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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
GWP
2776
Gen-Wealth Partners
Michigan
$154K +$13K +325 +10%
RIA
2777
Realta Investment Advisors
Delaware
$154K -$2.07M -51,721 -93%
T
2778
Tidemark
California
$147K +$33.5K +835 +29%
LFASL
2779
Lugano Financial Advisors SA (LFA)
Switzerland
$147K +$16.8K +420 +13%
NRG
2780
Nemes Rush Group
Michigan
$145K
AW
2781
Avion Wealth
Texas
$142K -$1.44K -36 -1%
SGC
2782
Slocum, Gordon & Co
Rhode Island
$142K -$80.2K -2,000 -36%
MLA
2783
MB, Levis & Associates
Pennsylvania
$139K +$601 +15 +0.4%
RWM
2784
Ruedi Wealth Management
Illinois
$138K -$8.06K -201 -5%
GPFA
2785
Game Plan Financial Advisors
Ohio
$135K -$12.9K -322 -9%
FFWM
2786
Future Financial Wealth Management
Ohio
$133K +$134K +3,349 New
TFM
2787
TFC Financial Management
Massachusetts
$132K +$66.8K +1,667 +100%
RTC
2788
Riverview Trust Company
Washington
$130K +$4.81K +120 +4%
CH
2789
Canton Hathaway
Rhode Island
$127K
NPP
2790
New Potomac Partners
Maryland
$123K +$125K +3,108 New
FCG
2791
Financial Connections Group
California
$123K -$5.61K -140 -4%
EWP
2792
Elevation Wealth Partners
California
$123K +$108K +2,685 +668%
RFS
2793
Richardson Financial Services
Massachusetts
$122K +$32.1K +800 +35%
DWA
2794
Dougherty Wealth Advisers
Minnesota
$121K
DPW
2795
DiNuzzo Private Wealth
Pennsylvania
$120K +$361 +9 +0.3%
CHA
2796
Carmichael Hill & Associates
Maryland
$120K -$10K -250 -8%
CWM
2797
CarsonAllaria Wealth Management
Illinois
$112K +$16K +399 +17%
RDIA
2798
RE Dickinson Investment Advisors
Iowa
$111K -$15.4K -385 -12%
GGI
2799
Godsey & Gibb Inc
Virginia
$109K +$12.8K +319 +13%
SA
2800
SRH Advisors
Kansas
$106K

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.