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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
TA
1651
TruWealth Advisors
Louisiana
$969K -$55.3K -1,379 -5%
UL
1652
Unionview LLC
Washington
$968K +$3.81K +95 +0.4%
IFPG
1653
Intrepid Financial Planning Group
Indiana
$968K
FWM
1654
Finer Wealth Management
Massachusetts
$967K -$453K -11,314 -32%
PA
1655
PFG Advisors
Arizona
$967K -$87.4K -2,180 -8%
OCM
1656
Orion Capital Management
California
$966K -$83.4K -2,080 -8%
AI
1657
Accredited Investors
Minnesota
$965K +$48.5K +1,211 +5%
CCT
1658
Capital City Trust
Florida
$964K +$680K +16,975 +232%
MWP
1659
Madison Wealth Partners
Wisconsin
$961K +$128K +3,204 +15%
CG
1660
Corundum Group
Colorado
$960K -$501K -12,506 -34%
CCP
1661
Clough Capital Partners
Massachusetts
$952K
KFI
1662
Key Financial Inc
Pennsylvania
$950K +$3.97K +99 +0.4%
AWM
1663
Aviso Wealth Management
Washington
$944K -$49.1K -1,226 -5%
NGA
1664
Naples Global Advisors
Florida
$943K +$129K +3,220 +16%
SPWM
1665
Schrum Private Wealth Management
Florida
$943K +$467K +11,649 +96%
FFO
1666
Fortitude Family Office
Arizona
$940K +$167K +4,156 +21%
Fuller & Thaler Asset Management
1667
Fuller & Thaler Asset Management
California
$938K
FCAS
1668
First Command Advisory Services
Texas
$937K +$18.9K +472 +2%
SFFS
1669
Stonehage Fleming Financial Services
Jersey
$936K -$8.66K -216 -0.9%
SB
1670
Strategic Blueprint
Georgia
$934K -$121K -3,009 -11%
VA
1671
Valmark Advisers
Ohio
$930K -$72K -1,797 -7%
MPI
1672
Mairs & Power Inc
Minnesota
$930K -$12K -300 -1%
ALAM
1673
Asahi Life Asset Management
Japan
$925K +$53.7K +1,340 +6%
BOM
1674
Bank of Marin
California
$925K
SIA
1675
Schear Investment Advisers
Ohio
$924K -$2.85K -71 -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.