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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 %
ACL
3051
Applied Capital LLC
Florida
– -$205K -5,150 Closed
WAM
3052
Winslow Asset Management
Ohio
– -$203K -5,101 Closed
BAM
3053
Bosun Asset Management
Illinois
– -$203K -5,100 Closed
LWM
3054
Laidlaw Wealth Management
New York
– -$203K -5,098 Closed
KFS
3055
Kelly Financial Services
Massachusetts
– -$185K -4,640 Closed
WIA
3056
Wetzel Investment Advisors
Indiana
– -$159K -4,183 Closed
NFSG
3057
Newbridge Financial Services Group
Florida
– -$161K -4,055 Closed
CB
3058
Chris Bulman
California
– -$138K -3,472 Closed
LIA
3059
Lynx Investment Advisory
District of Columbia
– -$89.6K -2,253 Closed
SA
3060
Scarborough Advisors
Maryland
– -$87.3K -2,194 Closed
RWMG
3061
Redwood Wealth Management Group
New Jersey
– -$75.9K -1,908 Closed
CBT
3062
Central Bank & Trust
Kentucky
– -$75.2K -1,892 Closed
VAG
3063
VisionPoint Advisory Group
Texas
– -$75K -1,886 Closed
EC
3064
EntryPoint Capital
New York
– -$66K -1,659 Closed
TCCM
3065
Timber Creek Capital Management
Massachusetts
– -$63.9K -1,605 Closed
FF
3066
Friedenthal Financial
New Jersey
– -$53.5K -1,346 Closed
CP
3067
Camelot Portfolios
Ohio
– -$49.8K -1,251 Closed
FW
3068
Fairway Wealth
Ohio
– -$26.7K -671 Closed
EFMH
3069
E Fund Management (HK)
Hong Kong
– -$21K -538 Closed
CC
3070
Cultivar Capital
Texas
– -$20.1K -506 Closed
WCAMG
3071
Woodard & Company Asset Management Group
North Carolina
– -$12.9K -325 Closed
SP
3072
SWS Partners
Ohio
– -$12.2K -306 Closed
NC
3073
NewSquare Capital
Pennsylvania
– -$9.74K -245 Closed
CC
3074
Cypress Capital
Tennessee
– -$7.95K -200 Closed
AFWM
3075
Abich Financial Wealth Management
Virginia
– -$6.98K -176 Closed
120 121 122
123
124