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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
JEST
476
JTC Employer Solutions Trustee
Jersey
$13.8M -$240K -6,000 -2%
CWG
477
Cornerstone Wealth Group
North Carolina
$13.8M +$42.4K +1,058 +0.3%
PR
478
Payden & Rygel
California
$13.6M +$12M +298,500 +669%
CCM
479
Cinctive Capital Management
New York
$13.6M +$13.7M +342,211 New
CIS
480
Connors Investor Services
Pennsylvania
$13.5M -$811K -20,235 -6%
AAA
481
Adams Asset Advisors
Texas
$13.4M -$152K -3,785 -1%
MGP
482
Metis Global Partners
California
$13.4M +$41K +1,023 +0.3%
AAM
483
Auxier Asset Management
Oregon
$13.3M -$1.56K -39 -0%
PIP
484
PB Investment Partners
California
$13.2M -$92.1K -2,299 -0.7%
MAM
485
Madison Asset Management
Wisconsin
$13.2M -$1.2M -29,986 -8%
NMERB
486
New Mexico Educational Retirement Board
New Mexico
$13.2M -$569K -14,200 -4%
BA
487
Bridgewater Associates
Connecticut
$13.2M +$13.3M +331,697 New
BCV
488
Banque Cantonale Vaudoise
Switzerland
$13.1M +$8.44M +210,709 +175%
IWC
489
Integrated Wealth Concepts
Massachusetts
$13.1M -$348K -8,694 -3%
GAM
490
Griffin Asset Management
New York
$12.9M -$145K -3,630 -1%
AWS
491
Atria Wealth Solutions
New York
$12.9M -$772K -19,253 -6%
A
492
Allianz
Germany
$12.8M -$387K -9,659 -3%
VA
493
Vident Advisory
Georgia
$12.7M +$10.6M +265,093 +481%
DIA
494
Dana Investment Advisors
Wisconsin
$12.7M +$7.89M +196,892 +161%
PFS
495
Prospera Financial Services
Texas
$12.6M +$665K +16,599 +6%
SLAM
496
Swiss Life Asset Management
$12.6M -$2.37M -59,075 -16%
ECM
497
Evergreen Capital Management
Washington
$12.6M +$378K +9,441 +3%
HCM
498
Huber Capital Management
California
$12.4M +$2.4M +60,000 +24%
FCM
499
Fogel Capital Management
Florida
$12.4M -$286K -7,131 -2%
ECM
500
Estabrook Capital Management
New York
$12.4M -$125K -3,107 -1%

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.