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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
WBWA
2026
William B. Walkup & Associates
South Carolina
$555K -$68.1K -1,700 -11%
NMG
2027
New Millennium Group
Utah
$554K -$115K -2,875 -17%
PMG
2028
Private Management Group
California
$554K +$257K +6,422 +85%
CRWM
2029
Castle Rock Wealth Management
California
$554K +$104K +2,584 +23%
SSWM
2030
Sheets Smith Wealth Management
North Carolina
$553K -$19.8K -495 -3%
CC
2031
Chicago Capital
Illinois
$552K +$10K +250 +2%
SAM
2032
Secure Asset Management
Michigan
$551K -$181K -4,524 -25%
AIA
2033
Arbor Investment Advisors
North Carolina
$551K +$200K +4,991 +56%
CFG
2034
Copley Financial Group
California
$550K +$555K +13,859 New
PW
2035
Paladin Wealth
Minnesota
$549K +$555K +13,838 New
LFP
2036
Lakeshore Financial Planning
Michigan
$549K +$3.09K +77 +0.6%
CSPAM
2037
Cary Street Partners Asset Management
Virginia
$547K -$41.8K -1,044 -7%
AWM
2038
Activest Wealth Management
Florida
$547K -$3.77K -94 -0.7%
MAG
2039
M3 Advisory Group
Massachusetts
$546K +$6.41K +160 +1%
Capstone Investment Advisors
2040
Capstone Investment Advisors
New York
$545K -$1.33M -33,250 -71%
OL
2041
Optas LLC
Texas
$545K +$75.3K +1,880 +16%
OWA
2042
Outlook Wealth Advisors
Texas
$544K +$550K +13,714 New
NCTC
2043
New Covenant Trust Company
Indiana
$544K +$59.5K +1,485 +12%
JWBC
2044
J.W. Burns & Co
New York
$542K -$579K -14,451 -51%
BOSSRA
2045
B.O.S.S. Retirement Advisors
Utah
$541K +$65.4K +1,631 +14%
CIA
2046
Cladis Investment Advisory
Montana
$541K -$16K -399 -3%
GKWIM
2047
Gerber Kawasaki Wealth & Investment Management
California
$540K -$224K -5,580 -29%
HA
2048
Hanover Advisors
South Carolina
$540K
PPP
2049
Private Portfolio Partners
New Jersey
$539K +$545K +13,596 New
FNBOO
2050
First National Bank of Omaha
Nebraska
$539K -$40.1K -1,000 -7%

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.