We are live on ! Find out more
BAC icon

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
RHAM
2201
Round Hill Asset Management
California
$436K -$26.7K -665 -6%
KFSC
2202
Keystone Financial Services (Colorado)
Colorado
$435K +$30.3K +757 +7%
TAM
2203
Townsend Asset Management
North Carolina
$435K -$3.13K -78 -0.7%
BWM
2204
Brophy Wealth Management
New Hampshire
$434K +$438K +10,937 New
CIM
2205
Chapman Investment Management
California
$433K +$40 +1 +0%
EWS
2206
Evergreen Wealth Solutions
Pennsylvania
$433K -$53.7K -1,340 -11%
SOS
2207
Silver Oak Securities
Tennessee
$431K +$127K +3,164 +41%
PA
2208
Promethium Advisors
Maryland
$431K +$435K +10,865 New
RPWA
2209
Regent Peak Wealth Advisors
Georgia
$431K +$7.58K +189 +2%
SCM
2210
Sollinda Capital Management
Florida
$430K -$40.1K -1,000 -8%
TFA
2211
Toth Financial Advisory
Virginia
$429K +$160 +4 +0%
VFP
2212
Verus Financial Partners
Virginia
$429K -$10K -250 -2%
OWP
2213
Obermeyer Wealth Partners
Colorado
$429K -$86.3K -2,153 -17%
TGAM
2214
TBH Global Asset Management
Tennessee
$428K +$4.17K +104 +1%
SEIA
2215
Signature Estate & Investment Advisors
California
$428K -$11.4K -284 -3%
AWA
2216
Amplius Wealth Advisors
Pennsylvania
$427K
OFS
2217
Oldfather Financial Services
Nebraska
$427K
BAM
2218
Blueshift Asset Management
New Jersey
$427K +$431K +10,756 New
AC
2219
Apella Capital
Connecticut
$426K -$15.7K -392 -3%
TIA
2220
Traphagen Investment Advisors
New Jersey
$426K -$11.9K -296 -3%
CAM
2221
Cozad Asset Management
Illinois
$426K -$17.2K -430 -4%
ACA
2222
Affinity Capital Advisors
California
$425K +$129K +3,215 +43%
ABWM
2223
Alpine Bank Wealth Management
Colorado
$424K +$429K +10,695 New
IWM
2224
Integris Wealth Management
California
$424K +$38.9K +970 +10%
FFC
2225
First Financial Corp
Indiana
$423K -$3.53K -88 -0.8%

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.