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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
GT
301
Glenmede Trust
Pennsylvania
$35.4M +$2.32M +57,822 +7%
TWC
302
TD Waterhouse Canada
Ontario, Canada
$35.4M +$236K +5,899 +0.7%
MCM
303
MAI Capital Management
Ohio
$35.3M -$1.71M -42,731 -5%
CGH
304
Crossmark Global Holdings
Texas
$35.2M +$12.7M +316,901 +56%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$35.1M +$4.19M +104,615 +13%
AssetMark Inc
306
AssetMark Inc
California
$34.9M +$1.92M +47,896 +6%
SCP
307
Seizert Capital Partners
Michigan
$34.4M -$6.82M -170,050 -16%
UB
308
UMB Bank
Missouri
$33.8M -$881K -21,989 -3%
SC
309
Sculptor Capital
New York
$33.8M -$1.5M -37,345 -4%
MFIM
310
Mesirow Financial Investment Management
Illinois
$33.7M -$411K -10,256 -1%
MIF
311
Mediolanum International Funds
Ireland
$33.4M -$257K -6,406 -0.7%
PA
312
Pinnacle Associates
New York
$33.2M +$657K +16,392 +2%
MOACM
313
Mutual of America Capital Management
New York
$33M -$1.07M -26,683 -3%
AA
314
Ancora Advisors
Ohio
$32.6M +$405K +10,101 +1%
Ninety One (UK)
315
Ninety One (UK)
United Kingdom
$32.1M -$30.4M -758,531 -48%
KB
316
Kimelman & Baird
New York
$32.1M -$344K -8,591 -1%
Los Angeles Capital Management
317
Los Angeles Capital Management
California
$32M -$7.99M -199,357 -20%
SOADOR
318
State of Alaska Department of Revenue
Alaska
$31.9M +$930K +23,210 +3%
GAM
319
Groupama Asset Management
France
$31.7M -$30.9M -771,671 -44%
FMI
320
Factory Mutual Insurance
Massachusetts
$31.4M
LMIM
321
Lockheed Martin Investment Management
Maryland
$31.2M +$14.3M +356,540 +83%
TAM
322
Trillium Asset Management
Massachusetts
$31.2M -$385K -9,614 -1%
AZ
323
Aquamarine Zurich
Switzerland
$30.5M
TIAA Trust, National Association
324
TIAA Trust, National Association
North Carolina
$30.3M +$3.82M +95,330 +14%
OAM
325
Oppenheimer Asset Management
New York
$30.2M -$2.06M -51,348 -6%

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.