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
HI
1576
Harbour Investments
Wisconsin
$1.09M +$37K +923 +3%
KF
1577
KKM Financial
Illinois
$1.09M -$160K -4,000 -13%
SA
1578
Strategic Advisors
New York
$1.09M +$842 +21 +0.1%
CPM
1579
Connective Portfolio Management
New York
$1.08M
MLL
1580
Moody Lynn & Lieberson
Massachusetts
$1.08M +$193K +4,828 +22%
HCM
1581
Horrell Capital Management
Arkansas
$1.08M -$119K -2,980 -10%
SIC
1582
Samalin Investment Counsel
New York
$1.08M -$15.3K -382 -1%
SHA
1583
Seneca House Advisors
Virginia
$1.08M -$26.6K -664 -2%
MAM
1584
Mark Asset Management
New York
$1.08M
SIS
1585
Sound Income Strategies
Florida
$1.08M +$97.6K +2,436 +10%
CCA
1586
Childress Capital Advisors
Texas
$1.08M -$580K -14,466 -35%
IIA
1587
Integral Investment Advisors
California
$1.08M +$19K +473 +2%
GWM
1588
Greenwich Wealth Management
Connecticut
$1.07M -$19.6K -489 -2%
BPAMU
1589
BTG Pactual Asset Management US
New York
$1.07M +$1.08M +27,070 New
KA
1590
Kovack Advisors
Florida
$1.07M -$111K -2,775 -9%
CCWM
1591
Cassaday & Co Wealth Management
Virginia
$1.07M +$195K +4,878 +22%
MUAMU
1592
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.07M
KIM
1593
Kestra Investment Management
Texas
$1.07M +$289K +7,211 +37%
DA
1594
Denali Advisors
California
$1.07M +$32.1K +800 +3%
BBA
1595
BLB&B Advisors
Pennsylvania
$1.06M -$117K -2,922 -10%
CCS
1596
Concentric Capital Strategies
Connecticut
$1.06M -$5.84M -145,697 -85%
WA
1597
WealthTrust Axiom
Pennsylvania
$1.06M +$441K +10,995 +70%
HAM
1598
Hedges Asset Management
Nevada
$1.06M -$12K -300 -1%
PFS
1599
Physicians Financial Services
North Carolina
$1.05M -$17.6K -440 -2%
GAMC
1600
Garner Asset Management Corp
Texas
$1.05M -$3.73K -93 -0.3%

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.