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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
SWP
501
Stratos Wealth Partners
Ohio
$12.1M +$356K +8,885 +3%
WT
502
Washington Trust
Rhode Island
$12M -$526K -13,114 -4%
HRC
503
Hoertkorn Richard Charles
$12M -$219K -5,457 -2%
LW
504
Linscomb Wealth
Texas
$12M -$383K -9,564 -3%
CCM
505
Chilton Capital Management
Texas
$12M +$32.5K +810 +0.3%
NPT
506
Nixon Peabody Trust
Massachusetts
$11.9M +$55.6K +1,387 +0.5%
BF
507
BOK Financial
Oklahoma
$11.8M -$416K -10,371 -3%
LF
508
Longbow Finance
Switzerland
$11.8M -$2.59M -64,516 -18%
AIA
509
Allied Investment Advisors
Montana
$11.7M +$102K +2,544 +0.9%
AP
510
Appleton Partners
Massachusetts
$11.7M -$237K -5,915 -2%
YC
511
Yarbrough Capital
Tennessee
$11.7M
TI
512
Tidal Investments
Wisconsin
$11.7M +$511K +12,748 +5%
AL
513
Arnhold LLC
New York
$11.7M -$23.2K -578 -0.2%
AUB
514
Atlantic Union Bankshares
Virginia
$11.7M +$839K +20,931 +8%
HCMT
515
Highland Capital Management (Tennessee)
Tennessee
$11.7M -$582K -14,533 -5%
VIM
516
Vinva Investment Management
Australia
$11.7M +$2.23M +55,570 +23%
JPMIA
517
J.P. Marvel Investment Advisors
Massachusetts
$11.7M -$17.1K -427 -0.1%
Lido Advisors
518
Lido Advisors
California
$11.6M +$414K +10,328 +4%
NCM
519
Novare Capital Management
North Carolina
$11.6M -$660K -16,475 -5%
ET
520
Equitable Trust
Tennessee
$11.5M -$268K -6,699 -2%
GS
521
GTS Securities
New York
$11.5M +$4.94M +123,234 +74%
CK
522
Cohen Klingenstein
New York
$11.4M +$80 +2 +0%
KOCAA
523
Knights of Columbus Asset Advisors
Connecticut
$11.4M +$10.8M +269,539 +1,469%
EOJOAM
524
E. Ohman J:or Asset Management
Sweden
$11.4M -$834K -20,800 -7%
BCM
525
Bourgeon Capital Management
Connecticut
$11.3M -$123K -3,060 -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.