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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
MLIC
801
Mandatum Life Insurance Company
Finland
$5.08M
PMSA
802
Patrick M. Sweeney & Associates
Illinois
$5.03M -$81.2K -2,027 -2%
AIM
803
Aigen Investment Management
New York
$5.02M +$5.07M +126,426 New
BCM
804
Bretton Capital Management
California
$5M +$5.05M +126,000 New
RWP
805
RWA Wealth Partners
Massachusetts
$4.99M +$546K +13,629 +12%
SFM
806
Signet Financial Management
New Jersey
$4.96M -$16.3K -407 -0.3%
LPT
807
Legacy Private Trust
Wisconsin
$4.92M +$185K +4,613 +4%
CA
808
Clearstead Advisors
Ohio
$4.92M -$17.6K -438 -0.4%
GCA
809
Greenwood Capital Associates
South Carolina
$4.89M +$226K +5,647 +5%
MC
810
Moors & Cabot
Massachusetts
$4.89M -$213K -5,305 -4%
CIP
811
Capital Insight Partners
Arizona
$4.88M -$35.4K -884 -0.7%
HI
812
Horizon Investments
North Carolina
$4.87M -$415K -10,363 -8%
ACM
813
Altrius Capital Management
North Carolina
$4.83M -$61.7K -1,540 -1%
AP
814
Americana Partners
Texas
$4.81M -$91.6K -2,285 -2%
SCA
815
Snowden Capital Advisors
New York
$4.8M -$51.1K -1,274 -1%
AF
816
Arrow Financial
New York
$4.79M +$70.7K +1,763 +1%
BFIC
817
Bedell Frazier Investment Counselling
California
$4.77M +$23.6K +588 +0.5%
SSWM
818
Smith Salley Wealth Management
North Carolina
$4.77M +$494K +12,317 +11%
GWM
819
Graybill Wealth Management
Illinois
$4.76M +$59.7K +1,490 +1%
SCM
820
SOL Capital Management
Maryland
$4.75M -$80.2K -2,000 -2%
CCM
821
Consolidated Capital Management
California
$4.75M +$88.4K +2,206 +2%
RT
822
Rockland Trust
Massachusetts
$4.75M +$15.2K +379 +0.3%
AAB
823
ABN AMRO Bank
Netherlands
$4.74M +$3.35M +83,600 +226%
DA
824
DCF Advisers
Connecticut
$4.74M -$234K -5,850 -5%
PCM
825
Parsons Capital Management
Rhode Island
$4.73M +$450K +11,230 +10%

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.