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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
WIP
2076
WealthCare Investment Partners
Rhode Island
$515K -$2.97K -74 -0.6%
TCMP
2077
Thrive Capital Management (Pennsylvania)
Pennsylvania
$514K -$3.93K -98 -0.8%
GAM
2078
Gemmer Asset Management
California
$514K -$5.65K -141 -1%
ATC
2079
Adirondack Trust Company
New York
$514K -$300K -7,491 -37%
OHWP
2080
Oak Harbor Wealth Partners
North Carolina
$513K +$32.1K +800 +7%
TCWA
2081
Turtle Creek Wealth Advisors
Texas
$512K +$50.6K +1,263 +11%
CPRC
2082
Consolidated Portfolio Review Corp
New York
$511K +$16.8K +419 +3%
BFC
2083
Bedel Financial Consulting
Indiana
$510K -$1K -25 -0.2%
TWM
2084
Thrive Wealth Management
Pennsylvania
$509K +$49.3K +1,230 +11%
RCG
2085
Regatta Capital Group
California
$508K +$5.45K +136 +1%
NA
2086
Navellier & Associates
Nevada
$508K -$218K -5,444 -30%
EA
2087
Ergawealth Advisors
Illinois
$508K
AFG
2088
Albion Financial Group
Utah
$506K
MCM
2089
MV Capital Management
Maryland
$505K +$4.53K +113 +0.9%
SMA
2090
Seven Mile Advisory
New Jersey
$504K +$183K +4,578 +56%
VP
2091
Verum Partners
North Carolina
$503K -$12.3K -308 -2%
OIA
2092
Optimum Investment Advisors
Illinois
$502K -$22.6K -563 -4%
CIA
2093
Cape Investment Advisory
Georgia
$500K +$18.8K +468 +4%
CCAM
2094
Cascades Capital Asset Management
North Carolina
$499K +$503K +12,563 New
AWM
2095
Aberdeen Wealth Management
Illinois
$498K +$12K +300 +2%
SLA
2096
Silver Lake Advisory
Utah
$498K -$21.2K -529 -4%
PSF
2097
Pacific Sun Financial
California
$496K -$2.4K -60 -0.5%
HBW
2098
Hazlett, Burt & Watson
West Virginia
$496K +$20K +500 +4%
CG
2099
Clarus Group
Texas
$496K +$1.48K +37 +0.3%
KFA
2100
Kapstone Financial Advisors
Ohio
$495K -$2.12K -53 -0.4%

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.