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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
FNWA
2801
Financial Network Wealth Advisors
Utah
$106K -$26.9K -670 -20%
HWM
2802
Horizons Wealth Management
North Carolina
$105K
RAM
2803
Riggs Asset Management
Pennsylvania
$105K
RWM
2804
Reston Wealth Management
Virginia
$99.3K +$100K +2,502 New
TWD
2805
True Wealth Design
Ohio
$97.9K +$86.8K +2,167 +722%
DWM
2806
Darwin Wealth Management
Florida
$97.7K +$98.7K +2,462 New
TIM
2807
Tortoise Investment Management
New York
$97.3K
NMM
2808
Naples Money Management
Florida
$95.1K
C
2809
Covestor
United Kingdom
$95K -$2.97K -74 -3%
RFG
2810
REAP Financial Group
Texas
$94.8K +$14.5K +361 +18%
HDIM
2811
Hanson & Doremus Investment Management
Vermont
$94K
GA
2812
GoalVest Advisory
New York
$93.5K
BIM
2813
Breakwater Investment Management
Washington
$92K
ACM
2814
Adalta Capital Management
New York
$91.3K -$12K -300 -12%
CAC
2815
Core Alternative Capital
Georgia
$90.8K +$6.01K +150 +7%
FDCP
2816
Foster Dykema Cabot & Partners
Massachusetts
$89.6K -$160 -4 -0.2%
ATC
2817
Advantage Trust Company
Kansas
$89.3K
GIS
2818
Grayhawk Investment Strategies
Alberta, Canada
$87.2K
TC
2819
Trust Company
Kansas
$84.7K
BL
2820
BFSG LLC
California
$84.6K -$52.7K -1,315 -38%
DFA
2821
DHJJ Financial Advisors
Illinois
$82.9K
AWM
2822
Atticus Wealth Management
Florida
$80.7K
BP
2823
BNP Paribas
France
$80.5K -$39.6K -987 -33%
DI
2824
DAGCO Inc
Ohio
$80.1K +$120 +3 +0.1%
OWP
2825
ORG Wealth Partners
Texas
$79.5K +$80.3K +2,004 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.