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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
LIA
526
LS Investment Advisors
Michigan
$11.3M -$131K -3,274 -1%
SCM
527
Shorepath Capital Management
Utah
$11.2M -$535K -13,340 -4%
NIM
528
NEOS Investment Management
Connecticut
$11.2M +$1.03M +25,623 +10%
NFC
529
Northeast Financial Consultants
Connecticut
$11.2M -$4.52M -112,844 -29%
FCH
530
Freestone Capital Holdings
Washington
$11.1M -$392K -9,788 -3%
SCM
531
Shelton Capital Management
Colorado
$11.1M +$2.72M +67,805 +32%
PHM
532
Prospect Hill Management
New Jersey
$11.1M -$1.15M -28,750 -9%
HWM
533
HB Wealth Management
Georgia
$11.1M -$437K -10,909 -4%
CIA
534
CCM Investment Advisers
South Carolina
$11.1M -$362K -9,023 -3%
JCM
535
Janney Capital Management
Pennsylvania
$11.1M -$27K -674 -0.2%
TSW
536
Thompson Siegel & Walmsley
Virginia
$11.1M -$457K -11,412 -4%
GC
537
Grimes & Company
Massachusetts
$11M -$94.7K -2,363 -0.8%
NB
538
Norinchukin Bank
Japan
$11M +$1.49M +37,201 +15%
NAS
539
NWF Advisory Services
California
$11M -$2.36M -58,763 -18%
SAM
540
Synergy Asset Management
Washington
$11M +$6.92M +172,633 +167%
RAM
541
RedJay Asset Management
Ontario, Canada
$10.9M -$1M -25,000 -8%
VSI
542
Verde Servicos Internacionais
Brazil
$10.9M +$11M +274,200 New
HFS
543
Hantz Financial Services
Michigan
$10.9M -$775K -19,343 -7%
CIP
544
Chartwell Investment Partners
Pennsylvania
$10.9M -$168K -4,194 -2%
Assenagon Asset Management
545
Assenagon Asset Management
Luxembourg
$10.9M +$924K +23,054 +9%
BCM
546
Becker Capital Management
Oregon
$10.8M -$4.33M -108,014 -28%
BHCM
547
Brevan Howard Capital Management
Jersey
$10.8M -$2.74M -68,337 -20%
BFS
548
Bradley Foster & Sargent
Connecticut
$10.7M -$213K -5,326 -2%
BCM
549
Blume Capital Management
California
$10.7M -$19.6K -490 -0.2%
IGAM
550
iA Global Asset Management
Quebec, Canada
$10.7M +$7.9M +197,074 +273%

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.