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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
IRC
1826
Investors Research Corp
Georgia
$730K +$20.4K +508 +3%
HFM
1827
Hartford Funds Management
Pennsylvania
$729K +$25.9K +646 +4%
HAC
1828
Harbor Advisory Corp
New Hampshire
$729K -$213K -5,324 -22%
FPWM
1829
FSB Premier Wealth Management
Iowa
$728K +$208K +5,188 +39%
HAG
1830
HF Advisory Group
Maryland
$728K +$42.7K +1,066 +6%
TP
1831
Tranquility Partners
Tennessee
$725K +$16.5K +411 +2%
WAOTB
1832
Wealth Advisors of Tampa Bay
Florida
$724K +$731K +18,239 New
AA
1833
Alta Advisers
United Kingdom
$722K
1WA
1834
180 Wealth Advisors
Washington
$722K -$12.8K -320 -2%
SFWA
1835
Summit Financial Wealth Advisors
Louisiana
$722K
AWM
1836
Accel Wealth Management
Iowa
$720K -$18.4K -458 -2%
SIA
1837
Soltis Investment Advisors
Utah
$718K -$641 -16 -0.1%
BTWM
1838
Baker Tilly Wealth Management
Wisconsin
$716K -$434K -10,835 -38%
RA
1839
RFG Advisory
Alabama
$714K -$62.2K -1,552 -8%
TB
1840
Terril Brothers
Missouri
$714K
CA
1841
Calton & Associates
Florida
$714K -$110K -2,755 -13%
PWP
1842
Private Wealth Partners
California
$713K -$80.2K -2,000 -10%
IC
1843
Iconiq Capital
California
$712K +$437K +10,905 +155%
FCB
1844
First County Bank
Connecticut
$712K +$24.6K +614 +8%
RZH
1845
Relyea Zuckerberg Hanson
Connecticut
$710K -$39.7K -990 -5%
LWA
1846
Ledgewood Wealth Advisors
New Hampshire
$708K +$80.6K +2,012 +13%
DDC
1847
DF Dent & Co
Maryland
$707K -$36.1K -902 -5%
WC
1848
Whitney & Co
New York
$707K
MWA
1849
Muirfield Wealth Advisors
North Carolina
$705K +$51.9K +1,294 +8%
OL
1850
OneFund LLC
Florida
$704K -$11.4K -285 -2%

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.