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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
MWP
2376
Meridian Wealth Partners
Pennsylvania
$331K +$1.28K +32 +0.4%
UBV
2377
United Bank (Virginia)
Virginia
$330K +$7.7K +192 +2%
SP
2378
Successful Portfolios
Florida
$329K
JWCA
2379
J.W. Coons Advisors
Ohio
$329K -$55.7K -1,390 -14%
AHL
2380
Abel Hall LLC
Louisiana
$329K -$7.62K -190 -2%
SHFA
2381
SC&H Financial Advisors
Maryland
$328K -$88.5K -2,207 -21%
WA
2382
Waddell & Associates
Tennessee
$328K +$12K +299 +4%
CA
2383
Centerpoint Advisors
Massachusetts
$328K +$40 +1 +0%
DJSG
2384
D.J. St. Germain
Massachusetts
$328K -$15.6K -388 -4%
TC
2385
Trilogy Capital
California
$328K -$30.5K -760 -8%
NPFS
2386
Novak & Powell Financial Services
Florida
$328K -$802 -20 -0.2%
AI
2387
AXS Investments
New York
$327K -$62.5K -1,560 -16%
ST
2388
Sageworth Trust
Pennsylvania
$326K +$329K +8,206 New
NWA
2389
New World Advisors
Massachusetts
$325K -$16K -400 -5%
GDP
2390
Great Diamond Partners
Maine
$325K -$211K -5,265 -39%
SMH
2391
Sanders Morris Harris
Texas
$325K -$922 -23 -0.3%
JCM
2392
Jag Capital Management
Missouri
$324K -$114K -2,840 -26%
ONSWM
2393
Old North State Wealth Management
North Carolina
$323K -$8.7K -217 -3%
WCM
2394
WealthBridge Capital Management
Ohio
$322K +$60.7K +1,515 +23%
MM
2395
MQS Management
New York
$322K +$325K +8,121 New
AWAU
2396
Alliance Wealth Advisors (Utah)
Utah
$322K -$481 -12 -0.1%
MA
2397
MKT Advisors
California
$321K
CWP
2398
CFM Wealth Partners
Texas
$321K +$8.02K +200 +3%
MCP
2399
Mirador Capital Partners
California
$320K +$1.72K +43 +0.5%
VH
2400
Visionary Horizons
Tennessee
$320K -$235K -5,857 -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.