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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
NPF
2751
Norris Perne & French
Michigan
$200K -$12.7K -318 -6%
LAM
2752
Lifestyle Asset Management
Texas
$200K -$8.38K -209 -4%
GKIM
2753
GW&K Investment Management
Massachusetts
$200K +$13.9K +348 +7%
FCMT
2754
Founders Capital Management (Texas)
Texas
$196K
SCA
2755
Stuart Chaussee & Associates
California
$196K
RDFA
2756
Ritter Daniher Financial Advisory
Ohio
$195K
EBA
2757
Eagle Bay Advisors
New York
$194K -$3.21K -80 -2%
OSNBOA
2758
Old Second National Bank of Aurora
Illinois
$191K -$20K -500 -9%
PCMC
2759
Planning Capital Management Corporation
Pennsylvania
$190K +$143K +3,578 +296%
IRAG
2760
Investment Research & Advisory Group
Georgia
$190K -$1.2K -30 -0.6%
MMG
2761
Monetary Management Group
Missouri
$188K
BBPWM
2762
Blue Bell Private Wealth Management
Pennsylvania
$188K +$11.2K +279 +6%
HC
2763
Hoese & Co
Minnesota
$186K +$8.02K +200 +4%
RS
2764
Rakuten Securities
Japan
$185K +$22.4K +560 +14%
WAM
2765
WFA Asset Management
Wisconsin
$184K -$33K -823 -15%
CMANY
2766
Capital Management Associates (New York)
New York
$181K -$122K -3,053 -40%
WPWM
2767
Western Pacific Wealth Management
Illinois
$179K +$40 +1 +0%
GWSG
2768
GPS Wealth Strategies Group
Colorado
$173K +$3.69K +92 +2%
RI
2769
Ridgewood Investments
New Jersey
$170K -$5.17K -129 -3%
BFPW
2770
BOK Financial Private Wealth
Colorado
$166K +$39.7K +990 +31%
HIM
2771
Hillsdale Investment Management
Ontario, Canada
$163K +$63.5K +1,585 +63%
FWM
2772
FSA Wealth Management
Massachusetts
$163K +$165K +4,107 New
CA
2773
Claris Advisors
Missouri
$162K +$163K +4,073 New
ACA
2774
Atlas Capital Advisors
Wyoming
$160K +$40.1K +1,000 +33%
PCWA
2775
Pacific Capital Wealth Advisors
California
$158K -$2.12K -53 -1%

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.