We are live on ! Find out more
BAC icon

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
ATS
2451
Ashton Thomas Securities
New York
$303K +$110K +2,740 +56%
SCA
2452
Sandy Cove Advisors
Massachusetts
$303K +$4.05K +101 +1%
CFO
2453
Collective Family Office
Pennsylvania
$302K -$28.7K -717 -9%
ITIM
2454
Indiana Trust & Investment Management
Indiana
$302K +$20K +500 +7%
RCA
2455
Riverview Capital Advisers
Massachusetts
$301K -$7.93K -198 -3%
LFG
2456
Lockerman Financial Group
California
$301K +$304K +7,590 New
BIA
2457
BHK Investment Advisors
Alabama
$301K
CAL
2458
Capital Advisors Ltd
Ohio
$301K -$11.1K -278 -4%
M1FG
2459
Mach-1 Financial Group
Arkansas
$301K +$21K +523 +7%
PI
2460
Pettee Investors
Connecticut
$300K
BAM
2461
Bellevue Asset Management
Washington
$300K +$361 +9 +0.1%
EL
2462
EWA LLC
Pennsylvania
$300K +$2.37K +59 +0.9%
SAM
2463
Strategy Asset Managers
California
$300K -$17.1K -426 -5%
AIM
2464
Alhambra Investment Management
Florida
$300K +$47.9K +1,194 +19%
S
2465
Sachetta
Massachusetts
$300K +$170K +4,241 +128%
BA
2466
Bristlecone Advisors
Washington
$299K +$281 +7 +0.1%
CCM
2467
Chickasaw Capital Management
Tennessee
$298K
WOSD
2468
WFA of San Diego
California
$297K -$1.72K -43 -0.6%
SFG
2469
SNS Financial Group
Minnesota
$297K -$11.9K -296 -4%
CCP
2470
Clarity Capital Partners
California
$297K -$962 -24 -0.3%
BSA
2471
Bull Street Advisors
Georgia
$297K
BWM
2472
BCS Wealth Management
Tennessee
$297K +$7.05K +176 +2%
NQWM
2473
Northwest Quadrant Wealth Management
Oregon
$297K +$681 +17 +0.2%
VC
2474
Veery Capital
Delaware
$295K -$3.29K -82 -1%
TCB
2475
Texas Capital Bancshares
Texas
$295K -$842 -21 -0.3%

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.