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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
BWA
2326
Blodgett Wealth Advisors
California
$361K +$361 +9 +0.1%
HCA
2327
Hyperion Capital Advisors
New York
$360K
SP
2328
Sequent Planning
Nebraska
$360K -$1.64K -41 -0.4%
LCOV
2329
London Company of Virginia
Virginia
$359K -$46.2K -1,153 -11%
PAG
2330
Powers Advisory Group
Illinois
$357K +$1.68K +42 +0.5%
LC
2331
LCNB Corp
Ohio
$357K -$78.2K -1,952 -18%
PCMF
2332
Private Capital Management (Florida)
Florida
$357K -$62.8K -1,568 -15%
QFA
2333
Quantum Financial Advisors
California
$356K +$26.3K +657 +8%
BWFA
2334
Baltimore-Washington Financial Advisors
Maryland
$356K -$2.56K -64 -0.7%
CST
2335
Charles Schwab Trust
Nevada
$355K
MA
2336
Mezzasalma Advisors
New Jersey
$354K +$16.8K +418 +5%
EWS
2337
Eagle Wealth Strategies
New Jersey
$351K -$8.38K -209 -2%
JHCP
2338
Jackson Hole Capital Partners
Oklahoma
$350K -$46.7K -1,165 -12%
CWA
2339
Consilio Wealth Advisors
Washington
$350K +$40.4K +1,009 +13%
PPC
2340
Park Place Capital
Alabama
$350K
TPWM
2341
Twelve Points Wealth Management
Massachusetts
$350K +$14.8K +369 +4%
SEP
2342
Southland Equity Partners
Missouri
$349K +$29K +723 +9%
KWM
2343
Kolinsky Wealth Management
New Jersey
$348K +$19.8K +493 +6%
FPCP
2344
Fort Point Capital Partners
California
$348K +$28.7K +715 +9%
HA
2345
HC Advisors
Georgia
$348K
WP
2346
WealthPLAN Partners
Nebraska
$347K -$805K -20,077 -70%
ZF
2347
Zhang Financial
Michigan
$347K +$6.41K +160 +2%
EWM
2348
Evermay Wealth Management
Virginia
$346K -$8.02K -200 -2%
WIM
2349
Warwick Investment Management
Texas
$345K +$2.6K +65 +0.8%
VNA
2350
Valley National Advisers
Pennsylvania
$344K -$108K -2,695 -24%

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.