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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
AAS
426
Avantax Advisory Services
Texas
$17.4M +$945K +23,575 +6%
MSU
427
Mizuho Securities USA
New York
$17.4M -$3.48M -86,840 -17%
PMAM
428
Picton Mahoney Asset Management
Ontario, Canada
$17.3M +$15.4M +384,368 +732%
JMFC
429
J.M. Forbes & Co
Massachusetts
$17.3M -$87.2K -2,175 -0.5%
DIA
430
Davidson Investment Advisors
Montana
$17.2M -$4.63M -115,409 -21%
DADC
431
D.A. Davidson & Co
Montana
$17.2M +$250K +6,233 +1%
GIM
432
Grassi Investment Management
California
$17.1M -$337K -8,400 -2%
RGC
433
Redwood Grove Capital
California
$17M +$2.54M +63,307 +17%
EAM
434
Exane Asset Management
France
$17M +$17.2M +428,025 New
SAM
435
SP Asset Management
California
$17M -$899K -22,437 -5%
HIMCH
436
Hartford Investment Management Co (HIMCO)
Connecticut
$16.9M -$440K -10,982 -3%
WBG
437
Wharton Business Group
Pennsylvania
$16.7M +$2.65M +66,131 +19%
FLPIM
438
F.L. Putnam Investment Management
Massachusetts
$16.6M -$1.7M -42,309 -9%
1832 Asset Management
439
1832 Asset Management
Ontario, Canada
$16.6M -$230M -5,733,117 -93%
TC
440
TownSquare Capital
Utah
$16.5M -$1.21M -30,215 -7%
PF
441
Phoenix Financial
Israel
$16.3M +$1.45M +36,206 +10%
WAS
442
Wesleyan Assurance Society
United Kingdom
$16.3M +$104K +2,600 +0.6%
KIA
443
KCM Investment Advisors
California
$16.1M -$408K -10,184 -2%
SQA
444
Simon Quick Advisors
New Jersey
$16.1M -$1.24M -31,045 -7%
AHB
445
Abner Herrman & Brock
New Jersey
$15.7M +$678K +16,909 +4%
IC
446
IEQ Capital
California
$15.7M +$3.57M +89,121 +29%
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$15.6M -$829K -20,685 -5%
MSRPS
448
Maryland State Retirement & Pension System
Maryland
$15.5M -$5.52M -137,815 -26%
AAMU
449
AEGON Asset Management (UK)
United Kingdom
$15.5M +$15.6M +389,709 New
AAP
450
Aristotle Atlantic Partners
Florida
$15.5M +$494K +12,318 +3%

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.