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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
SB
2176
Sunflower Bank
Texas
$454K +$30.7K +765 +7%
BMC
2177
Benin Management Corp
Connecticut
$454K +$842 +21 +0.2%
CFP
2178
Cascade Financial Partners
California
$453K
LWM
2179
LongView Wealth Management
Georgia
$453K -$13.2K -329 -3%
TFG
2180
Tilson Financial Group
New Jersey
$451K -$5.85K -146 -1%
OAM
2181
Oak Asset Management
California
$450K
PSP
2182
Pacific Sage Partners
Washington
$450K -$761 -19 -0.2%
RFO
2183
RiverGlades Family Offices
Florida
$448K
FDS
2184
Freedom Day Solutions
Texas
$448K
SWP
2185
Semus Wealth Partners
Florida
$448K +$17.2K +429 +4%
NRI
2186
NFP Retirement Inc
California
$447K -$307K -7,667 -40%
GA
2187
Geller Advisors
New York
$446K -$218K -5,427 -33%
LSA
2188
L & S Advisors
California
$446K +$24.8K +620 +6%
CCB
2189
Cutter & Co Brokerage
Missouri
$445K -$22.7K -566 -5%
AFG
2190
ABLE Financial Group
Arizona
$445K -$1.6K -40 -0.4%
CWS
2191
Cypress Wealth Services
California
$442K +$5.85K +146 +1%
KA
2192
Klingman & Associates
New York
$442K +$16.7K +416 +4%
DLCIG
2193
D.L. Carlson Investment Group
New Hampshire
$441K -$88.8K -2,216 -17%
TCPW
2194
Twin City Private Wealth
North Carolina
$441K +$6.33K +158 +1%
SBF
2195
Sara-Bay Financial
Florida
$440K -$134K -3,348 -23%
PCM
2196
Prelude Capital Management
New York
$440K -$237K -5,925 -35%
TF
2197
Trek Financial
Arizona
$440K -$10.7K -266 -2%
APW
2198
Austin Private Wealth
Texas
$439K +$14.1K +352 +3%
SAM
2199
Smithbridge Asset Management
Pennsylvania
$437K
WRPWM
2200
Werba Rubin Papier Wealth Management
California
$436K +$91.5K +2,282 +26%

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.