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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
SIM
1126
Studio Investment Management
Illinois
$2.37M -$147K -3,659 -6%
LSAG
1127
Lake Street Advisors Group
New Hampshire
$2.37M +$66.6K +1,663 +3%
SIG
1128
Sargent Investment Group
Maryland
$2.36M +$292K +7,293 +14%
NDSI
1129
Newman Dignan & Sheerar Inc
Rhode Island
$2.36M -$59.9K -1,494 -3%
SC
1130
Syon Capital
California
$2.35M +$43.7K +1,091 +2%
FBFS
1131
First Business Financial Services
Wisconsin
$2.35M +$124K +3,084 +5%
BCP
1132
Berkeley Capital Partners
Georgia
$2.35M +$127K +3,179 +6%
TNB
1133
Thomasville National Bank
Georgia
$2.34M
HCP
1134
Hexagon Capital Partners
Arkansas
$2.34M +$140K +3,503 +6%
WPC
1135
Wedmont Private Capital
Pennsylvania
$2.34M -$24.9K -621 -1%
WEG
1136
World Equity Group
Illinois
$2.34M -$1.23M -30,676 -34%
VCM
1137
Vision Capital Management
Oregon
$2.34M +$25.9K +645 +1%
FLI
1138
Family Legacy Inc
South Carolina
$2.33M +$62.5K +1,559 +3%
DWM
1139
Diversify Wealth Management
Utah
$2.32M -$18.4K -458 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
1140
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.32M -$35M -872,520 -94%
QWM
1141
Quadcap Wealth Management
Texas
$2.3M -$321K -8,012 -12%
PL
1142
Perpetual Ltd
Australia
$2.29M -$929K -23,179 -29%
APF
1143
Alaska Permanent Fund
Alaska
$2.29M
LC
1144
Lindbrook Capital
California
$2.29M -$41.8K -1,044 -2%
V
1145
ViaWealth
Kansas
$2.28M +$24.6K +614 +1%
AFM
1146
Anson Funds Management
Texas
$2.28M +$2.3M +57,500 New
MPM
1147
MBB Public Markets
Illinois
$2.28M -$35.4M -882,108 -94%
GWA
1148
Gratus Wealth Advisors
Virginia
$2.28M +$355K +8,857 +18%
PCM
1149
Poehling Capital Management
Wisconsin
$2.27M
BMCM
1150
Bryn Mawr Capital Management
Pennsylvania
$2.27M -$14.8K -369 -0.6%

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.