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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
VI
1476
Versor Investments
New York
$1.3M +$594K +14,810 +82%
SAM
1477
Summit Asset Management
Tennessee
$1.3M +$247K +6,151 +23%
PCS
1478
Personal CFO Solutions
New Jersey
$1.3M -$4.29K -107 -0.3%
GLA
1479
Good Life Advisors
Pennsylvania
$1.3M +$78.1K +1,948 +6%
FNBSF
1480
First National Bank Sioux Falls
South Dakota
$1.29M -$4.01K -100 -0.3%
WA
1481
WBH Advisory
Maryland
$1.29M -$120K -2,993 -8%
MPW
1482
Monterey Private Wealth
California
$1.29M -$23.3K -582 -2%
IWM
1483
Iams Wealth Management
Nebraska
$1.29M -$361 -9 -0%
NFG
1484
Nations Financial Group
Iowa
$1.28M +$151K +3,772 +13%
BSTWA
1485
Blake Schutter Theil Wealth Advisors
Ohio
$1.28M +$1.29M +32,148 New
ACG
1486
Allen Capital Group
Nebraska
$1.28M +$29.5K +736 +2%
CWP
1487
Curated Wealth Partners
California
$1.27M -$89.1K -2,224 -6%
HGA
1488
Hobbs Group Advisors
South Carolina
$1.27M -$131K -3,273 -9%
SW
1489
Simplicity Wealth
New Jersey
$1.27M -$5.8M -144,669 -82%
CCWA
1490
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.27M +$51.4K +1,283 +4%
LAM
1491
LifePro Asset Management
California
$1.27M -$45.2K -1,128 -3%
GCP
1492
GSA Capital Partners
United Kingdom
$1.26M +$497K +12,402 +64%
CBTWT
1493
Community Bank & Trust (Waco, Texas)
Texas
$1.26M -$3.57K -89 -0.3%
PMA
1494
Prudent Man Advisors
Illinois
$1.26M -$231K -5,758 -15%
OAM
1495
Ostrum Asset Management
France
$1.26M +$42K +1,047 +3%
MWA
1496
Midland Wealth Advisors
Illinois
$1.26M -$165K -4,124 -11%
TWP
1497
Tempus Wealth Planning
California
$1.26M +$521 +13 +0%
CIAS
1498
CFS Investment Advisory Services
New Jersey
$1.26M +$1.27M +31,724 New
SFP
1499
Shepherd Financial Partners
Massachusetts
$1.26M -$4.93K -123 -0.4%
VHAM
1500
Van Hulzen Asset Management
California
$1.25M +$757K +18,891 +148%

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.