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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
RCAG
1326
Rehmann Capital Advisory Group
Michigan
$1.65M -$11K -274 -0.7%
GWM
1327
Geneos Wealth Management
Colorado
$1.64M +$410K +10,218 +33%
PC
1328
Prairiewood Capital
North Dakota
$1.64M -$92.9K -2,317 -5%
BAM
1329
Belpointe Asset Management
Nevada
$1.64M -$533K -13,300 -24%
CRI
1330
Colonial River Investments
Virginia
$1.64M +$700K +17,462 +74%
UFF
1331
USA Financial Formulas
Michigan
$1.63M +$379K +9,450 +30%
EGA
1332
E&G Advisors
Texas
$1.63M +$6.05K +151 +0.4%
CCG
1333
Coastwise Capital Group
California
$1.63M +$64.9K +1,619 +4%
FFM
1334
Fullerton Fund Management
Singapore
$1.63M +$751K +18,728 +84%
GFPC
1335
Global Financial Private Client
Florida
$1.63M +$46.6K +1,162 +3%
PWM
1336
Palumbo Wealth Management
New York
$1.62M +$160K +3,991 +11%
BWM
1337
BigSur Wealth Management
Florida
$1.62M
AR
1338
Advisory Research
Illinois
$1.62M -$299K -7,450 -15%
FSA
1339
Fort Sheridan Advisors
Illinois
$1.61M +$18.2K +453 +1%
BIM
1340
Bridges Investment Management
Nebraska
$1.61M -$182K -4,546 -10%
MSS
1341
Mitchell Sinkler & Starr
Pennsylvania
$1.61M +$21.4K +535 +1%
ME
1342
McIlrath & Eck
Washington
$1.6M -$92.6K -2,310 -5%
3IP
1343
3Chopt Investment Partners
Virginia
$1.6M +$135K +3,369 +9%
DFCM
1344
Dark Forest Capital Management
Puerto Rico
$1.6M +$916K +22,856 +131%
HP
1345
Hikari Power
Japan
$1.6M
LSPW
1346
Lake Street Private Wealth
Illinois
$1.6M -$353K -8,805 -18%
KJWM
1347
Kiley Juergens Wealth Management
Washington
$1.59M -$86.3K -2,154 -5%
SW
1348
SkyOak Wealth
Michigan
$1.59M -$17.8K -444 -1%
BMA
1349
Brooks Moore & Associates
Tennessee
$1.59M -$12K -300 -0.7%
BOC
1350
Barbara Oil Co
Illinois
$1.59M

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.