We are live on ! Find out more
BAC icon

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
SCA
2626
Southern Capital Advisors
Tennessee
$241K +$281 +7 +0.1%
VAS
2627
Vestmark Advisory Solutions
Massachusetts
$241K -$2.51M -62,679 -91%
CPW
2628
Cove Private Wealth
New York
$241K
MIM
2629
Moseley Investment Management
Florida
$240K +$3.37K +84 +1%
KJHP
2630
K.J. Harrison & Partners
Ontario, Canada
$240K -$108K -2,700 -32%
WKWM
2631
Walter & Keenan Wealth Management
Indiana
$240K +$7.82K +195 +3%
VBFG
2632
Vishria Bird Financial Group
Tennessee
$240K
BIG
2633
Bush Investment Group
Georgia
$239K +$242K +6,032 New
FCM
2634
Firestone Capital Management
Florida
$238K +$160 +4 +0.1%
AAIM
2635
Asset Advisors Investment Management
Georgia
$238K
ITFISA
2636
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$238K +$11.5K +287 +5%
CFG
2637
Clayton Financial Group
Missouri
$237K +$25.9K +647 +12%
MYIA
2638
Mount Yale Investment Advisors
Colorado
$236K -$64K -1,598 -21%
CNWM
2639
Clay Northam Wealth Management
California
$235K
Loomis, Sayles & Company
2640
Loomis, Sayles & Company
Massachusetts
$235K +$154K +3,847 +185%
PHS
2641
Pekin Hardy Strauss
Illinois
$235K
SRC
2642
Sage Rhino Capital
California
$235K +$3.37K +84 +1%
DP
2643
DDD Partners
Washington
$235K
VBFP
2644
Valtinson Bruner Financial Planning
Minnesota
$234K +$40 +1 +0%
ADBIC
2645
A.D. Beadell Investment Counsel
Wisconsin
$234K
LGG
2646
Luts & Greenleigh Group
Maryland
$234K +$6.85K +171 +3%
OR
2647
Olympiad Research
Connecticut
$234K +$236K +5,886 New
AFS
2648
Annapolis Financial Services
Maryland
$234K +$2.2K +55 +0.9%
KFP
2649
Keystone Financial Planning
Ohio
$233K
SCA
2650
Scott Capital Advisors
Oregon
$233K -$9.06K -226 -4%

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.