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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
SIA
1951
SkyView Investment Advisors
New Jersey
$619K +$25.9K +645 +4%
EBT
1952
Enterprise Bank & Trust
Massachusetts
$618K
PWAC
1953
Private Wealth Advisors (California)
California
$617K -$8.1K -202 -1%
EFSCE
1954
Enterprise Financial Services Corp (EFSC)
Missouri
$616K -$13.8K -344 -2%
GFG
1955
Goldstone Financial Group
Illinois
$615K +$116K +2,895 +23%
DW30
1956
Drucker Wealth 3.0
New Jersey
$615K +$22.2K +554 +4%
VCM
1957
Virtue Capital Management
Tennessee
$614K -$29.3K -731 -5%
ZIG
1958
Zuckerman Investment Group
Illinois
$614K -$1.59M -39,599 -72%
AA
1959
Addison Advisors
Vermont
$613K -$12.2K -304 -2%
AAP
1960
Arax Advisory Partners
Colorado
$613K +$21.4K +534 +4%
YIA
1961
YHB Investment Advisors
Connecticut
$610K -$109K -2,717 -15%
IVP
1962
Intrinsic Value Partners
Arizona
$610K -$717K -17,900 -54%
GIA
1963
Guyasuta Investment Advisors
Pennsylvania
$609K +$32.1K +801 +6%
FM
1964
Foster & Motley
Ohio
$608K +$802 +20 +0.1%
BMMM
1965
Boston Mountain Money Management
Arkansas
$608K
OWA
1966
Opal Wealth Advisors
New York
$606K +$42.1K +1,050 +7%
AG
1967
Algert Global
California
$606K +$612K +15,266 New
PCMC
1968
Private Capital Management (Colorado)
Colorado
$605K +$403K +10,067 +195%
SWM
1969
Selective Wealth Management
Virginia
$604K -$9.58K -239 -2%
EWA
1970
Encompass Wealth Advisors
Oregon
$604K +$80 +2 +0%
FFG
1971
Frisch Financial Group
New York
$601K -$29.2K -729 -5%
GFA
1972
Gifford Fong Associates
California
$601K
RWPA
1973
Richard W. Paul & Associates
Michigan
$601K +$7.78K +194 +1%
TVM
1974
True Vision MN
Minnesota
$599K +$78K +1,946 +15%
SIC
1975
Shoker Investment Counsel
Ohio
$598K +$1.8K +45 +0.3%

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.