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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
SP
1851
Stonebrook Private
Michigan
$702K +$49.7K +1,239 +8%
KCM
1852
Kanawha Capital Management
Virginia
$701K -$26.7K -667 -4%
AIA
1853
AIMZ Investment Advisors
California
$700K +$85.8K +2,142 +14%
CAM
1854
Close Asset Management
United Kingdom
$700K
GAM
1855
Grandview Asset Management
Pennsylvania
$700K +$3.13K +78 +0.4%
BSI
1856
Bennett Selby Investments
Maine
$700K -$7.05K -176 -1%
CIR
1857
Clear Investment Research
Georgia
$699K +$40 +1 +0%
WCM
1858
Whitener Capital Management
North Carolina
$698K +$20K +500 +3%
SA
1859
Strategic Advocates
Utah
$698K -$230K -5,740 -25%
GCAC
1860
Guardian Capital Advisors (Canada)
Ontario, Canada
$695K
OPA
1861
Old Port Advisors
Maine
$695K -$42.2K -1,052 -6%
GPA
1862
Garrison Point Advisors
California
$694K +$30.1K +751 +4%
JSL
1863
JT Stratford LLC
Georgia
$693K +$25.1K +627 +4%
RCA
1864
Resonant Capital Advisors
Wisconsin
$692K +$19.2K +478 +3%
MSAM
1865
Moloney Securities Asset Management
Missouri
$690K -$79K -1,970 -10%
BB
1866
Bell Bank
North Dakota
$690K +$40 +1 +0%
HL
1867
HeadInvest LLC
Maine
$688K -$41.1K -1,025 -6%
CI
1868
Cavalier Investments
Georgia
$687K +$41.5K +1,035 +6%
EFA
1869
Evernest Financial Advisors
Indiana
$686K -$401 -10 -0.1%
CJL
1870
Cyrus J. Lawrence
New York
$686K -$10.8K -270 -2%
PWM
1871
Prentice Wealth Management
New York
$686K -$31.6K -788 -4%
PCM
1872
Pointe Capital Management
Michigan
$683K +$25.8K +643 +4%
NRC
1873
New Republic Capital
North Carolina
$680K -$53.5K -1,335 -7%
CAM
1874
Cypress Asset Management
Texas
$680K +$53.1K +1,325 +8%
DDPIC
1875
Deroy & Devereaux Private Investment Counsel
Michigan
$680K

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.