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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
OPERF
376
Oregon Public Employees Retirement Fund
Oregon
$22.9M -$259K -6,460 -1%
GIBU
377
Gulf International Bank (UK)
United Kingdom
$22.1M -$1.03M -25,746 -4%
CAG
378
Crestwood Advisors Group
Massachusetts
$21.6M +$120K +2,989 +0.6%
SPIA
379
Steward Partners Investment Advisory
New York
$21.2M -$1.3M -32,490 -6%
CIA
380
Capital Investment Advisors
Georgia
$21.1M -$33.1K -825 -0.2%
DWM
381
Dakota Wealth Management
Florida
$21.1M +$13.7M +341,663 +180%
HCM
382
Hutchinson Capital Management
California
$21.1M -$108K -2,690 -0.5%
OC
383
Oppenheimer & Co
New York
$21M -$845K -21,094 -4%
CIS
384
Capital International Sarl
California
$21M +$2.87M +71,608 +16%
TI
385
Trexquant Investment
Connecticut
$20.9M +$3.44M +85,712 +19%
TAM
386
Taurus Asset Management
New York
$20.7M -$1M -25,000 -5%
PAG
387
Private Advisor Group
New Jersey
$20.6M -$952K -23,742 -4%
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$20.4M +$138K +3,450 +0.7%
SF
389
Synovus Financial
Georgia
$20.4M -$2.99M -74,724 -13%
RFA
390
Rollins Financial Advisors
New York
$20.4M -$4.69K -117 -0%
BPA
391
Beacon Pointe Advisors
California
$20.4M -$899K -22,426 -4%
TBC
392
Tweedy, Browne Co
Connecticut
$20.1M -$329K -8,205 -2%
IC
393
Inscription Capital
Texas
$20.1M -$1.92M -47,832 -9%
RMDI
394
R.M. Davis Inc
Maine
$19.9M +$1.32M +32,999 +7%
Fidelity International
395
Fidelity International
Bermuda
$19.9M +$522K +13,030 +3%
Pacer Advisors
396
Pacer Advisors
Pennsylvania
$19.9M +$643K +16,032 +3%
MGIA
397
Matthew Goff Investment Advisor
Texas
$19.8M +$80.2K +2,000 +0.4%
C
398
Certuity
Florida
$19.8M -$7.62K -190 -0%
MA
399
Montag & Associates
Georgia
$19.8M +$289K +7,208 +1%
CA
400
Cornerstone Advisors
North Carolina
$19.6M +$1.46M +36,400 +8%

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.