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Bank of America
BAC

Overview Fund Activity

2,957 hedge funds and large institutions have $215B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,140 increasing their positions, 1,278 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,957
Holders Change
+34
Holders Change %
+1.16%
% of All Funds
42.77%
Holding in Top 10
92
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.02%
% of All Funds
1.33%
New
189
Increased
1,140
Reduced
1,278
Closed
120
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$22.7M

Top Buyers

1
BlackRock
BlackRock
New York
$20B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.39B
3
Viking Global Investors
Viking Global Investors
Connecticut
$792M
4
Vanguard Group
Vanguard Group
Pennsylvania
$26.2B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$498M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$31.7B
2
Citadel Advisors
Citadel Advisors
Florida
$170M
3
APG Asset Management
APG Asset Management
Netherlands
$49.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$7.56B
5
Dodge & Cox
Dodge & Cox
California
$2.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
3001
AM Investment Strategies
Tennessee
– -$657K -16,528 Closed
CIC
3002
Cornercap Investment Counsel
Georgia
– -$655K -16,481 Closed
SWS
3003
SYSTM Wealth Solutions
Illinois
– -$639K -16,067 Closed
DPIM
3004
Duff & Phelps Investment Management
Illinois
– -$628K -15,783 Closed
TCWM
3005
Total Clarity Wealth Management
Illinois
– -$472K -11,858 Closed
CA
3006
Crewe Advisors
Utah
– -$450K -11,308 Closed
TC
3007
TradeLink Capital
Illinois
– -$410K -10,300 Closed
GCIM
3008
Gunn & Company Investment Management
Florida
– -$409K -10,289 Closed
RWA
3009
Redhawk Wealth Advisors
Minnesota
– -$393K -9,878 Closed
RC
3010
Rovin Capital
Arizona
– -$382K -9,604 Closed
LHC
3011
Little House Capital
Massachusetts
– -$372K -9,347 Closed
AFP
3012
Alpha Financial Partners
Kentucky
– -$345K -8,678 Closed
E3F
3013
Eight 31 Financial
Texas
– -$326K -8,189 Closed
RFG
3014
Range Financial Group
Oregon
– -$325K -8,183 Closed
UCMOK
3015
United Capital Management of KS
Kansas
– -$317K -7,967 Closed
WA
3016
WP Advisors
California
– -$313K -7,863 Closed
A
3017
AJOVista
Massachusetts
– -$299K -7,522 Closed
WWM
3018
Wagner Wealth Management
South Carolina
– -$298K -7,483 Closed
AAM
3019
Ameraudi Asset Management
New York
– -$290K -7,300 Closed
SLT
3020
St Louis Trust
Missouri
– -$283K -7,124 Closed
SSWM
3021
Strait & Sound Wealth Management
California
– -$282K -7,088 Closed
SCM
3022
Spreng Capital Management
Ohio
– -$277K -6,954 Closed
IFO
3023
Independent Family Office
New York
– -$271K -6,815 Closed
OHWA
3024
Oak Hill Wealth Advisors
Virginia
– -$267K -6,713 Closed
OWMIAS
3025
One Wealth Management Investment & Advisory Services
Florida
– -$262K -6,594 Closed
119 120
121
122 123