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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
PDL
826
Portfolio Design Labs
California
$4.72M +$493K +12,307 +12%
CWM
827
Concentric Wealth Management
California
$4.71M -$7.97K -199 -0.2%
XT
828
XTX Topco
Cayman Islands
$4.7M +$486K +12,138 +11%
HCP
829
Hardin Capital Partners
South Carolina
$4.7M -$199K -4,956 -4%
CFSG
830
Community Financial Services Group
Vermont
$4.66M +$47.2K +1,177 +1%
CFLC
831
California First Leasing Corp
California
$4.66M
WIA
832
World Investment Advisors
California
$4.64M +$2.18M +54,302 +87%
EH
833
Equitable Holdings
New York
$4.64M +$73.1K +1,824 +2%
CAM
834
Carret Asset Management
New York
$4.63M -$185K -4,620 -4%
PA
835
Profund Advisors
Maryland
$4.62M +$581K +14,500 +14%
APP
836
Avantax Planning Partners
Iowa
$4.62M -$1.76M -43,950 -27%
MAS
837
Meeder Advisory Services
Ohio
$4.61M -$275K -6,868 -6%
SAM
838
Sompo Asset Management
Japan
$4.6M +$47.3K +1,180 +1%
BCFD
839
Boit C.F. David
$4.6M -$48.1K -1,200 -1%
PIM
840
Penobscot Investment Management
Massachusetts
$4.58M -$208K -5,200 -4%
PWP
841
Principle Wealth Partners
Connecticut
$4.57M -$59.1K -1,475 -1%
CCM
842
Coldstream Capital Management
Washington
$4.56M +$444K +11,075 +11%
KAM
843
Knightsbridge Asset Management
California
$4.54M -$3.81K -95 -0.1%
DAS
844
Dynamic Advisor Solutions
Arizona
$4.54M -$191K -4,762 -4%
ADIM
845
Alpha DNA Investment Management
Maryland
$4.54M +$1.65M +41,056 +56%
MWM
846
Mission Wealth Management
California
$4.52M +$768K +19,164 +20%
BHWM
847
Bar Harbor Wealth Management
New Hampshire
$4.52M -$83.2K -2,076 -2%
CAMG
848
CWA Asset Management Group
Florida
$4.5M +$4.55M +113,493 New
CTA
849
Chesley Taft & Associates
Illinois
$4.49M -$99.8K -2,490 -2%
SA
850
Shilanski & Associates
Alaska
$4.48M -$38.3K -956 -0.8%

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.