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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
RA
2301
Riversedge Advisors
Delaware
$374K -$1.64K -41 -0.4%
CFG
2302
Carr Financial Group
Massachusetts
$374K +$240 +6 +0.1%
1IA
2303
1834 Investment Advisors
Wisconsin
$374K -$325K -8,099 -46%
AIP
2304
Almanack Investment Partners
Pennsylvania
$373K +$24.4K +608 +7%
EAM
2305
Everstar Asset Management
North Carolina
$372K +$376K +9,385 New
EIP
2306
Ellis Investment Partners
Pennsylvania
$372K -$32.5K -812 -8%
TA
2307
Townsend & Associates
Colorado
$372K -$9.5K -237 -3%
ACM
2308
AlphaStar Capital Management
North Carolina
$372K +$18K +450 +5%
AMCA
2309
Arthur M. Cohen & Associates
Illinois
$372K -$47.8K -1,193 -11%
MHR
2310
Matthew Hamilton Rosenberg
$371K +$7.66K +191 +2%
NFG
2311
Nadler Financial Group
Illinois
$370K -$3.77K -94 -1%
FSA
2312
Financial Security Advisor
Virginia
$369K +$3.85K +96 +1%
SCG
2313
Sonata Capital Group
Washington
$369K -$12K -300 -3%
GAM
2314
Gould Asset Management
California
$368K +$120K +3,000 +48%
BSG
2315
Black Swift Group
Colorado
$367K +$110K +2,750 +42%
BGAI
2316
Bruce G. Allen Investments
Colorado
$366K -$1.84K -46 -0.5%
RWS
2317
Resolute Wealth Strategies
Mississippi
$365K -$39K -974 -10%
GC
2318
Garde Capital
Washington
$365K
TWM
2319
TCFG Wealth Management
California
$364K +$368K +9,179 New
MC
2320
Miramar Capital
Illinois
$364K -$483K -12,048 -57%
TWM
2321
Triton Wealth Management
Arizona
$362K
LWM
2322
Lakeridge Wealth Management
Ohio
$362K +$240 +6 +0.1%
PP
2323
Pingora Partners
Wyoming
$362K -$18.5K -461 -5%
GFG
2324
Greystone Financial Group
Michigan
$361K
JCM
2325
Jacobsen Capital Management
Utah
$361K +$44.6K +1,113 +14%

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.