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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
B
551
Bailard
California
$10.6M +$104K +2,596 +1%
CIA
552
Concurrent Investment Advisors
Florida
$10.5M +$835K +20,846 +9%
AF
553
Allworth Financial
California
$10.5M +$88.9K +2,218 +0.8%
SMA
554
Sage Mountain Advisors
Georgia
$10.5M +$40.7K +1,016 +0.4%
TSS
555
Two Sigma Securities
New York
$10.5M -$7.39M -184,376 -41%
QC
556
Quadrature Capital
United Kingdom
$10.5M +$10.6M +265,192 New
TIM
557
Thompson Investment Management
Wisconsin
$10.5M +$18.7K +467 +0.2%
WAM
558
Wallington Asset Management
Indiana
$10.5M +$1.13M +28,160 +12%
EGM
559
Engineers Gate Manager
New York
$10.4M +$2.33M +58,225 +29%
JPWM
560
Jamison Private Wealth Management
Georgia
$10.3M +$285K +7,118 +3%
ATC
561
Argent Trust Co
Tennessee
$10.3M -$223K -5,571 -2%
GVAG
562
Great Valley Advisor Group
Delaware
$10.3M +$493K +12,306 +5%
AHC
563
Anderson Hoagland & Co
Missouri
$10.2M -$14.5K -363 -0.1%
WIA
564
Westbourne Investment Advisors
Maryland
$10.2M -$32.5K -811 -0.3%
PCA
565
Providence Capital Advisors
North Carolina
$10.1M +$119K +2,957 +1%
HPC
566
HM Payson & Co
Maine
$10.1M -$181K -4,514 -2%
FDP
567
Financiere des Professionnels
Quebec, Canada
$10.1M -$622K -15,518 -6%
AWCI
568
Alpine Woods Capital Investors
New York
$10.1M -$1.29M -32,106 -13%
XF
569
XML Financial
Maryland
$10M -$215K -5,353 -2%
SFS
570
Sowell Financial Services
Arkansas
$9.96M -$1.17M -29,245 -10%
EF
571
Empowered Funds
Pennsylvania
$9.91M +$947K +23,617 +10%
CWM
572
Calamos Wealth Management
Illinois
$9.87M +$8.75M +218,256 +714%
WBC
573
Westpac Banking Corp
Australia
$9.86M +$2.04M +50,862 +26%
CIC
574
Carnegie Investment Counsel
Ohio
$9.85M -$853K -21,283 -8%
TCM
575
Tufton Capital Management
Maryland
$9.77M -$356K -8,884 -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.