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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
GWM
876
Glass Wealth Management
Texas
$4.21M -$53.4K -1,332 -1%
CAL
877
Capital Analysts LLC
Pennsylvania
$4.21M +$342K +8,523 +9%
MOS
878
MGO One Seven
Ohio
$4.21M -$153K -3,819 -3%
GCC
879
Game Creek Capital
Massachusetts
$4.21M -$220K -5,500 -5%
SCA
880
Stieven Capital Advisors
Missouri
$4.2M -$40.1K -1,000 -0.9%
CCT
881
Chemung Canal Trust
New York
$4.18M -$190K -4,749 -4%
DAS
882
Diversify Advisory Services
Utah
$4.18M -$355K -8,851 -8%
DEA
883
DoubleLine ETF Adviser
Florida
$4.17M -$369K -9,209 -8%
WWA
884
WCG Wealth Advisors
Nevada
$4.12M +$1.48M +36,968 +55%
KLCM
885
KG&L Capital Management
Louisiana
$4.12M +$377K +9,414 +10%
CW
886
CreativeOne Wealth
Kansas
$4.11M +$63.7K +1,590 +2%
CT
887
Chicago Trust
Illinois
$4.1M -$115K -2,875 -3%
HIA
888
Harbor Investment Advisory
Maryland
$4.09M -$32.3K -806 -0.8%
CWM
889
Chemistry Wealth Management
New York
$4.08M -$280K -6,981 -6%
PAM
890
Paradigm Asset Management
New York
$4.08M
IAA
891
Ironsides Asset Advisors
North Carolina
$4.06M +$6.13K +153 +0.1%
FM
892
Family Management
New York
$4.05M +$151K +3,761 +4%
HCM
893
Harvey Capital Management
Florida
$4.04M -$2.2M -54,825 -35%
SCM
894
Silvant Capital Management
Georgia
$4.03M -$484K -12,067 -11%
IA
895
Icon Advisers
Colorado
$4.03M
MCM
896
Mengis Capital Management
Oregon
$4.02M -$178K -4,447 -4%
HCM
897
Hodges Capital Management
Texas
$4.01M -$340K -8,472 -8%
WAM
898
Weinberger Asset Management
California
$4.01M -$51.9K -1,296 -1%
CFIA
899
Cantor Fitzgerald Investment Advisors
New York
$4M +$13.2K +330 +0.3%
AFM
900
Abbot Financial Management
Massachusetts
$4M +$37.4K +934 +0.9%

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.