We are live on ! Find out more
BAC icon

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
IP
1076
Interval Partners
New York
$2.71M -$25.7M -640,062 -90%
TCA
1077
Transcend Capital Advisors
New Jersey
$2.71M -$66.2K -1,651 -2%
BO
1078
Bank OZK
Arkansas
$2.71M +$31.2K +779 +1%
SYBT
1079
Stock Yards Bank & Trust
Kentucky
$2.71M -$397K -9,910 -13%
CT
1080
Caldwell Trust
Florida
$2.71M -$7.05K -176 -0.3%
ISWM
1081
Independent Solutions Wealth Management
New York
$2.7M -$90.3K -2,253 -3%
NW
1082
Naviter Wealth
Arkansas
$2.69M -$148K -3,692 -5%
AC
1083
AlphaCore Capital
California
$2.69M +$922 +23 +0%
SAI
1084
Systematic Alpha Investments
New Jersey
$2.68M
SF
1085
Slagle Financial
Illinois
$2.68M +$192K +4,797 +8%
ZIC
1086
ZWJ Investment Counsel
Georgia
$2.67M -$191K -4,774 -7%
DI
1087
Diligent Investors
California
$2.67M -$43.2K -1,078 -2%
CTC
1088
Cetera Trust Company
Minnesota
$2.67M -$83K -2,070 -3%
CCB
1089
Country Club Bank
Missouri
$2.66M -$189K -4,715 -7%
MIA
1090
MainStreet Investment Advisors
Illinois
$2.66M -$1.09M -27,242 -29%
ONB
1091
Old National Bancorp
Indiana
$2.64M +$193K +4,821 +8%
BFM
1092
Boston Financial Management
Massachusetts
$2.62M -$3.02M -75,262 -53%
9WM
1093
9258 Wealth Management
Ohio
$2.61M +$12.7K +318 +0.5%
GJWM
1094
Gilliland Jeter Wealth Management
Arkansas
$2.61M +$882 +22 +0%
SWA
1095
Stratos Wealth Advisors
Ohio
$2.6M +$2.73K +68 +0.1%
CGF
1096
Constant Guidance Financial
Massachusetts
$2.57M +$409K +10,214 +19%
AMIM
1097
Aull & Monroe Investment Management
Alabama
$2.57M -$61.8K -1,543 -2%
CWAG
1098
Compton Wealth Advisory Group
Virginia
$2.56M -$252K -6,287 -9%
EI
1099
Ethic Inc
New York
$2.55M -$849K -21,179 -24%
GM
1100
GeoWealth Management
Illinois
$2.55M -$265K -6,601 -9%

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.