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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
OAM
2001
Oxford Asset Management
United Kingdom
$575K +$581K +14,501 New
TIA
2002
Tiemann Investment Advisors
California
$574K
AWAP
2003
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$572K -$50.8K -1,267 -8%
BMCM
2004
Black Maple Capital Management
Wisconsin
$571K +$577K +14,400 New
CF
2005
Clarity Financial
Texas
$571K +$260K +6,495 +82%
LF
2006
Lantz Financial
Illinois
$571K +$7.29K +182 +1%
VCP
2007
Verus Capital Partners
Arizona
$570K -$113K -2,814 -16%
LGW
2008
Leslie Global Wealth
Illinois
$570K +$575K +14,356 New
FMN
2009
Financial Management Network
California
$569K -$1.92K -48 -0.3%
PBF
2010
Petix & Botte Financial
California
$569K
TFA
2011
Transamerica Financial Advisors
Florida
$568K +$573K +14,291 New
WA
2012
Wambolt & Associates
Colorado
$567K -$22.3K -556 -4%
BDFN
2013
Bond & Devick Financial Network
Minnesota
$565K -$9.14K -228 -2%
DWM
2014
Defined Wealth Management
Oregon
$565K -$4.25K -106 -0.7%
TWP
2015
Tyche Wealth Partners
Texas
$565K -$49.7K -1,241 -8%
AIC
2016
Archer Investment Corporation
Indiana
$563K +$200 +5 +0%
MSR
2017
Main Street Research
Connecticut
$563K -$239K -5,968 -30%
VDI
2018
Vaughan David Investments
Illinois
$561K -$77.8K -1,940 -12%
CWA
2019
Canvas Wealth Advisors
Kansas
$561K -$31.9K -797 -5%
SCP
2020
Sivia Capital Partners
California
$560K -$15.8K -395 -3%
LPP
2021
Life Planning Partners
Florida
$558K -$122K -3,041 -18%
AF
2022
Apexium Financial
Texas
$557K +$9.78K +244 +2%
WA
2023
WESPAC Advisors
California
$556K +$160 +4 +0%
UF
2024
Univest Financial
Pennsylvania
$556K +$561K +14,002 New
SLG
2025
Stanley-Laman Group
Pennsylvania
$556K

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.