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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
PA
1251
Probity Advisors
Texas
$1.88M +$39.5K +985 +2%
ACGA
1252
Atlanta Consulting Group Advisors
Georgia
$1.87M +$1.12M +27,917 +145%
GWCM
1253
Godshalk Welsh Capital Management
Pennsylvania
$1.87M
PWMG
1254
Prestige Wealth Management Group
New Jersey
$1.87M -$705K -17,583 -27%
SAG
1255
SageView Advisory Group
California
$1.86M -$106K -2,657 -5%
IAMOG
1256
Investors Asset Management of Georgia
Georgia
$1.86M -$2.2K -55 -0.1%
CL
1257
COWA LLC
Oklahoma
$1.86M -$24.4K -610 -1%
CCG
1258
Ceeto Capital Group
Florida
$1.86M -$200K -5,000 -10%
LCM
1259
Legato Capital Management
California
$1.85M -$432K -10,776 -19%
HC
1260
Hourglass Capital
Texas
$1.85M -$16.8K -420 -0.9%
CP
1261
CenterBook Partners
Connecticut
$1.85M +$1.87M +46,560 New
JSSH
1262
J. Safra Sarasin Holding
$1.84M
BHBT
1263
Burke & Herbert Bank & Trust
Virginia
$1.84M +$14.7K +368 +0.8%
ACA
1264
American Capital Advisory
Idaho
$1.84M -$20.3K -507 -1%
GM
1265
Granger Management
New York
$1.84M -$122K -3,049 -6%
MMM
1266
Mendel Money Management
Illinois
$1.84M -$13.8K -345 -0.7%
BC
1267
Burney Company
Virginia
$1.83M -$19.2K -480 -1%
PWG
1268
Portside Wealth Group
Utah
$1.82M -$119K -2,959 -6%
HAM
1269
Harmony Asset Management
Arizona
$1.82M +$1.13M +28,175 +160%
BA
1270
Bridgewater Advisors
New York
$1.81M +$81.4K +2,030 +5%
IAS
1271
Investment Advisory Services
Texas
$1.81M -$5.25K -131 -0.3%
LWA
1272
Lineweaver Wealth Advisors
Ohio
$1.8M +$52.7K +1,316 +3%
MC
1273
Martin & Co
Tennessee
$1.79M +$4.49K +112 +0.2%
RPCONE
1274
Retirement Planning Company of New England
Rhode Island
$1.78M -$318K -7,923 -15%
AHC
1275
Adell Harriman & Carpenter
Texas
$1.78M +$100K +2,500 +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.