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
MA
1701
MONECO Advisors
Connecticut
$874K -$88.4K -2,205 -9%
CL
1702
CSS LLC
Illinois
$873K -$477K -11,900 -35%
Optiver Holding
1703
Optiver Holding
Netherlands
$873K -$56.7M -1,415,725 -98%
CIA
1704
Citadel Investment Advisory
Ohio
$870K -$5.81K -145 -0.7%
FTIS
1705
First Trust Investment Solutions
Florida
$868K +$211K +5,269 +32%
CS
1706
Capital Square
Tennessee
$867K -$14.9K -372 -2%
BIA
1707
Bigelow Investment Advisors
Maine
$865K +$33.5K +837 +4%
CM
1708
Cercano Management
Washington
$863K +$872K +21,750 New
BCM
1709
BluePath Capital Management
Georgia
$862K +$128K +3,187 +17%
HWMO
1710
Heritage Wealth Management (Ohio)
Ohio
$860K +$160 +4 +0%
DWM
1711
Dorchester Wealth Management
Quebec, Canada
$859K -$491K -12,245 -36%
PGWM
1712
Pitti Group Wealth Management
New York
$857K
CH
1713
Cromwell Holdings
Wyoming
$857K
CB
1714
Centennial Bank
Arkansas
$857K -$14.4K -359 -2%
LIA
1715
LBMC Investment Advisors
Tennessee
$857K +$3.41K +85 +0.4%
WI
1716
Wintrust Investments
Illinois
$856K -$9.9M -246,966 -90%
EB
1717
Emprise Bank
Kansas
$855K
BIM
1718
Baldwin Investment Management
Pennsylvania
$854K
LIP
1719
Lighthouse Investment Partners
Florida
$854K -$2.18M -54,442 -72%
CSA
1720
Cottage Street Advisors
Massachusetts
$853K +$160 +4 +0%
NS
1721
NBC Securities
Alabama
$852K +$34.2K +854 +4%
AFS
1722
Aft Forsyth & Sober
Florida
$851K
SWM
1723
Silverlake Wealth Management
Vermont
$850K -$176K -4,394 -17%
RIG
1724
RiverFront Investment Group
Virginia
$850K +$232K +5,801 +37%
MFGM
1725
Marshall Financial Group (Maryland)
Maryland
$848K +$11K +274 +1%

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.