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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
PIA
1676
Perennial Investment Advisors
California
$924K -$31.8K -793 -3%
CFMC
1677
Curbstone Financial Management Corp
New Hampshire
$923K +$35.6K +888 +4%
LCGC
1678
Legacy Capital Group California
California
$920K -$20.1K -501 -2%
SA
1679
Skyline Advisors
Washington
$917K -$2.08K -52 -0.2%
LSA
1680
Lansing Street Advisors
Pennsylvania
$916K +$561 +14 +0.1%
MAWA
1681
Moss Adams Wealth Advisors
Washington
$916K +$237K +5,913 +34%
WF
1682
Wayfinding Financial
Washington
$915K -$93.3K -2,329 -9%
HFRG
1683
Houlihan Financial Resource Group
Virginia
$914K +$3.09K +77 +0.3%
AA
1684
Auxano Advisors
Washington
$911K -$118K -2,942 -11%
SCM
1685
Stevens Capital Management
Pennsylvania
$910K +$708K +17,655 +334%
GCA
1686
Gradient Capital Advisors
California
$909K +$15.1K +378 +2%
AWC
1687
Abundance Wealth Counselors
Pennsylvania
$905K +$22.4K +560 +3%
IA
1688
Insight Advisors
Pennsylvania
$900K +$4.13K +103 +0.5%
ST
1689
Sentinel Trust
Texas
$898K -$16.7K -416 -2%
VV
1690
Verity & Verity
South Carolina
$895K +$45.6K +1,137 +5%
BWA
1691
Brave Warrior Advisors
New York
$894K
CAM
1692
Columbia Asset Management
Michigan
$893K -$307K -7,672 -25%
BCM
1693
Brasada Capital Management
Texas
$893K +$301K +7,500 +50%
AOI
1694
Auto-Owners Insurance
Michigan
$888K
PCG
1695
PFC Capital Group
California
$887K -$4.01K -100 -0.4%
EWM
1696
Edge Wealth Management
New York
$886K -$521 -13 -0.1%
LA
1697
LexAurum Advisors
Kansas
$881K +$41K +1,024 +5%
JAFL
1698
Jay A. Fishman Ltd
Michigan
$879K -$74.5K -1,858 -8%
WJA
1699
Willis Johnson & Associates
Texas
$875K -$49.2K -1,227 -5%
CA
1700
Cornerstone Advisory
Maryland
$874K -$81.9K -2,044 -8%

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.