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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
WGC
1101
Watts Gwilliam & Co
Arizona
$2.5M +$2.51M +62,616 New
FRA
1102
Frank Rimerman Advisors
California
$2.49M -$198K -4,946 -7%
CWM
1103
Cornerstone Wealth Management
Missouri
$2.48M -$20.7K -516 -0.8%
CF
1104
Centaurus Financial
California
$2.48M +$648K +16,175 +35%
WAP
1105
Wealthcare Advisory Partners
Pennsylvania
$2.45M -$173K -4,311 -7%
BCWM
1106
Bartlett & Co Wealth Management
Ohio
$2.45M -$26.5K -661 -1%
HIIFS
1107
Harel Insurance Investments & Financial Services
Israel
$2.45M +$495K +12,339 +25%
SW
1108
SteelPeak Wealth
California
$2.45M +$297K +7,418 +14%
CA
1109
Carson Advisory
Georgia
$2.45M -$13.4K -334 -0.5%
CCA
1110
Cobblestone Capital Advisors
New York
$2.44M -$67.2K -1,677 -3%
FCCM
1111
First City Capital Management
Georgia
$2.44M +$184K +4,602 +8%
CGL
1112
Clarius Group LLC
Washington
$2.44M +$26.4K +659 +1%
SIA
1113
Schechter Investment Advisors
Michigan
$2.43M -$32.5K -812 -1%
Koshinski Asset Management
1114
Koshinski Asset Management
Illinois
$2.42M -$51.4K -1,283 -2%
BAAM
1115
Baker Avenue Asset Management
California
$2.42M +$1.36M +33,983 +126%
MIM
1116
Morningstar Investment Management
Illinois
$2.41M -$1.69M -42,135 -42%
BCM
1117
Barometer Capital Management
Ontario, Canada
$2.41M +$271K +6,750 +13%
YDMI
1118
Y.D. More Investments
Israel
$2.4M -$468K -11,681 -16%
GHA
1119
Granite Harbor Advisors
Texas
$2.4M +$13K +324 +0.5%
FAM
1120
Formidable Asset Management
Ohio
$2.4M -$619K -15,438 -20%
CA
1121
Claro Advisors
Massachusetts
$2.39M +$737K +18,400 +44%
BW
1122
Bison Wealth
Georgia
$2.38M -$1.03M -25,643 -30%
EFMC
1123
Empire Financial Management Company
New York
$2.38M -$40.1K -1,000 -2%
LI
1124
Latash Investments
Alaska
$2.38M -$2M -50,000 -45%
ASBI
1125
American State Bank (Iowa)
Iowa
$2.38M -$4.21K -105 -0.2%

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.