We are live on ! Find out more
BAC icon

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
STA
1501
Smith Thornton Advisors
Alabama
$1.25M -$2K -50 -0.2%
BFA
1502
Buttonwood Financial Advisors
Maryland
$1.25M -$94K -2,345 -7%
FFA
1503
Founders Financial Alliance
North Carolina
$1.25M -$5.89K -147 -0.5%
TCM
1504
Teza Capital Management
Illinois
$1.25M -$128K -3,187 -9%
CP
1505
Canopy Partners
Ohio
$1.24M +$1.68K +42 +0.1%
WSCM
1506
Wellington Shields Capital Management
New York
$1.24M -$650K -16,224 -34%
CHC
1507
City Holding Co
West Virginia
$1.24M +$7.01K +175 +0.6%
SS
1508
Sunbelt Securities
Texas
$1.24M -$17.9K -446 -1%
WAG
1509
Winthrop Advisory Group
Massachusetts
$1.24M +$147K +3,670 +13%
PFP
1510
Paragon Financial Partners
California
$1.24M +$641 +16 +0.1%
MBTD
1511
Mechanics Bank - Trust Department
California
$1.24M +$88.4K +2,206 +8%
APW
1512
Aurora Private Wealth
New Jersey
$1.24M -$92.6K -2,311 -7%
VWM
1513
VCI Wealth Management
Missouri
$1.23M +$1.25M +31,101 New
CG
1514
CFO4Life Group
Texas
$1.23M +$628K +15,660 +102%
AC
1515
Avenir Corporation
Virginia
$1.23M -$101K -2,508 -7%
FIM
1516
Freedom Investment Management
Connecticut
$1.23M +$157K +3,910 +14%
KCM
1517
Kathmere Capital Management
Pennsylvania
$1.22M +$83.6K +2,086 +7%
NL
1518
Navalign LLC
California
$1.22M +$1.72K +43 +0.1%
BIG
1519
Brooklyn Investment Group
New York
$1.22M +$70.1K +1,750 +6%
KP
1520
Keel Point
Alabama
$1.21M +$16.5K +412 +1%
AWE
1521
Avidian Wealth Enterprises
Texas
$1.21M +$37K +924 +3%
NCM
1522
NCM Capital Management
New Jersey
$1.21M
BFA
1523
Brown Financial Advisors
Ohio
$1.21M -$380K -9,490 -24%
NAS
1524
Nicolet Advisory Services
Wisconsin
$1.21M +$54.5K +1,359 +5%
SWK
1525
Stephen W. Kidder
$1.21M -$1K -25 -0.1%

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.