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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
LFG
276
Lazard Frères Gestion
France
$42.5M -$7.79M -194,302 -15%
SM
277
Salzhauer Michael
$41.7M +$17.6M +437,905 +71%
AH
278
Allen Holding
New York
$41.7M
WF
279
Welch & Forbes
Massachusetts
$41.6M +$243K +6,061 +0.6%
NAM
280
Nissay Asset Management
Japan
$40.6M -$15.2M -378,157 -27%
O
281
Ossiam
France
$40.4M +$33.1M +825,041 +426%
EB
282
Eastern Bank
Massachusetts
$40.3M +$36.4M +907,477 +835%
CLGM
283
Capitolis Liquid Global Markets
New York
$40.2M +$15.1M +377,500 +59%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$40.2M +$2.53M +63,038 +7%
AFCM
285
Applied Finance Capital Management
Puerto Rico
$40M -$1.12M -27,974 -3%
CFG
286
Citizens Financial Group
Rhode Island
$40M +$11.9M +298,003 +42%
NYLIM
287
New York Life Investment Management
New York
$39.8M -$1.58M -39,500 -4%
YCM
288
Yousif Capital Management
Michigan
$39.4M -$924K -23,047 -2%
GC
289
Giverny Capital
Quebec, Canada
$39.3M +$158K +3,933 +0.4%
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$38.9M -$89.4K -2,231 -0.2%
X
291
Xponance
Pennsylvania
$38.8M +$398K +9,928 +1%
Pathstone Holdings
292
Pathstone Holdings
New Jersey
$38.8M -$1.54M -38,472 -4%
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$38.6M -$3.49M -86,965 -8%
CFB
294
Cullen/Frost Bankers
Texas
$38.2M +$1.2M +29,838 +3%
Squarepoint
295
Squarepoint
New York
$38.1M -$4.57M -113,983 -11%
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$38.1M +$5.74M +143,301 +18%
NAM
297
NorthCrest Asset Manangement
Minnesota
$37.8M -$1.5M -37,521 -4%
Acadian Asset Management
298
Acadian Asset Management
Massachusetts
$37.2M +$15.2M +379,046 +68%
TAM
299
Todd Asset Management
Kentucky
$36.4M -$223K -5,567 -0.6%
QCM
300
QRG Capital Management
Illinois
$35.6M +$1.27M +31,807 +4%

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.