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
SIA
1601
Strategic Investment Advisors
Michigan
$1.05M +$14.9K +371 +1%
CCA
1602
Catalyst Capital Advisors
New York
$1.05M +$1.06M +26,396 New
VCWA
1603
Vanguard Capital Wealth Advisors
Colorado
$1.05M -$1.4M -34,999 -57%
MHS
1604
M Holdings Securities
Oregon
$1.05M -$2.59M -64,686 -71%
SPA
1605
Sherbrooke Park Advisers
New York
$1.04M -$600K -14,965 -36%
RK
1606
Rather & Kittrell
Tennessee
$1.04M +$23.6K +588 +2%
CHAM
1607
Clear Harbor Asset Management
Connecticut
$1.04M -$7.62K -190 -0.7%
LWM
1608
Liberty Wealth Management
California
$1.04M -$512K -12,780 -33%
CPBTD
1609
Central Pacific Bank - Trust Division
Hawaii
$1.04M -$26.1K -650 -2%
SCA
1610
Sippican Capital Advisors
Massachusetts
$1.04M -$26.3K -655 -2%
RPC
1611
Rossmore Private Capital
Connecticut
$1.03M -$9.02K -225 -0.9%
RRCM
1612
Rappaport Reiches Capital Management
Illinois
$1.03M +$2.77K +69 +0.3%
LKIM
1613
Lawson Kroeker Investment Management
Nebraska
$1.03M
TAM
1614
Titleist Asset Management
Texas
$1.03M -$365K -9,097 -26%
LBC
1615
Lowe Brockenbrough & Co
Virginia
$1.02M +$35K +874 +4%
AOWM
1616
Alpha Omega Wealth Management
Virginia
$1.02M -$36.2K -904 -3%
WCM
1617
Washington Capital Management
Washington
$1.02M
SCI
1618
Stableford Capital II
Arizona
$1.02M +$22.6K +563 +2%
SJL
1619
Shayne & Jacobs LLC
Tennessee
$1.02M -$94.4K -2,355 -8%
POIA
1620
Pin Oak Investment Advisors
Texas
$1.01M -$33.3K -831 -3%
CAM
1621
Covenant Asset Management
New Jersey
$1.01M -$27.1K -675 -3%
KC
1622
Kingfisher Capital
North Carolina
$1.01M -$707K -17,648 -41%
AIC
1623
Ayalon Insurance Company
Israel
$1.01M -$2.32K -58 -0.2%
AWM
1624
Angeles Wealth Management
California
$1.01M -$4.05M -101,167 -80%
OFS
1625
OneAscent Financial Services
Alabama
$1.01M -$72.6K -1,812 -7%

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.