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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
PA
2351
Prossimo Advisors
California
$344K +$347K +8,660 New
WWP
2352
WR Wealth Planners
Missouri
$344K -$113K -2,831 -25%
ZB
2353
Zions Bancorporation
Utah
$343K -$518K -12,927 -60%
VCM
2354
Versant Capital Management
Arizona
$343K +$49.8K +1,243 +17%
LTI
2355
Laffer Tengler Investments
Tennessee
$343K -$15.9K -397 -4%
TT
2356
TI-Trust
Illinois
$343K
CHA
2357
Cooper/Haims Advisors
New York
$343K -$20K -500 -5%
SWM
2358
Sendero Wealth Management
Texas
$342K
MA
2359
MBA Advisors
Pennsylvania
$342K +$4.29K +107 +1%
GWM
2360
GSB Wealth Management
Connecticut
$341K -$9.82K -245 -3%
TAM
2361
Tucker Asset Management
Colorado
$341K +$51.5K +1,284 +18%
ACS
2362
Archford Capital Strategies
Illinois
$340K +$52.1K +1,300 +19%
KA
2363
Kozak & Associates
Colorado
$339K -$11.8K -295 -4%
LCWP
2364
Legacy Capital Wealth Partners
Arkansas
$339K +$6.85K +171 +2%
WW
2365
Westshore Wealth
California
$338K -$6.37K -159 -2%
SP
2366
Stablepoint Partners
Massachusetts
$338K +$32.5K +811 +11%
M
2367
MOTCO
Texas
$337K -$10.5K -263 -3%
SFS
2368
Summit Financial Strategies
Ohio
$337K
GSEP
2369
Golden State Equity Partners
California
$337K -$2.18M -54,510 -87%
SFB
2370
STAR Financial Bank
Indiana
$337K -$88.5K -2,208 -21%
MFGP
2371
Marshall Financial Group (Pennsylvania)
Pennsylvania
$336K +$2.12K +53 +0.6%
TW
2372
Traveka Wealth
California
$336K +$28.5K +711 +9%
CCMIC
2373
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$335K +$25.7K +642 +8%
WP
2374
WealthShield Partners
North Carolina
$334K -$193K -4,805 -36%
DI
2375
DDFG Inc
California
$333K -$9.98K -249 -3%

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.