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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
WB
701
Webster Bank
Connecticut
$6.88M -$135K -3,363 -2%
BWP
702
Baldwin Wealth Partners
Massachusetts
$6.87M +$268K +6,681 +4%
BIG
703
Boothe Investment Group
Delaware
$6.81M +$54.4K +1,358 +0.8%
ET
704
Entropy Technologies
New York
$6.76M +$2.36M +58,965 +53%
RAM
705
Roanoke Asset Management
New Jersey
$6.75M +$8.02K +200 +0.1%
HIP
706
HUB Investment Partners
Texas
$6.75M +$100K +2,500 +1%
HIC
707
Harbor Island Capital
Massachusetts
$6.75M +$30.9K +770 +0.5%
IB
708
Intrust Bank
Kansas
$6.75M +$18.9K +471 +0.3%
IIM
709
INTECH Investment Management
Florida
$6.73M -$355K -8,860 -5%
RBA
710
Richard Bernstein Advisors
New York
$6.72M
AI
711
Ariel Investments
Illinois
$6.72M -$93.2K -2,325 -1%
PIM
712
Plato Investment Management
Australia
$6.71M +$968K +24,152 +17%
PCA
713
Pallas Capital Advisors
Massachusetts
$6.69M +$1.1M +27,395 +21%
USCWA
714
U.S. Capital Wealth Advisors
Texas
$6.68M -$640K -15,964 -9%
RDWM
715
Red Door Wealth Management
Tennessee
$6.64M +$247K +6,171 +4%
UAM
716
Unison Asset Management
Florida
$6.62M -$10.3K -257 -0.2%
WANY
717
Wealthspire Advisors (New York)
New York
$6.61M +$1.65M +41,090 +33%
LOAMS
718
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.6M -$206K -5,130 -3%
LDB
719
Lee, Danner & Bass
Tennessee
$6.59M -$25K -625 -0.4%
ACIM
720
Azimuth Capital Investment Management
Michigan
$6.59M -$151K -3,757 -2%
LFM
721
LGT Fund Management
Liechtenstein
$6.58M +$1.44M +35,909 +27%
CFD
722
Creative Financial Designs
Indiana
$6.52M +$465K +11,612 +8%
S
723
SignatureFD
Georgia
$6.52M -$310K -7,735 -4%
RMSCM
724
R.M. Sincerbeaux Capital Management
New York
$6.52M +$11.4K +284 +0.2%
SLI
725
Sumitomo Life Insurance
Japan
$6.47M +$438K +10,921 +7%

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.