22%
COCM
2559
Charter Oak Capital Management
New Hampshire
$266K +$50.9K +1,271 +23%
DWP
2560
Destiny Wealth Partners
Florida
$266K +$14K +349 +5%
TRIA
2561
Trail Ridge Investment Advisors
Colorado
$266K
WWC
2562
Waypoint Wealth Counsel
Georgia
$265K +$39.8K +993 +17%
GA
2563
Goldstein Advisors
Wisconsin
$263K -$7.45K -186 -3%
GL
2564
Gerber LLC
Ohio
$263K -$1.8K -45 -0.7%
BC
2565
Brio Consultants
California
$263K -$11.5K -288 -4%
GGS
2566
Galvin Gaustad & Stein
Arizona
$262K -$20K -500 -7%
TCM
2567
Triumph Capital Management
Colorado
$261K +$264K +6,576 New
WMA
2568
West Michigan Advisors
Michigan
$260K -$1.72K -43 -0.7%
HAIM
2569
Hunter Associates Investment Management
Pennsylvania
$260K
FFA
2570
Fragasso Financial Advisors
Pennsylvania
$260K -$44.3K -1,105 -14%
ACP
2571
Arcus Capital Partners
Georgia
$259K -$19.7K -492 -7%
WFA
2572
WMG Financial Advisors
Tennessee
$259K +$13.2K +330 +5%
TSMHT
2573
Thurston Springer Miller Herd & Titak
Indiana
$259K +$40 +1 +0%
WWG
2574
West Wealth Group
California
$259K -$2.69K -67 -1%
HGERS
2575
Householder Group Estate & Retirement Specialist
Arizona
$258K +$13K +325 +5%

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.