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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
RLIM
2701
Red Lighthouse Investment Management
New York
$216K
IGGA
2702
Iron Gate Global Advisors
Utah
$216K -$27.4K -683 -11%
LGA
2703
Lebenthal Global Advisors
New York
$215K +$441 +11 +0.2%
Members Trust
2704
Members Trust
Florida
$215K -$9.66K -241 -4%
SFC
2705
Swisher Financial Concepts
Ohio
$215K +$221K +5,505 New
TBWA
2706
Three Bridge Wealth Advisors
California
$214K
AC
2707
Allstate Corporation
Illinois
$214K -$612K -15,280 -74%
PMFA
2708
Plante Moran Financial Advisors
Michigan
$214K -$20.8K -518 -9%
PFC
2709
Poplar Forest Capital
California
$213K
AFA
2710
Alpha Financial Advisors
North Carolina
$213K +$401 +10 +0.2%
QCIG
2711
Quad-Cities Investment Group
Iowa
$213K +$281 +7 +0.1%
FUBT
2712
First United Bank & Trust
Maryland
$213K -$80 -2 -0%
TCOK
2713
Trust Company of Kansas
Kansas
$213K
GWWM
2714
Great Waters Wealth Management
Minnesota
$213K -$120 -3 -0.1%
RFA
2715
Resurgent Financial Advisors
Georgia
$213K +$215K +5,366 New
JHP
2716
James Hambro & Partners
United Kingdom
$213K
NIM
2717
Nexus Investment Management
Ontario, Canada
$212K
BMWM
2718
Brown Miller Wealth Management
Virginia
$212K +$214K +5,334 New
GWA
2719
Gibson Wealth Advisors
Texas
$211K
HTIM
2720
Harbour Trust & Investment Management
Indiana
$211K -$32.5K -810 -13%
MSG
2721
Main Street Group
Virginia
$209K -$45.9K -1,145 -18%
BAWM
2722
Bennett Associates Wealth Management
Pennsylvania
$209K +$211K +5,260 New
HIGP
2723
Hill Investment Group Partners
Missouri
$208K -$7.7K -192 -4%
CFFP
2724
Center for Financial Planning
Michigan
$208K +$13.2K +330 +7%
1CM
2725
1492 Capital Management
Wisconsin
$208K +$401 +10 +0.2%

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.