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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
SFP
1801
Sweet Financial Partners
Minnesota
$759K -$9.78K -244 -1%
BFS
1802
Burkett Financial Services
South Carolina
$759K +$19.1K +477 +3%
MRCM
1803
M&R Capital Management
New Jersey
$756K +$31.8K +794 +4%
WA
1804
Wealth Alliance
New York
$756K -$15.2K -379 -2%
CA
1805
Continuum Advisory
Idaho
$756K +$282K +7,039 +75%
TYCC
1806
Texas Yale Capital Corp
Florida
$756K +$16K +400 +2%
PWP
1807
Pursue Wealth Partners
California
$755K
JPG
1808
Jordan Park Group
California
$754K +$761K +19,000 New
CPSC
1809
Carl P. Sherr & Co
Massachusetts
$752K +$441 +11 +0.1%
MFC
1810
Mechanics Financial Corp
Ohio
$750K +$38.1K +950 +5%
BW
1811
BIP Wealth
Georgia
$748K +$2.97K +74 +0.4%
LIM
1812
Lathrop Investment Management
Arkansas
$746K +$34.1K +850 +5%
LCM
1813
LVM Capital Management
Michigan
$745K
CCIA
1814
Cherry Creek Investment Advisors
Colorado
$744K +$4.57K +114 +0.6%
T
1815
TOBAM
France
$742K -$2.69K -67 -0.4%
OFW
1816
Omnia Family Wealth
Florida
$741K +$31.8K +794 +4%
LWA
1817
Lantern Wealth Advisors
New York
$741K -$226K -5,638 -23%
DFG
1818
Delta Financial Group
New Jersey
$740K -$44.6K -1,114 -6%
AIA
1819
Alera Investment Advisors
Illinois
$740K -$34.9K -872 -4%
TCM
1820
Traynor Capital Management
Pennsylvania
$739K +$104K +2,594 +16%
DWM
1821
Drive Wealth Management
Utah
$739K -$27.6K -689 -4%
IWA
1822
Inspirion Wealth Advisors
Illinois
$738K -$61.1K -1,525 -8%
KBG
1823
Kahn Brothers Group
New York
$737K -$10.5K -261 -1%
JWA
1824
JFS Wealth Advisors
Pennsylvania
$735K +$497K +12,396 +202%
Impax Asset Management Group
1825
Impax Asset Management Group
United Kingdom
$734K

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.