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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
ANTB
1276
AMG National Trust Bank
Colorado
$1.78M -$550K -13,714 -23%
BFA
1277
Bragg Financial Advisors
North Carolina
$1.78M +$295K +7,352 +20%
HCM
1278
Howard Capital Management
Georgia
$1.77M +$1.79M +44,648 New
VWA
1279
Visionary Wealth Advisors
Illinois
$1.77M -$21.5K -536 -1%
FWP
1280
Falcon Wealth Planning
California
$1.77M -$6.21K -155 -0.3%
BBI
1281
Baxter Bros Inc
Connecticut
$1.77M -$2.81M -70,070 -61%
RFN
1282
RDA Financial Network
Iowa
$1.77M +$53.1K +1,326 +3%
OC
1283
Oarsman Capital
Wisconsin
$1.76M +$76.2K +1,902 +4%
AA
1284
Aire Advisors
California
$1.76M -$266K -6,631 -13%
AWA
1285
Aaron Wealth Advisors
Illinois
$1.76M +$215K +5,360 +14%
WBC
1286
West Branch Capital
Massachusetts
$1.76M +$153K +3,807 +9%
ICM
1287
IMS Capital Management
Oregon
$1.76M -$7.89K -197 -0.4%
PPWP
1288
Premier Path Wealth Partners
New Jersey
$1.75M -$6.05K -151 -0.3%
RIA
1289
Regal Investment Advisors
Michigan
$1.75M -$136K -3,399 -7%
BI
1290
Ballast Inc
Kentucky
$1.75M -$2.48K -62 -0.1%
HA
1291
Herold Advisors
New York
$1.75M -$26.2K -654 -1%
MAM
1292
MWA Asset Management
Massachusetts
$1.75M +$18.8K +469 +1%
FMLI
1293
Fukoku Mutual Life Insurance
Japan
$1.74M +$233K +5,817 +15%
BFW
1294
Brady Family Wealth
Missouri
$1.74M +$40 +1 +0%
EA
1295
Ellsworth Advisors
Ohio
$1.74M +$157K +3,913 +10%
BB
1296
Busey Bank
Illinois
$1.74M -$91.2K -2,276 -5%
WDC
1297
Woodward Diversified Capital
California
$1.74M -$23.4K -585 -1%
JWM
1298
Jupiter Wealth Management
Colorado
$1.74M -$798K -19,900 -31%
SA
1299
Sunesis Advisors
Kansas
$1.73M -$3.77K -94 -0.2%
CFS
1300
CRA Financial Services
New Jersey
$1.73M +$11.4K +285 +0.7%

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.