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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
WAAG
1001
Wealth Alliance Advisory Group
Kansas
$3.25M -$30.8K -768 -0.9%
WWM
1002
Western Wealth Management
Colorado
$3.25M +$9.18K +229 +0.3%
PTC
1003
Private Trust Company
Ohio
$3.25M +$125K +3,131 +4%
GIA
1004
Gladstone Institutional Advisory
Florida
$3.24M +$1.33M +33,205 +68%
CFO
1005
Callan Family Office
Pennsylvania
$3.23M +$3.27M +81,518 New
ACH
1006
ArrowMark Colorado Holdings
Colorado
$3.23M -$200K -5,000 -6%
RC
1007
Roundview Capital
New Jersey
$3.21M +$4.57K +114 +0.1%
GBT
1008
Grove Bank & Trust
Florida
$3.2M +$397K +9,913 +14%
IFWM
1009
Institute for Wealth Management
Colorado
$3.19M -$47.5K -1,184 -1%
TAM
1010
Trust Asset Management
Texas
$3.17M -$102K -2,537 -3%
PCA
1011
Peddock Capital Advisors
Massachusetts
$3.14M +$51.5K +1,286 +2%
CBB
1012
Citizens Business Bank
California
$3.14M -$30.1K -750 -0.9%
PPW
1013
Parcion Private Wealth
Washington
$3.12M -$14K -350 -0.4%
SBIA
1014
Sheaff Brock Investment Advisors
Indiana
$3.11M -$537K -13,401 -15%
RMAM
1015
Raab & Moskowitz Asset Management
New Jersey
$3.1M +$51.3K +1,281 +2%
MWA
1016
Meridian Wealth Advisors
Texas
$3.08M +$89.1K +2,222 +3%
AIM
1017
Avity Investment Management
Connecticut
$3.08M +$284K +7,075 +10%
Kayne Anderson Rudnick Investment Management
1018
Kayne Anderson Rudnick Investment Management
California
$3.06M +$412K +10,274 +15%
ACM
1019
Advisors Capital Management
New Jersey
$3.04M +$163K +4,056 +6%
SC
1020
Skylands Capital
Wisconsin
$3.04M -$233K -5,825 -7%
PWCM
1021
Processus Wealth & Capital Management
Tennessee
$3.03M -$331K -8,262 -10%
ICP
1022
Ironvine Capital Partners
Nebraska
$3.02M
LAM
1023
Lakewood Asset Management
Illinois
$3.02M -$342K -8,541 -10%
GIM
1024
Guardian Investment Management
California
$3.01M -$2.45M -61,025 -45%
CTA
1025
Colonial Trust Advisors
South Carolina
$3M +$271K +6,772 +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.