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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
Cohen & Steers
2226
Cohen & Steers
New York
$422K +$8.1K +202 +2%
KWM
2227
Keebeck Wealth Management
Illinois
$421K +$2.08K +52 +0.5%
FMP
2228
Financial Management Professionals
Texas
$421K -$73.3K -1,829 -15%
SIGI
2229
Susquehanna International Group (Ireland)
Ireland
$421K +$425K +10,605 New
CIM
2230
Confluence Investment Management
Missouri
$420K
WCM
2231
Wedge Capital Management
North Carolina
$419K +$2.16K +54 +0.5%
DIM
2232
Delta Investment Management
California
$418K +$11.3K +281 +3%
BWAM
2233
Boyd Watterson Asset Management
Ohio
$418K -$22.1K -552 -5%
CAC
2234
Certified Advisory Corp
Florida
$417K +$42.3K +1,056 +11%
AT
2235
Arlington Trust
Alabama
$417K +$4.41K +110 +1%
KW
2236
KWB Wealth
California
$416K +$1.6K +40 +0.4%
FA
2237
FDx Advisors
Illinois
$416K +$420K +10,476 New
SSW
2238
Stone Summit Wealth
Florida
$413K -$4.01K -100 -1%
LFG
2239
Larson Financial Group
Missouri
$412K +$63.4K +1,583 +18%
BAM
2240
Brave Asset Management
New Jersey
$412K -$4.01K -100 -1%
SWA
2241
SFMG Wealth Advisors
Texas
$411K -$58.1K -1,450 -12%
BWA
2242
BlueChip Wealth Advisors
Georgia
$411K -$92.4K -2,305 -18%
SAMT
2243
Select Asset Management & Trust
Pennsylvania
$411K -$300K -7,475 -42%
CPSAC
2244
Chas P. Smith & Associates (CPS)
Florida
$410K +$1.6K +40 +0.4%
CM
2245
Cornerstone Management
Georgia
$409K
GHAM
2246
Gilman Hill Asset Management
Connecticut
$409K +$413K +10,297 New
CM
2247
Capula Management
Cayman Islands
$408K +$268K +6,686 +186%
VC
2248
Vicus Capital
Pennsylvania
$408K -$151K -3,757 -27%
IF
2249
Intrua Financial
Texas
$408K -$117K -2,920 -22%
BWCS
2250
Beirne Wealth Consulting Services
Connecticut
$406K -$23.4K -584 -5%

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.