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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
DILIC
451
Dai-ichi Life Insurance Company
Japan
$15.4M -$10.5K -262 -0.1%
XWM
452
Xcel Wealth Management
Florida
$15.3M +$206K +5,147 +1%
RIM
453
Rakuten Investment Management
Japan
$15.3M +$3.77M +93,993 +32%
HCP
454
Holt Capital Partners
Texas
$15.2M +$13.2M +330,030 +610%
RFC
455
Regions Financial Corp
Alabama
$15.2M -$1.51M -37,679 -9%
LOPW
456
Live Oak Private Wealth
North Carolina
$15.2M -$45.3K -1,131 -0.3%
HV
457
HST Ventures
Utah
$15.1M +$15.2M +380,498 New
ABC
458
Associated Banc-Corp
Wisconsin
$15.1M +$172K +4,286 +1%
LSERS
459
Louisiana State Employees Retirement System
Louisiana
$15.1M -$192K -4,800 -1%
DCM
460
Dupont Capital Management
Delaware
$15.1M
CI
461
Capital International
California
$14.9M +$110K +2,741 +0.7%
SAM
462
Securian Asset Management
Minnesota
$14.8M -$715K -17,843 -5%
DC
463
Davenport & Co
Virginia
$14.8M -$23.2K -579 -0.2%
KA
464
KLCM Advisors
Wisconsin
$14.8M -$8.22M -205,168 -36%
SC
465
Savant Capital
Illinois
$14.8M +$431K +10,757 +3%
QT
466
Quantbot Technologies
New York
$14.7M +$14.9M +370,901 New
GF
467
Gabelli Funds
New York
$14.5M -$3.22M -80,300 -18%
SCM
468
Stanley Capital Management
Texas
$14.5M
Holocene Advisors
469
Holocene Advisors
New York
$14.5M -$76.5M -1,908,497 -84%
LA
470
LBP AM
France
$14.4M +$9.42M +235,055 +182%
UAS
471
United Asset Strategies
New York
$14.3M +$134K +3,351 +0.9%
MIA
472
MMBG Investment Advisors
Florida
$14.2M -$889K -22,185 -6%
ACM
473
Aquatic Capital Management
Illinois
$14M +$14.2M +353,500 New
BHIA
474
Birch Hill Investment Advisors
Massachusetts
$14M -$978K -24,393 -6%
CIM
475
Caldwell Investment Management
Ontario, Canada
$13.8M

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.