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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
TBA
1051
Tower Bridge Advisors
Pennsylvania
$2.87M -$136K -3,400 -4%
PCG
1052
Prosperity Consulting Group
Maryland
$2.87M +$769K +19,199 +36%
UB
1053
Umpqua Bank
Oregon
$2.86M -$102K -2,546 -3%
TW
1054
TritonPoint Wealth
Maryland
$2.86M -$170K -4,241 -6%
BG
1055
BDF Gestion
France
$2.85M
FWP
1056
FAS Wealth Partners
Kansas
$2.84M +$15.1K +376 +0.5%
OWIM
1057
Old West Investment Management
California
$2.84M
SCA
1058
Stonebridge Capital Advisors
Minnesota
$2.83M -$36.8K -919 -1%
SM
1059
Sciencast Management
New Jersey
$2.82M +$2.85M +71,183 New
LWM
1060
Lodestone Wealth Management
Washington
$2.82M +$1.68K +42 +0.1%
CA
1061
Cullinan Associates
Kentucky
$2.81M +$457K +11,400 +20%
BEW
1062
Burton Enright Welch
California
$2.8M -$78K -1,945 -3%
HSA
1063
HBK Sorce Advisory
Pennsylvania
$2.79M -$262K -6,533 -8%
CI
1064
Cigna Investments
Connecticut
$2.79M -$26.6K -664 -0.9%
PWMAG
1065
Pinnacle Wealth Management Advisory Group
New Jersey
$2.79M -$60.7K -1,514 -2%
JIP
1066
Jaffetilchin Investment Partners
Florida
$2.79M -$24.3K -606 -0.9%
SVWAG
1067
Sound View Wealth Advisors Group
Georgia
$2.78M +$205K +5,115 +8%
SHFA
1068
SS&H Financial Advisors
Michigan
$2.77M
MWM
1069
Massachusetts Wealth Management
Massachusetts
$2.76M -$78.6K -1,960 -3%
LOAME
1070
Lombard Odier Asset Management (Europe)
United Kingdom
$2.75M +$24.6K +614 +0.9%
CA
1071
Commerzbank Aktiengesellschaft
Germany
$2.75M +$181K +4,504 +7%
QCM
1072
Qsemble Capital Management
New York
$2.74M +$1.09M +27,153 +65%
ADL
1073
Asset Dedication LLC
California
$2.74M -$863K -21,536 -24%
SWM
1074
Spire Wealth Management
Virginia
$2.73M +$6.73K +168 +0.2%
DTL
1075
Dynamic Technology Lab
Singapore
$2.72M +$2.75M +68,628 New

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.