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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
WDG
2601
Wealth Dimensions Group
Ohio
$249K -$11.2K -279 -4%
LTAS
2602
Linden Thomas Advisory Services
North Carolina
$248K +$15.2K +379 +6%
PAS
2603
Professional Advisory Services
Florida
$248K
VAMG
2604
Voisard Asset Management Group
Michigan
$248K -$7.17K -179 -3%
MTIC
2605
Missouri Trust & Investment Company
Missouri
$248K
ACC
2606
Acorn Creek Capital
Colorado
$247K +$249K +6,220 New
FB
2607
First Bancorp
Maine
$247K
MLFP
2608
MPS Loria Financial Planners
Illinois
$247K +$1.28K +32 +0.5%
SGK
2609
Steigerwald Gordon & Koch
Virginia
$246K +$80 +2 +0%
FC
2610
Fairscale Capital
New Hampshire
$246K
CWA
2611
Centennial Wealth Advisory
Michigan
$246K +$23.6K +588 +11%
SIC
2612
SJS Investment Consulting
Ohio
$245K
MFS
2613
McNamara Financial Services
Massachusetts
$244K +$247K +6,155 New
GHA
2614
GW Henssler & Associates
Georgia
$244K -$85.8K -2,140 -26%
PIA
2615
Powell Investment Advisors
Florida
$244K -$8.86K -221 -3%
CFO
2616
CVA Family Office
Colorado
$244K +$39.2K +977 +19%
DOA
2617
D'Orazio & Associates
Virginia
$243K +$6.85K +171 +3%
AC
2618
AIFG Consultants
New York
$243K -$6.89K -172 -3%
GIP
2619
Granite Investment Partners
California
$243K
TPW
2620
TL Private Wealth
Texas
$243K
RWM
2621
RKL Wealth Management
Pennsylvania
$243K -$2.44K -61 -1%
TA
2622
TFB Advisors
Kansas
$243K +$13.8K +345 +6%
MF
2623
Meridian Financial
Massachusetts
$242K -$40 -1 -0%
PWS
2624
Proactive Wealth Strategies
Georgia
$242K +$244K +6,092 New
CAM
2625
Clark Asset Management
New Hampshire
$242K +$40.5K +1,010 +20%

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.