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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
CWA
2051
Clearview Wealth Advisors
Oregon
$539K -$264K -6,595 -33%
BCCM
2052
Black Cypress Capital Management
Florida
$538K -$115K -2,879 -18%
BFG
2053
Berger Financial Group
Minnesota
$538K +$44K +1,099 +9%
BRG
2054
Bay Rivers Group
Virginia
$534K -$802 -20 -0.1%
SW
2055
SlateStone Wealth
Florida
$533K +$85K +2,121 +19%
RCM
2056
Raleigh Capital Management
North Carolina
$533K -$50.2K -1,252 -9%
HI
2057
Hudock Inc
Pennsylvania
$533K -$33.1K -827 -6%
BEAM
2058
Baker Ellis Asset Management
Washington
$532K +$44.1K +1,100 +9%
PG
2059
Patten Group
Tennessee
$530K -$265K -6,620 -33%
HAS
2060
HBW Advisory Services
California
$530K -$27.5K -687 -5%
BT
2061
Brandywine Trust
Delaware
$529K
BL
2062
Balentine LLC
Georgia
$528K +$533K +13,304 New
Aristotle Capital Management
2063
Aristotle Capital Management
California
$528K
TCOT
2064
Trust Company of Toledo
Ohio
$527K +$16.7K +417 +3%
FWCM
2065
Ferguson Wellman Capital Management
Oregon
$527K -$25K -625 -4%
SWRP
2066
Summit Wealth & Retirement Planning
California
$527K +$30.9K +770 +6%
AWM
2067
Ariadne Wealth Management
California
$526K +$129K +3,228 +38%
GSIAS
2068
Garden State Investment Advisory Services
New Jersey
$525K -$14.4K -359 -3%
AFP
2069
Ausdal Financial Partners
Iowa
$523K -$18.5K -462 -3%
KLWA
2070
Kelly Lawrence W & Associates
California
$522K +$160K +3,982 +43%
G
2071
GenTrust
Florida
$521K -$35.7K -892 -6%
GPA
2072
Guidance Point Advisors
Massachusetts
$516K +$1.76K +44 +0.3%
SAF
2073
Smith Anglin Financial
Texas
$516K +$62.6K +1,561 +14%
JC
2074
JB Capital
Connecticut
$515K +$38.5K +960 +8%
MSA
2075
Marino Stram & Associates
Massachusetts
$515K -$1.64K -41 -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.