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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
FWA
2826
FSC Wealth Advisors
New York
$75.6K -$7.33K -183 -9%
MB
2827
Mizuho Bank
Japan
$75.4K
FMTCOCP
2828
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$74K
SRCM
2829
Signature Resources Capital Management
California
$73.8K +$40 +1 +0.1%
TC
2830
Truvestments Capital
Florida
$73.4K +$74.1K +1,850 New
CPG
2831
Cornerstone Planning Group
New Jersey
$72.3K -$83K -2,070 -55%
WSC
2832
Wellington Shields & Co
New York
$71.3K
SC
2833
Stephens Consulting
Michigan
$70.9K
BWL
2834
Bogart Wealth LLC
Virginia
$70.6K -$14.9K -373 -17%
BHWM
2835
Beaird Harris Wealth Management
Texas
$70.4K -$40 -1 -0.1%
MAM
2836
Meeder Asset Management
Ohio
$70.4K -$401 -10 -0.6%
EFP
2837
EnRich Financial Partners
Wisconsin
$68.9K +$6.49K +162 +10%
MIM
2838
Manitou Investment Management
Ontario, Canada
$68.4K
NCM
2839
Northwest Capital Management
Oregon
$66.7K
HFS
2840
HBC Financial Services
Washington
$63K
KWAG
2841
Kiely Wealth Advisory Group
North Carolina
$62.1K
VWM
2842
Valley Wealth Managers
New Jersey
$62.1K +$2.56K +64 +4%
WAS
2843
Winch Advisory Services
Wisconsin
$61K -$2.24K -56 -4%
OC
2844
Oakmont Corp
California
$60.8K
BIA
2845
Bell Investment Advisors
California
$59.8K +$1.04K +26 +2%
AT
2846
Avalon Trust
New Mexico
$59.5K -$50K -1,248 -45%
CWM
2847
Compass Wealth Management
Connecticut
$58.3K
B
2848
Birchbrook
Maine
$57.1K +$40 +1 +0.1%
KFP
2849
Keener Financial Planning
Texas
$57K
MFT
2850
Moisand Fitzgerald Tamayo
Florida
$56.4K -$3.97K -99 -7%

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.