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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
MFG
901
Merit Financial Group
Georgia
$3.99M -$706K -17,609 -15%
HCM
902
Hilton Capital Management
New York
$3.98M +$4.02M +100,401 New
CIAS
903
Capital Investment Advisory Services
North Carolina
$3.95M +$56.5K +1,410 +1%
AW
904
Apricus Wealth
South Carolina
$3.95M -$252K -6,285 -6%
NP
905
NorthRock Partners
Minnesota
$3.95M +$78.8K +1,966 +2%
LCM
906
Lazari Capital Management
California
$3.94M -$219K -5,455 -5%
CCM
907
Check Capital Management
California
$3.93M -$112K -2,796 -3%
WPA
908
Winning Points Advisors
Florida
$3.93M +$5.71M +142,580 New
PP
909
Pacifica Partners
Canada
$3.92M -$17.6K -440 -0.4%
GG
910
Gleason Group
Kentucky
$3.91M -$43.5K -1,085 -1%
QI
911
Qtron Investments
Massachusetts
$3.9M +$352K +8,784 +10%
GCM
912
Gables Capital Management
Florida
$3.9M -$68.8K -1,717 -2%
PL
913
Plancorp LLC
Missouri
$3.88M -$20.9K -522 -0.5%
HVIA
914
Hudson Valley Investment Advisors
New York
$3.88M -$2.56M -63,821 -40%
MA
915
Mutual Advisors
Nebraska
$3.88M -$29K -724 -0.8%
PA
916
Procyon Advisors
Connecticut
$3.87M +$30.5K +760 +0.8%
GMA
917
Glassy Mountain Advisors
Maryland
$3.87M +$140K +3,495 +4%
PS
918
Principal Securities
Iowa
$3.85M +$525K +13,105 +16%
NW
919
NewEdge Wealth
Pennsylvania
$3.83M +$562K +14,015 +17%
BC
920
Belmont Capital
California
$3.83M -$76.9K -1,920 -2%
WT
921
Whittier Trust
California
$3.81M -$40 -1 -0%
SJIM
922
St. Johns Investment Management
Florida
$3.81M -$130K -3,244 -3%
PGAM
923
Princeton Global Asset Management
New Jersey
$3.81M +$109K +2,712 +3%
MNBTD
924
Moody National Bank Trust Division
Texas
$3.81M +$561K +14,004 +17%
1SB
925
1ST Source Bank
Indiana
$3.8M -$20.4K -509 -0.5%

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.