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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
LAM
2726
Lewis Asset Management
California
$208K +$210K +5,235 New
WIM
2727
Waverton Investment Management
United Kingdom
$208K +$210K +5,232 New
BCMO
2728
Buckingham Capital Management (Ohio)
Ohio
$208K +$210K +5,234 New
PW
2729
Peninsula Wealth
California
$208K +$194K +4,849 New
Financial Engines Advisors
2730
Financial Engines Advisors
California
$207K +$209K +5,224 New
UWM
2731
USAdvisors Wealth Management
Minnesota
$207K -$12.3K -308 -6%
SWM
2732
Segment Wealth Management
Texas
$206K -$5.29K -132 -2%
WS
2733
Wela Strategies
Georgia
$206K -$10.1K -251 -5%
AWA
2734
Alaska Wealth Advisors
Alaska
$206K -$40 -1 -0%
PBK
2735
Peoples Bank (Kansas)
Kansas
$205K -$2.97K -74 -1%
GEA
2736
Glen Eagle Advisors
New Jersey
$204K +$35.8K +894 +21%
WTA
2737
Washington Trust Advisors
Massachusetts
$204K -$18.4K -459 -8%
CCFM
2738
Clear Creek Financial Management
Washington
$204K +$3.45K +86 +2%
MAM
2739
Marotta Asset Management
Virginia
$203K
FPF
2740
First Pacific Financial
Washington
$203K +$882 +22 +0.4%
HW
2741
Hamilton Wealth
California
$203K -$15.1K -378 -7%
RFP
2742
Root Financial Partners
California
$202K +$204K +5,101 New
RB
2743
Renasant Bank
Mississippi
$202K
ONST
2744
Old North State Trust
North Carolina
$202K +$204K +5,091 New
RFG
2745
RFP Financial Group
Georgia
$202K -$7.86K -196 -4%
GWM
2746
Gray Wealth Management
Maine
$201K +$203K +5,076 New
FDDB
2747
Fidelity D&D Bancorp
Pennsylvania
$201K +$203K +5,076 New
SWMG
2748
Sard Wealth Management Group
Georgia
$201K +$1.04K +26 +0.5%
IAG
2749
Investmark Advisory Group
Connecticut
$201K
MHC
2750
Meyer Handelman Company
New York
$201K

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.