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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
LP
2126
LMR Partners
United Kingdom
$479K +$484K +12,075 New
EW
2127
Elyxium Wealth
California
$479K +$484K +12,071 New
FAT
2128
First American Trust
California
$479K -$43K -1,073 -8%
RP
2129
Rice Partnership
Hawaii
$479K -$84K -2,097 -15%
CIM
2130
CIM Investment Management
Pennsylvania
$478K -$15.3K -383 -3%
AP
2131
Atwood & Palmer
Missouri
$478K
LWL
2132
Leo Wealth LLC
Texas
$476K -$441 -11 -0.1%
UCB
2133
United Community Bank
South Carolina
$476K -$19K -473 -4%
RCM
2134
Radnor Capital Management
Pennsylvania
$476K +$206K +5,150 +75%
SIC
2135
Sigma Investment Counselors
Michigan
$476K +$51.3K +1,281 +12%
TPWA
2136
TRUE Private Wealth Advisors
Oregon
$475K -$138K -3,435 -22%
SC
2137
Sawyer & Company
Massachusetts
$475K
OP
2138
ORG Partners
Indiana
$475K -$99K -2,471 -17%
FAM
2139
Flaharty Asset Management
Florida
$474K -$27.1K -677 -5%
DWM
2140
Dogwood Wealth Management
Kansas
$474K +$43.3K +1,080 +10%
CWM
2141
Cahaba Wealth Management
Georgia
$473K +$1.04K +26 +0.2%
AWG
2142
Altus Wealth Group
Colorado
$473K +$8.5K +212 +2%
LNB
2143
Ledyard National Bank
$472K +$70.9K +1,769 +17%
MC
2144
Middleton & Co
Massachusetts
$472K -$20K -500 -4%
RWP
2145
Ridgecrest Wealth Partners
California
$471K +$3.41K +85 +0.7%
MAG
2146
Mayfair Advisory Group
Alabama
$471K +$76.6K +1,911 +19%
BTC
2147
Bank & Trust Company
Illinois
$470K
BFA
2148
Benedict Financial Advisors
Georgia
$470K -$78.8K -1,965 -14%
BHA
2149
Beech Hill Advisors
New York
$470K -$8.02K -200 -2%
ML
2150
McAdam LLC
Pennsylvania
$470K +$16.1K +402 +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.