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Bank of America

2,946 hedge funds and large institutions have $224B invested in Bank of America in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 1,161 increasing their positions, 1,252 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 132

5% more capital invested

Capital invested by funds: $214B → $224B (+$10.8B)

1% more funds holding in top 10

Funds holding in top 10: 108109 (+1)

1% more funds holding

Funds holding: 2,9192,946 (+27)

0.54% more ownership

Funds ownership: 71.6%72.13% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 1,252

25% less call options, than puts

Call options by funds: $4.56B | Put options by funds: $6.11B

Holders
2,946
Holders Change
+27
Holders Change %
+0.92%
% of All Funds
42.54%
Holding in Top 10
109
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.57%
New
198
Increased
1,161
Reduced
1,252
Closed
132
Calls
$4.56B
Puts
$6.11B
Net Calls
-$1.55B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2476
Perfromance Wealth Partners
Illinois
$279K +$268K +7,006 New
BFIM
2477
Beese Fulmer Investment Management
Ohio
$278K -$15.3K -400 -5%
WCA
2478
Waypoint Capital Advisors
Minnesota
$278K +$268K +6,999 New
LJCM
2479
Lee Johnson Capital Management
Texas
$278K
SCM
2480
Spreng Capital Management
Ohio
$277K -$24.9K -650 -9%
MHWM
2481
Montz Harcus Wealth Management
Louisiana
$276K -$537 -14 -0.2%
EL
2482
EWA LLC
Pennsylvania
$275K +$248K +6,482 New
BC
2483
Brio Consultants
California
$275K +$12.6K +328 +5%
CA
2484
CGN Advisors
Kansas
$275K -$63.6K -1,659 -19%
FC
2485
Fairscale Capital
New Hampshire
$273K +$237K +6,195 New
RCM
2486
Radnor Capital Management
Pennsylvania
$273K
TFGT
2487
TS Financial Group (TSFG)
Illinois
$273K +$575 +15 +0.2%
ACA
2488
Ackerman Capital Advisors
Texas
$273K -$5.71K -149 -2%
TC
2489
Tacita Capital
Ontario, Canada
$272K
TFA
2490
Tranquilli Financial Advisor
New Jersey
$271K +$8.89K +232 +4%
MPCL
2491
My Personal CFO LLC
Washington
$271K -$10.7K -278 -4%
GA
2492
Goldstein Advisors
Wisconsin
$271K +$7.13K +186 +3%
IFO
2493
Independent Family Office
New York
$271K -$15.5K -404 -6%
LC
2494
Lincoln Capital
Nebraska
$271K -$5.75K -150 -2%
ACS
2495
Archford Capital Strategies
Illinois
$271K +$261K +6,808 New
HFS
2496
Howard Financial Services
Texas
$269K +$383 +10 +0.1%
BSB
2497
Bangor Savings Bank
Maine
$269K -$22.8K -595 -8%
NAMNJ
2498
NorthStar Asset Management (New Jersey)
New Jersey
$269K -$13.9K -364 -5%
BSHC
2499
Breed's Hill Capital
Massachusetts
$269K
BWM
2500
BKM Wealth Management
Wisconsin
$269K -$1.38K -36 -0.7%

BAC Hedge Fund Activity: Q2 2024 in Review

2,946 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2024, worth a combined $224B — up 5% from $214B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new BAC positions and 132 closed out — a net gain of 66 holders — while 1,161 added to existing stakes and 1,252 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.09B. The largest seller was Parnassus Investments, cutting an estimated $772M.

  • 2,946 institutional investors held Bank of America (BAC) as of Q2 2024, up from 2,919 in Q1 2024.
  • Funds reported $224B of Bank of America stock for Q2 2024, up 5% quarter-over-quarter.
  • 198 funds opened new Bank of America positions in Q2 2024 and 132 closed out, a net change of +66 holders.
  • The largest Bank of America buyer in Q2 2024 was Capital World Investors, an estimated $1.09B added.
  • The largest Bank of America seller in Q2 2024 was Parnassus Investments, an estimated $772M sold.

Based on aggregated 13F filings for Q2 2024.