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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
PGWM
1751
Parisi Gray Wealth Management
New Jersey
$809K -$44.8K -1,117 -5%
MFG
1752
Menard Financial Group
Texas
$809K +$112K +2,804 +16%
FI
1753
Finivi Inc
Massachusetts
$808K -$681 -17 -0.1%
WP
1754
Westmount Partners
California
$808K -$167K -4,165 -17%
CAM
1755
Councilmark Asset Management
Tennessee
$807K
OPTFSNA
1756
Old Point Trust & Financial Services N A
Virginia
$806K
WAM
1757
WNY Asset Management
New York
$804K -$66.2K -1,653 -8%
CSC
1758
Caldwell Sutter Capital
California
$803K +$4.21K +105 +0.5%
CF
1759
Copperwynd Financial
Arizona
$800K +$35.6K +888 +5%
AFG
1760
Allegheny Financial Group
Pennsylvania
$800K -$48K -1,197 -6%
CCM
1761
Crew Capital Management
Ohio
$800K
MCC
1762
Maiden Cove Capital
Maine
$799K +$212K +5,281 +36%
TNA
1763
True North Advisors
Texas
$799K +$327K +8,168 +68%
BCM
1764
BTC Capital Management
Iowa
$797K -$6.69K -167 -0.8%
WC
1765
Westhampton Capital
North Carolina
$795K -$3.09K -77 -0.4%
GC
1766
GFG Capital
Florida
$795K -$16.4K -409 -1%
CCI
1767
Credit Capital Investments
New Jersey
$794K -$120K -3,000 -13%
MA
1768
MSA Advisors
California
$794K
OC
1769
Oakworth Capital
Alabama
$793K +$39.6K +987 +5%
I
1770
InceptionR
California
$787K +$175K +4,356 +28%
MMA
1771
Miracle Mile Advisors
California
$786K +$74.5K +1,858 +10%
LAIC
1772
Lederer & Associates Investment Counsel
California
$785K
PTP
1773
Platform Technology Partners
New York
$782K -$87.9K -2,194 -10%
MFG
1774
MidWestOne Financial Group
Iowa
$782K +$55.6K +1,387 +8%
LJAC
1775
L.J. Altfest & Co
New York
$782K -$33.8K -843 -4%

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.