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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
LNWWM
676
Laird Norton Wetherby Wealth Management
California
$7.62M -$12.1K -301 -0.2%
RWA
677
River Wealth Advisors
Pennsylvania
$7.57M +$170K +4,239 +2%
FAM
678
Fred Alger Management
New York
$7.55M +$134K +3,335 +2%
LWCFA
679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.55M +$5.66M +141,197 +394%
UE
680
Unisphere Establishment
Liechtenstein
$7.54M +$7.61M +190,000 New
CG
681
Caprock Group
Idaho
$7.49M -$308K -7,686 -4%
DA
682
DCM Advisors
New York
$7.41M -$51.1K -1,275 -0.7%
FA
683
Fagan Associates
New York
$7.36M +$85.9K +2,144 +1%
FNT
684
First National Trust
Pennsylvania
$7.35M +$12.7K +317 +0.2%
SC
685
Searle & Co
Connecticut
$7.34M -$2.07M -51,653 -22%
LFAS
686
Level Four Advisory Services
Texas
$7.31M +$2.58M +64,367 +58%
SAM
687
Socorro Asset Management
Texas
$7.22M -$617K -15,406 -8%
FC
688
Fusion Capital
South Carolina
$7.19M +$91.3K +2,278 +1%
VFM
689
Viking Fund Management
North Dakota
$7.14M
FTWA
690
Fifth Third Wealth Advisors
Ohio
$7.13M +$1.39M +34,718 +24%
FT
691
Fiduciary Trust
Massachusetts
$7.06M +$755K +18,850 +12%
NIP
692
Nicholas Investment Partners
California
$7.04M
VI
693
Vestcor Inc
New Brunswick, Canada
$7.02M +$172K +4,300 +2%
SC
694
Stolper & Co
Oklahoma
$7.01M -$38.2K -953 -0.5%
LCM
695
Laurion Capital Management
New York
$6.99M +$5.82M +145,165 +467%
LG
696
Leuthold Group
Minnesota
$6.98M +$994K +24,804 +16%
FHB
697
First Hawaiian Bank
Hawaii
$6.92M -$233K -5,805 -3%
RWM
698
Ritholtz Wealth Management
New York
$6.91M -$645K -16,093 -8%
WS
699
Wedbush Securities
California
$6.91M -$1.36M -34,014 -16%
PE
700
Point72 Europe
United Kingdom
$6.9M -$9.59M -239,182 -58%

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.