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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
EMAM
2426
Encompass More Asset Management
California
$310K +$89.7K +2,237 +40%
CBT
2427
CoreFirst Bank & Trust
Kansas
$309K
RFM
2428
Royal Fund Management
Florida
$309K +$3.89K +97 +1%
IWS
2429
Insight Wealth Strategies
California
$309K +$312K +7,792 New
WFA
2430
Websterrogers Financial Advisors
South Carolina
$309K -$23.6K -589 -7%
TF
2431
Tompkins Financial
New York
$309K +$18.2K +453 +6%
HBT
2432
Hills Bank & Trust
Iowa
$309K +$8.74K +218 +3%
IAG
2433
Investment Advisory Group
Massachusetts
$308K +$2.16K +54 +0.7%
BWA
2434
Burt Wealth Advisors
Maryland
$308K -$13.8K -344 -4%
PIA
2435
Pinion Investment Advisors
Kansas
$308K +$311K +7,750 New
KOC
2436
Koss-Olinger Consulting
Florida
$307K +$73.5K +1,835 +31%
TWA
2437
Tandem Wealth Advisors
Arizona
$307K -$922 -23 -0.3%
JAM
2438
JCIC Asset Management
Ontario, Canada
$306K +$25.2K +630 +9%
TWM
2439
TriaGen Wealth Management
California
$306K
MAM
2440
Morse Asset Management
Connecticut
$306K +$309K +7,700 New
PS
2441
Planned Solutions
California
$305K +$11.3K +281 +4%
CFC
2442
Coyle Financial Counsel
Illinois
$305K +$8.46K +211 +3%
BWM
2443
BNC Wealth Management
Oregon
$305K +$40 +1 +0%
EWM
2444
EPG Wealth Management
Georgia
$305K +$308K +7,686 New
FWI
2445
Facet Wealth Inc
Maryland
$305K +$293K +7,302 New
LPAM
2446
Lodestar Private Asset Management
California
$305K -$73.4K -1,831 -19%
RPGK
2447
Retirement Planning Group (Kansas)
Kansas
$304K +$104K +2,596 +51%
BAM
2448
Byrne Asset Management
New Jersey
$304K -$45.1K -1,125 -13%
BI
2449
Beckerman Institutional
New Jersey
$303K +$306K +7,626 New
APM
2450
Advanced Portfolio Management
New York
$303K -$265K -6,616 -46%

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.