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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
GJCM
1351
Grand Jean Capital Management
California
$1.59M
BTW
1352
Boston Trust Walden
Massachusetts
$1.59M +$2.4K +60 +0.2%
WCM
1353
Weaver Capital Management
Georgia
$1.58M -$291K -7,254 -15%
SFA
1354
Souders Financial Advisors
Ohio
$1.58M -$13.1K -328 -0.8%
WB
1355
WesBanco Bank
West Virginia
$1.58M +$13.9K +348 +0.9%
NC
1356
NBW Capital
Massachusetts
$1.58M -$7.17K -179 -0.4%
ASC
1357
Atalanta Sosnoff Capital
New York
$1.58M -$9.12M -227,542 -85%
GSB
1358
Greenfield Savings Bank
Massachusetts
$1.57M -$67.3K -1,679 -4%
JFGIW
1359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.57M +$949K +23,679 +149%
ACM
1360
Accent Capital Management
Ohio
$1.57M +$476K +11,873 +43%
AGWCA
1361
Annis Gardner Whiting Capital Advisors
Florida
$1.57M -$185K -4,610 -10%
Nomura Holdings
1362
Nomura Holdings
Japan
$1.56M -$2.37M -59,046 -60%
MIP
1363
Marietta Investment Partners
Wisconsin
$1.56M +$1.57M +39,267 New
MPAM
1364
Murphy Pohlad Asset Management
Minnesota
$1.56M -$1.26M -31,459 -44%
MBI
1365
May Barnhard Investments
Maryland
$1.55M -$51.3K -1,280 -3%
SIAG
1366
Safeguard Investment Advisory Group
California
$1.55M -$88.5K -2,209 -5%
CFG
1367
Cooper Financial Group
California
$1.55M +$791K +19,742 +102%
GCM
1368
Gladius Capital Management
Illinois
$1.55M +$1.09M +27,299 +233%
AEPWM
1369
Atlantic Edge Private Wealth Management
Florida
$1.55M +$21.3K +532 +1%
CIG
1370
Cullen Investment Group
Louisiana
$1.55M +$24.4K +609 +2%
UAML
1371
US Asset Management LLC
Pennsylvania
$1.54M -$18.6K -464 -1%
FFO
1372
Fiduciary Family Office
Florida
$1.54M -$16.7K -417 -1%
BFO
1373
Biltmore Family Office
North Carolina
$1.54M -$63.8K -1,591 -4%
SC
1374
Schulhoff & Co
Ohio
$1.54M -$1.88K -47 -0.1%
PH
1375
Pinnacle Holdings
Oklahoma
$1.54M

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.