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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
FPB
1526
First PREMIER Bank
South Dakota
$1.2M -$80.2K -2,000 -6%
KFGK
1527
Keystone Financial Group (Kentucky)
Kentucky
$1.2M +$47K +1,173 +4%
IIA
1528
IPG Investment Advisors
California
$1.2M
FAIM
1529
Financial Advocates Investment Management
Washington
$1.2M -$208K -5,180 -15%
SHF
1530
Safe Harbor Fiduciary
Florida
$1.2M +$1.21M +30,141 New
CPA
1531
Court Place Advisors
Maryland
$1.19M
WA
1532
Wealth Architects
California
$1.18M +$7.78K +194 +0.7%
CVA
1533
Central Valley Advisors
California
$1.18M -$46.4K -1,158 -4%
SFI
1534
SPC Financial Inc
Maryland
$1.18M +$92.7K +2,312 +8%
MSFS
1535
Main Street Financial Solutions
Pennsylvania
$1.18M -$173K -4,305 -13%
PCMK
1536
Paragon Capital Management (Kansas)
Kansas
$1.18M -$16.8K -418 -1%
KAS
1537
KPP Advisory Services
Kentucky
$1.17M -$27.6K -688 -2%
OIM
1538
Oder Investment Management
California
$1.17M -$66.9K -1,669 -5%
OA
1539
Operose Advisors
Wisconsin
$1.16M
MWM
1540
Meridian Wealth Management
Kentucky
$1.16M +$1.18M +29,332 New
DF
1541
Dunhill Financial
United Kingdom
$1.16M +$441 +11 +0%
NLP
1542
Next Level Private
New York
$1.16M -$1.36K -34 -0.1%
GWA
1543
GGM Wealth Advisors
Maryland
$1.16M +$200 +5 +0%
NHC
1544
Nicholas Hoffman & Company
Georgia
$1.16M -$29.8K -744 -2%
CWP
1545
Cyndeo Wealth Partners
Florida
$1.15M +$209K +5,205 +22%
CFP
1546
Catalyst Financial Partners
Massachusetts
$1.15M +$60.6K +1,513 +5%
MAM
1547
McLean Asset Management
Virginia
$1.15M +$4.13K +103 +0.4%
BFG
1548
Bouchey Financial Group
New York
$1.15M -$511K -12,744 -31%
ANBT
1549
American National Bank & Trust
Texas
$1.14M -$115K -2,868 -9%
AWM
1550
Aprio Wealth Management
Georgia
$1.14M +$28.1K +701 +2%

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.