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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
SCM
1726
Steele Capital Management
Iowa
$844K -$10K -250 -1%
EFL
1727
ERn Financial LLC
Wisconsin
$844K -$30K -748 -3%
AWM
1728
AllSquare Wealth Management
New York
$843K +$162K +4,042 +23%
WPA
1729
West Paces Advisors
Georgia
$841K
BOS
1730
Bank of Stockton
California
$838K -$15.9K -397 -2%
BC
1731
Barrett & Company
Rhode Island
$838K -$293K -7,310 -26%
SPG
1732
Strategic Planning Group
Utah
$836K +$629K +15,701 +292%
PBO
1733
Peoples Bank (Ohio)
Ohio
$834K
CWS
1734
Confluence Wealth Services
Pennsylvania
$833K +$38.4K +959 +5%
DCM
1735
Driehaus Capital Management
Illinois
$833K -$40.4K -1,009 -5%
WFI
1736
West Family Investments
California
$832K +$193K +4,806 +30%
APC
1737
Aspire Private Capital
North Carolina
$830K +$423K +10,553 +102%
BIAS
1738
Beacon Investment Advisory Services
New Jersey
$828K +$9.26K +231 +1%
BAG
1739
Bridgewealth Advisory Group
California
$824K +$266K +6,634 +47%
EP
1740
Edgestream Partners
New Jersey
$823K +$572K +14,281 +221%
CCC
1741
Chelsea Counsel Company
California
$821K
LCM
1742
Leisure Capital Management
California
$820K +$18.6K +464 +2%
EAM
1743
Empirical Asset Management
Massachusetts
$819K -$55.7K -1,391 -4%
TTWM
1744
TCV Trust & Wealth Management
Virginia
$819K -$13.9K -347 -2%
SFA
1745
Semmax Financial Advisors
North Carolina
$818K -$3.73K -93 -0.5%
OC
1746
Opinicus Capital
Florida
$815K +$2.93K +73 +0.4%
AC
1747
ASB Consultores
Florida
$815K +$40.4K +1,008 +5%
VanEck Associates
1748
VanEck Associates
New York
$814K +$421K +10,497 +120%
BWA
1749
Beam Wealth Advisors
Louisiana
$814K +$72.9K +1,818 +10%
WDA
1750
Wendell David Associates
New Hampshire
$809K

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.