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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
TSWM
1026
Triangle Securities Wealth Management
North Carolina
$3M -$97K -2,420 -3%
HCA
1027
Harbour Capital Advisors
Virginia
$3M +$57.3K +1,430 +2%
BCM
1028
Bayesian Capital Management
New York
$3M -$1.78M -44,300 -37%
EWM
1029
Empirical Wealth Management
Washington
$2.99M +$200K +4,998 +7%
DIP
1030
Davis Investment Partners
North Carolina
$2.99M -$164K -4,090 -5%
BCM
1031
Brookmont Capital Management
Texas
$2.98M -$91.3K -2,277 -3%
SAM
1032
Silvercrest Asset Management
New York
$2.98M -$4.29K -107 -0.1%
SIP
1033
Stoneridge Investment Partners
Pennsylvania
$2.97M +$3M +74,777 New
SCP
1034
Shorepoint Capital Partners
Massachusetts
$2.97M -$69.8K -1,741 -2%
ACM
1035
Aster Capital Management
United Arab Emirates
$2.96M +$2.99M +74,710 New
FMI
1036
F/M Investments
District of Columbia
$2.95M -$1.27M -31,793 -30%
YIH
1037
Y-Intercept (HK)
Hong Kong
$2.94M -$360K -8,992 -11%
SACTSONJ
1038
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.94M
CRIG
1039
Charter Research & Investment Group
Connecticut
$2.93M +$114K +2,852 +4%
CWC
1040
Carolinas Wealth Consulting
North Carolina
$2.93M +$255K +6,365 +9%
MAM
1041
Mystic Asset Management
Rhode Island
$2.92M -$100K -2,507 -3%
CCA
1042
Checchi Capital Advisers
California
$2.92M +$72.1K +1,800 +3%
WIM
1043
Wittenberg Investment Management
Massachusetts
$2.92M -$1.24M -30,958 -30%
VDBMI
1044
Van Den Berg Management I
Texas
$2.92M -$4.8M -119,683 -62%
EF
1045
Exeter Financial
Arizona
$2.91M -$6.01K -150 -0.2%
BB
1046
Berkshire Bank
Massachusetts
$2.9M -$70.1K -1,748 -2%
MFS
1047
Mattson Financial Services
Michigan
$2.88M -$20K -500 -0.7%
HIC
1048
Holderness Investments Company
North Carolina
$2.88M -$37.8K -942 -1%
NL
1049
NWAM LLC
Washington
$2.87M +$2.9M +72,428 New
NB
1050
NBT Bank
New York
$2.87M -$236K -5,900 -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.