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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
EW
1451
Evoke Wealth
California
$1.37M +$1.39M +34,649 New
EFG
1452
Everhart Financial Group
Ohio
$1.37M +$194K +4,841 +16%
TCBWMS
1453
Texas Capital Bank Wealth Management Services
Texas
$1.37M -$42K -1,048 -3%
TPA
1454
Trivium Point Advisory
Connecticut
$1.37M +$1.2M +29,885 New
LSA
1455
Leonteq Securities AG
Switzerland
$1.37M +$576K +14,379 +71%
SAM
1456
SignalPoint Asset Management
Missouri
$1.37M +$361 +9 +0%
IMC Chicago
1457
IMC Chicago
Illinois
$1.37M -$3.05M -76,217 -69%
HTC
1458
Haverford Trust Company
Pennsylvania
$1.37M +$83.5K +2,084 +6%
CNAM
1459
Campbell Newman Asset Management
Wisconsin
$1.36M
AIM
1460
Aspen Investment Management
Michigan
$1.36M -$23K -573 -2%
CRC
1461
Curi RMB Capital
Illinois
$1.36M -$174K -4,352 -11%
SAW
1462
Signal Advisors Wealth
Michigan
$1.36M +$1.37M +34,182 New
RP
1463
Raelipskie Partnership
Ontario, Canada
$1.35M +$60.2K +1,502 +5%
SC
1464
Sepio Capital
Utah
$1.35M +$4.29K +107 +0.3%
PWP
1465
Precedent Wealth Partners
Texas
$1.34M +$209K +5,222 +18%
SIG
1466
Stonegate Investment Group
Alabama
$1.34M -$23.5K -586 -2%
PPW
1467
Pasadena Private Wealth
California
$1.33M +$82.6K +2,060 +6%
PP
1468
Pegasus Partners
Wisconsin
$1.33M -$292K -7,295 -18%
KIG
1469
Kessler Investment Group
Indiana
$1.32M -$40 -1 -0%
CI
1470
CX Institutional
Indiana
$1.32M +$66.8K +1,667 +5%
VIM
1471
VELA Investment Management
Ohio
$1.31M +$102K +2,550 +8%
SIM
1472
Sentry Investment Management
Wisconsin
$1.31M +$434K +10,839 +49%
PG
1473
Proffitt & Goodson
Tennessee
$1.31M +$21.2K +528 +2%
QC
1474
Quent Capital
New York
$1.3M +$88.1K +2,199 +7%
WPW
1475
Warther Private Wealth
Ohio
$1.3M -$8.71M -217,314 -87%

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.