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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
CAAS
976
Capital Asset Advisory Services
Michigan
$3.45M +$1.4K +35 +0%
NSEDCP
977
NJ State Employees Deferred Compensation Plan
New Jersey
$3.44M
AIM
978
Anchor Investment Management
South Carolina
$3.43M -$574K -14,331 -14%
GL
979
Graypoint LLC
New York
$3.41M +$52.9K +1,320 +2%
WIS
980
Wright Investors Service
Connecticut
$3.41M -$9.58K -239 -0.3%
DWT
981
Dorsey & Whitney Trust
South Dakota
$3.4M -$26.8K -669 -0.8%
DCM
982
Delta Capital Management
New Jersey
$3.38M -$2.81K -70 -0.1%
KA
983
Kerrisdale Advisers
Florida
$3.38M -$2.01M -50,125 -37%
BFA
984
Beaumont Financial Advisors
Massachusetts
$3.37M -$19.9K -496 -0.6%
DJYG
985
David J. Yvars Group
Florida
$3.37M -$694K -17,319 -17%
QCG
986
Quadrant Capital Group
Ohio
$3.36M -$46.5K -1,159 -1%
MVA
987
Mount Vernon Associates
Maryland
$3.34M +$116K +2,900 +4%
FCI
988
Financial Counselors Inc
Kansas
$3.33M +$984K +24,552 +41%
BJL
989
Brighton Jones LLC
Washington
$3.32M -$246K -6,126 -7%
BIA
990
Beacon Investment Advisors
Maryland
$3.32M +$4.25K +106 +0.1%
BCM
991
Birmingham Capital Management
Alabama
$3.32M
TC
992
TwinBeech Capital
New York
$3.32M -$29.2M -728,415 -90%
KFC
993
Klingenstein Fields & Co
New York
$3.31M -$13.4K -334 -0.4%
BMC
994
Beaton Management Company
Massachusetts
$3.28M
CANC
995
Culbertson A N & Co
Virginia
$3.28M -$8.02K -200 -0.2%
LWMM
996
Legacy Wealth Management (Mississippi)
Mississippi
$3.27M
MWM
997
Modera Wealth Management
New Jersey
$3.26M -$14.2K -354 -0.4%
CIA
998
Cohen Investment Advisors
New Hampshire
$3.26M +$360K +8,989 +12%
CGIM
999
Capital Group Investment Management
Singapore
$3.26M +$81.8K +2,041 +3%
AIA
1000
Affinity Investment Advisors
California
$3.26M -$42.8K -1,069 -1%

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.