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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
KMWM
2401
Keudell/Morrison Wealth Management
Oregon
$320K -$547K -13,640 -63%
FA
2402
Financial Advisors
Massachusetts
$320K
BP
2403
BBR Partners
New York
$319K -$19.1K -476 -6%
PWA
2404
Physician Wealth Advisors
Utah
$319K +$24.2K +604 +9%
CTI
2405
Community Trust & Investment
Kentucky
$319K +$322K +8,035 New
SIA
2406
Sage Investment Advisers
New York
$317K -$44.2K -1,103 -12%
CWP
2407
Core Wealth Partners
California
$317K +$90.3K +2,253 +39%
CIG
2408
Cascade Investment Group
Colorado
$317K +$76K +1,897 +31%
IPW
2409
Intergy Private Wealth
Colorado
$315K +$8.02K +200 +3%
OPCM
2410
Osborne Partners Capital Management
California
$315K -$24.6K -615 -7%
BWM
2411
BlackDiamond Wealth Management
New York
$314K +$33.1K +827 +14%
CCA
2412
Cottonwood Capital Advisors
Utah
$314K -$12K -299 -4%
FP
2413
Financial Perspectives
Minnesota
$313K -$14.4K -359 -4%
AAS
2414
Annex Advisory Services
Wisconsin
$313K -$120 -3 -0%
HR
2415
Hardy Reed
Mississippi
$313K -$281 -7 -0.1%
CPC
2416
Consolidated Planning Corp
Georgia
$312K +$19.2K +479 +6%
FFS
2417
Founders Financial Securities
Maryland
$312K -$211K -5,272 -40%
LJHT
2418
Laurie J. Hall Trustee
$312K -$4.01K -100 -1%
EFG
2419
Ethos Financial Group
Pennsylvania
$312K +$11K +275 +4%
VCP
2420
Vista Capital Partners
Oregon
$312K -$13.5K -336 -4%
PK
2421
Pflug Koory
Nebraska
$311K +$315K +7,850 New
PWMG
2422
Pinnacle Wealth Management Group
Michigan
$311K -$116K -2,900 -27%
MCCA
2423
Mill Creek Capital Advisors
Pennsylvania
$311K -$41.8K -1,042 -12%
ECA
2424
Elevated Capital Advisors
Utah
$311K +$314K +7,827 New
HCM
2425
Hengehold Capital Management
Ohio
$310K +$62.3K +1,555 +25%

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.