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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
QWP
1401
Quotient Wealth Partners
Texas
$1.47M -$104K -2,599 -7%
AB
1402
Atlas Brown
Kentucky
$1.47M -$290K -7,230 -16%
PWA
1403
Provenance Wealth Advisors
Florida
$1.47M +$28.6K +714 +2%
MW
1404
Marcum Wealth
Ohio
$1.47M -$39.3K -981 -3%
MC
1405
Mathes Company
New York
$1.46M
SM
1406
Sweeney & Michel
California
$1.46M +$61.3K +1,529 +5%
BLC
1407
Brown, Lisle/Cummings
Rhode Island
$1.46M +$20.2K +504 +1%
MCA
1408
Millennium Capital Advisors
Arkansas
$1.46M -$35.5K -885 -2%
FCP
1409
Fidelis Capital Partners
Florida
$1.46M +$9.1K +227 +0.7%
JE
1410
JMAC Enterprises
Pennsylvania
$1.46M +$47.6K +1,187 +3%
JFG
1411
Jefferies Financial Group
New York
$1.45M +$891K +22,233 +154%
BEC
1412
Blue Edge Capital
Virginia
$1.45M +$25.2K +630 +2%
EDRIA
1413
Edmonds Duncan Registered Investment Advisors
Kansas
$1.45M +$13.5K +338 +0.9%
TW
1414
TrinityPoint Wealth
Connecticut
$1.45M +$4.73K +118 +0.3%
NNPTE
1415
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.45M -$10.9M -272,375 -88%
MFG
1416
Mosaic Financial Group
Illinois
$1.45M +$1.6K +40 +0.1%
BHPW
1417
Beverly Hills Private Wealth
California
$1.45M -$121K -3,023 -8%
AWM
1418
Accurate Wealth Management
Florida
$1.44M +$25.7K +641 +2%
EARNEST Partners
1419
EARNEST Partners
Georgia
$1.44M -$29K -724 -2%
GI
1420
GS Investments
Minnesota
$1.43M -$445K -11,093 -23%
MIA
1421
MeadowBrook Investment Advisors
Michigan
$1.43M +$46K +1,147 +3%
FNBTCON
1422
First National Bank & Trust Co of Newtown
Pennsylvania
$1.43M -$39.8K -994 -3%
CASB
1423
Cape Ann Savings Bank
Massachusetts
$1.43M +$42.5K +1,060 +3%
PCMN
1424
Paradigm Capital Management (Nevada)
Nevada
$1.43M +$1.44M +35,958 New
NI
1425
NCP Inc
California
$1.43M -$39.8K -993 -3%

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.