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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
TWM
2101
Tradition Wealth Management
Minnesota
$495K -$8.54K -213 -2%
SAI
2102
Savvy Advisors Inc
New York
$494K +$97.2K +2,426 +24%
NCFG
2103
New Century Financial Group
New Jersey
$494K -$58.9K -1,470 -11%
ACM
2104
Arcataur Capital Management
Wisconsin
$494K -$601 -15 -0.1%
FCMC
2105
Founders Capital Management (Connecticut)
Connecticut
$493K -$242K -6,040 -33%
ORC
2106
O'Rourke & Company
Massachusetts
$492K +$12.1K +301 +2%
MCM
2107
Morton Capital Management
California
$492K +$94.6K +2,360 +24%
PFSC
2108
Peoples Financial Services Corp
Pennsylvania
$492K -$267K -6,669 -35%
PP
2109
Patron Partners
Texas
$490K -$80K -1,997 -14%
EFH
2110
Eaton Financial Holdings
Florida
$488K +$493K +12,311 New
RA
2111
Rise Advisors
New York
$487K -$21K -524 -4%
FVWA
2112
Foster Victor Wealth Advisors
South Carolina
$487K -$71.8K -1,792 -13%
TFCP
2113
Twin Focus Capital Partners
Massachusetts
$487K -$10K -250 -2%
MAWCM
2114
Mine & Arao Wealth Creation & Management
California
$487K -$922 -23 -0.2%
LCC
2115
Lincoln Capital Corp
Rhode Island
$487K +$1.2K +30 +0.2%
PCP
2116
Proficio Capital Partners
Massachusetts
$486K -$183K -4,572 -27%
CFA
2117
Cahill Financial Advisors
Minnesota
$485K +$9.98K +249 +2%
WCM
2118
Weik Capital Management
Pennsylvania
$485K -$37.1K -925 -7%
MBFW
2119
Morton Brown Family Wealth
Pennsylvania
$484K
SL
2120
Summitry LLC
California
$484K -$17.2K -428 -3%
DA
2121
Drake & Associates
Wisconsin
$482K +$42.2K +1,053 +9%
MWM
2122
Mindset Wealth Management
Indiana
$480K +$485K +12,108 New
MAM
2123
Montchanin Asset Management
Delaware
$480K
S
2124
Sunpointe
Missouri
$480K +$4.29K +107 +0.9%
OTPPB
2125
Ontario Teachers' Pension Plan Board
Ontario, Canada
$479K +$484K +12,081 New

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.