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
SGI
1201
Summit Global Investments
Utah
$2.04M +$1.45M +36,089 +238%
CC
1202
Centiva Capital
New York
$2.03M -$8.4M -209,531 -80%
CA
1203
Cumberland Advisors
Florida
$2.03M +$160K +4,000 +8%
Bank Julius Baer & Co
1204
Bank Julius Baer & Co
Switzerland
$2.03M -$164K -4,103 -9%
ACM
1205
Aljian Capital Management
Nevada
$2.03M +$2.05M +51,140 New
CSIC
1206
Clifford Swan Investment Counsel
California
$2.03M -$44.8K -1,117 -2%
SBH
1207
Segall Bryant & Hamill
Illinois
$2.02M +$2.04M +51,010 New
CAG
1208
Csenge Advisory Group
Florida
$2.02M +$189K +4,715 +11%
HFM
1209
Hartford Financial Management
Connecticut
$2.02M +$922 +23 +0%
HCCM
1210
Hudson Canyon Capital Management
New York
$2.01M
AWA
1211
Arete Wealth Advisors
Illinois
$2.01M +$2.03M +50,772 New
RA
1212
Ransom Advisory
Rhode Island
$2.01M -$86.2K -2,150 -4%
AO
1213
Advisor OS
Illinois
$2.01M +$162K +4,035 +9%
ACI
1214
Alpha Cubed Investments
California
$2M -$4.29M -106,948 -68%
FHA
1215
First Horizon Advisors
Tennessee
$2M +$78.9K +1,968 +4%
HZ
1216
Hixon Zuercher
Ohio
$2M +$2.02M +50,370 New
CI
1217
Conning Inc
Connecticut
$2M -$64.6K -1,612 -3%
EWA
1218
EverSource Wealth Advisors
Alabama
$2M +$63K +1,573 +3%
OCPWS
1219
One Charles Private Wealth Services
Massachusetts
$1.99M -$17.4K -435 -0.9%
FDS
1220
First Dallas Securities
Texas
$1.99M -$164K -4,098 -8%
CAM
1221
Chou Associates Management
Ontario, Canada
$1.98M
SC
1222
Savoie Capital
Illinois
$1.98M
WP
1223
Waycross Partners
Kentucky
$1.98M
LA
1224
LM Advisors
California
$1.98M +$40.1K +1,000 +2%
SAM
1225
Shell Asset Management
Netherlands
$1.98M +$2M +49,904 New

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.