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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
BWM
1876
Blossom Wealth Management
California
$679K +$12.6K +315 +2%
OA
1877
Oxbow Advisors
Texas
$678K +$40 +1 +0%
EA
1878
Everpar Advisors
Oklahoma
$678K -$48.1K -1,199 -7%
HC
1879
Hara Capital
Washington
$677K -$27.3K -680 -4%
ADMI
1880
Albert D. Mason Inc
Massachusetts
$676K -$6.21K -155 -0.9%
IP
1881
Ignite Planners
California
$674K +$3.13K +78 +0.5%
GWM
1882
Gibbs Wealth Management
Georgia
$674K -$29.5K -735 -4%
C
1883
CEDRUS
Colorado
$672K +$166K +4,142 +32%
CB
1884
Community Bank
New York
$671K -$95.3K -2,379 -12%
CPA
1885
Capital Planning Advisors
California
$671K -$882 -22 -0.1%
PWM
1886
PBMares Wealth Management
Virginia
$670K +$1.96K +49 +0.3%
WAG
1887
Wallace Advisory Group
California
$669K -$22.3K -556 -3%
AMBIA
1888
Allen Mooney & Barnes Investment Advisors
Georgia
$668K -$5.37K -134 -0.8%
WFA
1889
Wellspring Financial Advisors
Ohio
$668K +$251K +6,252 +59%
SMC
1890
Smith, Moore & Co
Missouri
$667K -$1.2K -30 -0.2%
GWP
1891
Gateway Wealth Partners
Wisconsin
$667K -$14.9K -372 -2%
FFG
1892
Fortem Financial Group
California
$666K +$15K +375 +2%
CWM
1893
C2C Wealth Management
Arizona
$665K
MFG
1894
Magnus Financial Group
New York
$664K -$755K -18,831 -53%
FWP
1895
Firethorn Wealth Partners
Georgia
$664K -$28.4K -708 -4%
HNWAG
1896
High Net Worth Advisory Group
Florida
$664K -$53.7K -1,339 -7%
ICP
1897
Interchange Capital Partners
Pennsylvania
$663K -$23.2K -578 -3%
BCA
1898
Bay Colony Advisors
Massachusetts
$663K -$19.5K -486 -3%
MW
1899
Maia Wealth
Colorado
$663K +$42.7K +1,065 +7%
SPC
1900
Spirepoint Private Client
Florida
$662K -$3.01K -75 -0.4%

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.