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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
SWP
1901
Strategic Wealth Partners
Ohio
$661K -$41K -1,023 -6%
MW
1902
MBL Wealth
North Carolina
$660K +$2.93K +73 +0.4%
MC
1903
Machina Capital
France
$660K -$827K -20,639 -55%
SIM
1904
SSI Investment Management
California
$659K -$361 -9 -0.1%
MPWS
1905
McCarter Private Wealth Services
Massachusetts
$659K +$666K +16,612 New
SAM
1906
S.A. Mason
Michigan
$659K -$3.69K -92 -0.6%
SN
1907
Sittner & Nelson
Oregon
$658K +$40.2K +1,004 +6%
PVI
1908
Pine Valley Investments
New Jersey
$658K +$14.3K +356 +2%
DAM
1909
Delta Asset Management
Tennessee
$658K -$11.2K -279 -2%
FMTC
1910
Farmers & Merchants Trust Company
California
$657K -$64.1K -1,600 -9%
UWS
1911
Unique Wealth Strategies
Illinois
$656K +$2.2K +55 +0.3%
WF
1912
WoodTrust Financial
Wisconsin
$656K -$297K -7,411 -31%
ABLA
1913
Alan B. Lancz & Associates
Ohio
$656K +$54.1K +1,350 +9%
MCI
1914
MRP Capital Investments
Georgia
$655K -$82.2K -2,050 -11%
SCA
1915
STALEY CAPITAL ADVISERS
Pennsylvania
$655K
TWA
1916
TCI Wealth Advisors
Arizona
$652K -$164K -4,094 -20%
AIMCA
1917
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$651K +$232K +5,800 +55%
CT
1918
Colonial Trust
South Carolina
$650K +$2.85K +71 +0.4%
KIG
1919
Kowal Investment Group
Wisconsin
$649K +$40.9K +1,021 +7%
FC
1920
FCA Corp
Texas
$649K -$74.4K -1,856 -10%
CSB
1921
City State Bank
Iowa
$648K +$34.2K +854 +6%
SMWM
1922
Silvia McColl Wealth Management
California
$647K
WCA
1923
Westover Capital Advisors
Delaware
$647K
TF
1924
Tudor Financial
Ohio
$645K +$652K +16,264 New
FWM
1925
Forza Wealth Management
Florida
$645K +$20.4K +509 +3%

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.