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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
BFG
1176
Beacon Financial Group
Texas
$2.15M +$17.2K +428 +0.8%
WTB
1177
Washington Trust Bank
Washington
$2.15M -$15.9K -397 -0.7%
AAS
1178
Ameritas Advisory Services
Nebraska
$2.14M +$75.8K +1,892 +4%
JWM
1179
Jeppson Wealth Management
California
$2.14M -$6.25K -156 -0.3%
IA
1180
IFP Advisors
Florida
$2.13M -$1.79M -44,633 -45%
APG
1181
Abacus Planning Group
South Carolina
$2.13M -$90.4K -2,256 -4%
CFGS
1182
Concourse Financial Group Securities
Alabama
$2.13M +$573K +14,301 +36%
OWA
1183
Octavia Wealth Advisors
Ohio
$2.13M -$65.8K -1,642 -3%
CLA
1184
Carnegie Lake Advisors
New Jersey
$2.11M +$2.14M +53,282 New
LA
1185
Legacy Advisors
Pennsylvania
$2.11M +$203K +5,063 +11%
NAM
1186
NTV Asset Management
West Virginia
$2.11M -$12.4K -310 -0.6%
MYLI
1187
Meiji Yasuda Life Insurance
Japan
$2.09M -$9.27M -231,266 -81%
VT
1188
Vise Technologies
New York
$2.08M +$643K +16,054 +44%
RSS
1189
Rosenblum Silverman Sutton
California
$2.08M -$573K -14,300 -21%
NRS
1190
Neville Rodie & Shaw
New York
$2.08M -$44.7K -1,116 -2%
MCWA
1191
Meadow Creek Wealth Advisors
Georgia
$2.07M +$1.62M +40,522 +344%
GF
1192
Gries Financial
Ohio
$2.07M -$1.5M -37,422 -42%
UWPG
1193
Ullmann Wealth Partners Group
Florida
$2.07M +$823K +20,544 +65%
ECM
1194
EagleClaw Capital Management
Massachusetts
$2.07M -$227K -5,675 -10%
MIM
1195
MTM Investment Management
South Carolina
$2.06M
SRC
1196
Shufro Rose & Co
New York
$2.06M
MP
1197
McDonald Partners
Ohio
$2.06M -$151K -3,762 -7%
GITFIT
1198
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.05M -$40.1K -1,001 -2%
IP
1199
Intellectus Partners
California
$2.04M +$288K +7,182 +16%
DL
1200
DOHJ LLC
Washington
$2.04M +$47.1K +1,175 +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.