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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
MLA
2251
My Legacy Advisors
Oregon
$404K +$408K +10,175 New
PFA
2252
Pathway Financial Advisors
Vermont
$403K -$2.2K -55 -0.5%
CFSG
2253
Clark Financial Services Group
Missouri
$403K +$50.5K +1,260 +14%
DA
2254
Dover Advisors
Virginia
$403K -$21.2K -528 -5%
LNWTC
2255
Laird Norton Wetherby Trust Company
Washington
$402K +$406K +10,140 New
AWC
2256
Adamsbrown Wealth Consultants
Kansas
$401K -$1.72K -43 -0.4%
BWG
2257
Beta Wealth Group
California
$401K +$124K +3,105 +44%
SAA
2258
Southeast Asset Advisors
Georgia
$401K +$160 +4 +0%
ESB
2259
Essex Savings Bank
Connecticut
$401K -$81K -2,021 -17%
EWM
2260
Executive Wealth Management
Michigan
$399K +$403K +10,056 New
FC
2261
Financial Council
Maryland
$398K +$281 +7 +0.1%
WP
2262
WMS Partners
Maryland
$397K -$103K -2,571 -20%
RWI
2263
Red Wave Investments
Pennsylvania
$396K
RCI
2264
RS Crum Inc
California
$396K +$281 +7 +0.1%
FG
2265
Foster Group
Iowa
$395K -$9.02K -225 -2%
ACM
2266
Allred Capital Management
Texas
$395K +$2.52K +63 +0.6%
AWMG
2267
Alliance Wealth Management Group
New Jersey
$394K
PFWA
2268
Paces Ferry Wealth Advisors
Georgia
$394K -$2.93K -73 -0.7%
KCPG
2269
Kavar Capital Partners Group
Kansas
$394K -$30.2K -753 -7%
OFG
2270
Oxford Financial Group
Indiana
$394K -$348K -8,684 -47%
BOPW
2271
Brandywine Oak Private Wealth
Pennsylvania
$394K -$120 -3 -0%
OWA
2272
One Wealth Advisors
California
$393K +$23.5K +586 +6%
ATWA
2273
Arbor Trust Wealth Advisors
Michigan
$392K
VC
2274
Veracity Capital
Georgia
$390K +$40 +1 +0%
RBC
2275
Romano Brothers & Co
Illinois
$390K

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.