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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
AAM
1551
Augustine Asset Management
Florida
$1.14M -$922 -23 -0.1%
CCG
1552
Cypress Capital Group
Florida
$1.14M -$14.6K -365 -1%
RBFC
1553
Roman Butler Fullerton & Co
Missouri
$1.14M -$10.7K -266 -1%
TA
1554
TKG Advisors
Indiana
$1.14M +$1.15M +28,624 New
HI
1555
Hendershot Investments
Virginia
$1.14M -$1.5M -37,482 -57%
FCA
1556
FinTrust Capital Advisors
South Carolina
$1.13M +$89.1K +2,224 +8%
AIIMS
1557
Analyst IMS Investment Management Services
Israel
$1.13M +$352K +8,780 +44%
PFA
1558
Pure Financial Advisors
California
$1.13M +$4.81K +120 +0.4%
CWP
1559
Concord Wealth Partners
Virginia
$1.12M -$12.7K -317 -1%
MPPW
1560
Mitchell & Pahl Private Wealth
Oklahoma
$1.12M -$19.6K -488 -2%
OFA
1561
Oak Family Advisors
Illinois
$1.12M +$310K +7,732 +38%
CC
1562
Callan Capital
California
$1.12M +$54.5K +1,361 +5%
CCG
1563
Catalina Capital Group
California
$1.12M +$97.6K +2,436 +9%
CWM
1564
Chesapeake Wealth Management
Virginia
$1.11M -$5.69K -142 -0.5%
T. Rowe Price Investment Management
1565
T. Rowe Price Investment Management
Maryland
$1.11M -$2.01M -50,133 -64%
CS
1566
Cannell & Spears
New York
$1.11M
JAG
1567
Journey Advisory Group
Kentucky
$1.11M
VFA
1568
Voya Financial Advisors
Connecticut
$1.11M +$192K +4,787 +20%
HWA
1569
Heritage Wealth Advisors
Virginia
$1.1M +$3.01K +75 +0.3%
AA
1570
Advisory Alpha
Michigan
$1.1M +$73.9K +1,843 +7%
ST
1571
Sabal Trust
Florida
$1.1M -$214K -5,336 -16%
AAG
1572
Armstrong Advisory Group
Massachusetts
$1.1M -$113K -2,808 -9%
BCM
1573
Buckhead Capital Management
Georgia
$1.1M -$1.2K -30 -0.1%
NP
1574
Nilsine Partners
Colorado
$1.09M +$373K +9,297 +51%
PI
1575
Parkside Investments
Illinois
$1.09M

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.