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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
SWM
2676
Shelton Wealth Management
Texas
$224K
VCM
2677
Vivaldi Capital Management
Illinois
$223K -$169K -4,225 -43%
CWG
2678
Crown Wealth Group
North Carolina
$223K -$361 -9 -0.2%
PAI
2679
Pittenger & Anderson Inc
Nebraska
$222K -$18.4K -460 -8%
DAL
2680
Delta Accumulation LLC
California
$222K +$2.77K +69 +1%
PHAM
2681
Palisades Hudson Asset Management
Florida
$222K
S4W
2682
Solutions 4 Wealth
Texas
$222K +$281 +7 +0.1%
WAM
2683
Werlinich Asset Management
Connecticut
$222K
SR
2684
Syntax Research
Florida
$221K +$361 +9 +0.2%
CAM
2685
Campion Asset Management
Virginia
$221K -$22.6K -565 -9%
CPA
2686
Cardiff Park Advisors
California
$221K +$761 +19 +0.3%
LC
2687
Lavaca Capital
Texas
$221K
SCM
2688
SKBA Capital Management
California
$220K
ECM
2689
Elgethun Capital Management
South Dakota
$220K +$120 +3 +0.1%
CWA
2690
Clarity Wealth Advisors
California
$219K +$3.05K +76 +1%
WH
2691
Willner & Heller
California
$219K +$1.4K +35 +0.6%
NG
2692
Northstar Group
New York
$219K -$132K -3,300 -37%
SC
2693
Seldon Capital
California
$218K
SIAG
2694
Signet Investment Advisory Group
Rhode Island
$218K
BA
2695
Ballast Advisors
Minnesota
$218K -$4.13K -103 -2%
MFG
2696
Midwest Financial Group
Kansas
$218K +$1.04K +26 +0.5%
SFWC
2697
Strategic Family Wealth Counselors
New Jersey
$218K -$120 -3 -0.1%
CFA
2698
Capstone Financial Advisors
Illinois
$218K +$220K +5,487 New
FGG
2699
Financial Guidance Group
Florida
$218K
AWP
2700
Abacus Wealth Partners
California
$217K +$219K +5,473 New

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.