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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
OBWG
2276
Onyx Bridge Wealth Group
New York
$390K +$18.7K +467 +5%
VST
2277
Van Strum & Towne
California
$390K
LIG
2278
Lokken Investment Group
Delaware
$390K +$2.81K +70 +0.7%
BAM
2279
BOS Asset Management
Illinois
$389K -$44.2K -1,102 -10%
OFS
2280
Orrstown Financial Services
Pennsylvania
$389K +$392K +9,793 New
OAM
2281
Occidental Asset Management
California
$388K +$47.4K +1,183 +14%
OPPS
2282
Obsidian Personal Planning Solutions
Maryland
$388K +$3.41K +85 +0.9%
CCG
2283
Chatham Capital Group
Georgia
$387K
MPIA
2284
Mountain Pacific Investment Advisers
Idaho
$387K
CW
2285
Channel Wealth
California
$385K -$40 -1 -0%
WAM
2286
Walker Asset Management
Missouri
$384K -$9.86K -246 -2%
TCM
2287
Tradewinds Capital Management
Washington
$383K +$40 +1 +0%
CWA
2288
Consilium Wealth Advisory
Texas
$382K
CWM
2289
Cherrydale Wealth Management
New Jersey
$382K +$401 +10 +0.1%
BST
2290
Bath Savings Trust
Maine
$382K +$20K +500 +5%
ACP
2291
Aveo Capital Partners
Colorado
$381K +$133K +3,326 +53%
JLBC
2292
J.L. Bainbridge & Co
Florida
$381K +$3.85K +96 +1%
NEPPG
2293
New England Professional Planning Group
Rhode Island
$380K
PCA
2294
Prosperity Capital Advisors
Ohio
$380K +$70.6K +1,761 +23%
TA
2295
TrueWealth Advisors
Alabama
$378K +$9.18K +229 +2%
AT
2296
American Trust
Kentucky
$378K -$39.9K -995 -9%
FFA
2297
Fi3 Financial Advisors
Indiana
$378K +$71.2K +1,776 +23%
CWM
2298
Centric Wealth Management
Illinois
$378K -$6.09K -152 -2%
CWM
2299
Centurion Wealth Management
Virginia
$377K +$381K +9,495 New
SI
2300
Seeds Investor
New York
$375K +$111K +2,781 +42%

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.