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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
USB
2151
Union Savings Bank
Connecticut
$470K -$27.7K -691 -6%
Wolverine Trading
2152
Wolverine Trading
Illinois
$469K -$18.7M -465,784 -98%
V
2153
VeraBank
Texas
$469K -$27.4K -683 -5%
HKIM
2154
Hayek Kallen Investment Management
Alabama
$468K +$26.8K +668 +6%
AIA
2155
Angeles Investment Advisors
California
$467K
IA
2156
IFG Advisors
Missouri
$466K +$2.56K +64 +0.5%
CIC
2157
Crawford Investment Counsel
Georgia
$466K -$20.3K -506 -4%
AF
2158
Alerus Financial
North Dakota
$466K -$8.06K -201 -2%
FOA
2159
Five Oceans Advisors
California
$465K +$1.6K +40 +0.3%
FFA
2160
First Foundation Advisors
California
$464K +$1.4K +35 +0.3%
HWM
2161
Hemington Wealth Management
Virginia
$463K -$41.8K -1,043 -9%
LIM
2162
Leavell Investment Management
Alabama
$461K -$561 -14 -0.1%
FAFN
2163
First Affirmative Financial Network
Colorado
$460K +$103K +2,582 +29%
JWM
2164
JGP Wealth Management
Oregon
$459K +$40.5K +1,010 +10%
CCM
2165
Chiron Capital Management
Florida
$458K -$40.1K -1,000 -8%
SCM
2166
Spring Capital Management
Texas
$458K
AC
2167
Addison Capital
Pennsylvania
$458K -$4.49K -112 -1%
CCAL
2168
City Center Advisors LLC
Michigan
$457K +$9.5K +237 +2%
TCOTS
2169
Trust Company of the South
North Carolina
$456K
LWP
2170
LMG Wealth Partners
Louisiana
$456K -$16.2K -404 -3%
CPA
2171
Capital Performance Advisors
California
$454K +$76.1K +1,899 +20%
GA
2172
Gateway Advisory
New Jersey
$454K +$6.65K +166 +1%
DWM
2173
Destination Wealth Management
California
$454K +$168K +4,202 +58%
FSA
2174
Franklin Street Advisors
North Carolina
$454K +$83.7K +2,089 +22%
OCBCO
2175
Oversea-Chinese Banking Corp (OCBC)
Singapore
$454K -$112K -2,789 -20%

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.