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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
LCAM
1151
London & Capital Asset Management
United Kingdom
$2.27M +$4.65K +116 +0.2%
FFN
1152
Focus Financial Network
Minnesota
$2.26M -$25.2K -628 -1%
WI
1153
WrapManager Inc
California
$2.26M -$12.2K -304 -0.5%
AF
1154
Advisornet Financial
Minnesota
$2.25M +$31.3K +782 +1%
TSWM
1155
Tyler-Stone Wealth Management
Ohio
$2.25M +$1.16M +28,964 +105%
WPW
1156
Waldron Private Wealth
Pennsylvania
$2.24M +$175K +4,360 +8%
PSB
1157
Piscataqua Savings Bank
New Hampshire
$2.24M -$34.5K -860 -1%
SWM
1158
SeaCrest Wealth Management
New York
$2.23M -$67.5K -1,684 -3%
HWA
1159
HCR Wealth Advisors
California
$2.23M +$103K +2,560 +5%
SSW
1160
Smith Shellnut Wilson
Mississippi
$2.23M
LI
1161
Lafayette Investments
Maryland
$2.22M -$18.1K -452 -0.8%
MFA
1162
Mayflower Financial Advisors
Massachusetts
$2.22M -$9.6M -239,460 -81%
CIA
1163
Choate Investment Advisors
Massachusetts
$2.22M -$176K -4,391 -7%
HIS
1164
Horizon Investment Services
Indiana
$2.21M +$2.23M +55,684 New
DWP
1165
Daymark Wealth Partners
Ohio
$2.2M +$206K +5,152 +10%
RWB
1166
RMR Wealth Builders
New Jersey
$2.2M -$23.1K -576 -1%
AGC
1167
Aspen Grove Capital
Colorado
$2.2M +$9.42K +235 +0.4%
LWM
1168
LJI Wealth Management
Indiana
$2.19M +$23.8K +593 +1%
ECM
1169
Exchange Capital Management
Michigan
$2.19M -$124K -3,091 -5%
PB
1170
Pinnacle Bancorp
Nebraska
$2.19M -$8.29M -206,923 -79%
CP
1171
Cumberland Partners
Ontario, Canada
$2.18M -$105K -2,625 -5%
PFGIA
1172
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M -$52.2K -1,303 -2%
KIG
1173
Kennedy Investment Group
New Jersey
$2.18M -$35.9K -896 -2%
CCP
1174
Clarkston Capital Partners
Michigan
$2.17M
MMPW
1175
Mitchell McLeod Pugh & Williams
Alabama
$2.17M +$30.1K +751 +1%

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.