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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
AAIM
2576
Asset Advisors Investment Management
Georgia
$239K +$230K +6,001 New
PCM
2577
Palisade Capital Management
New Jersey
$239K
FCM
2578
Firestone Capital Management
Florida
$239K +$14.9K +388 +7%
RWA
2579
Rooted Wealth Advisors
Illinois
$238K +$212K +5,540 New
DWA
2580
Douglass Winthrop Advisors
New York
$238K -$106K -2,768 -32%
MIM
2581
Moseley Investment Management
Florida
$237K +$460 +12 +0.2%
DOA
2582
D'Orazio & Associates
Virginia
$237K +$229K +5,965 New
AWM
2583
Abound Wealth Management
Tennessee
$237K -$575 -15 -0.3%
FWA
2584
FSM Wealth Advisors
Ohio
$236K +$9.2K +240 +4%
CNWM
2585
Clay Northam Wealth Management
California
$236K
PHS
2586
Pekin Hardy Strauss
Illinois
$235K -$135K -3,535 -37%
DP
2587
DDD Partners
Washington
$235K -$13.5K -353 -6%
MCM
2588
Monument Capital Management
Virginia
$235K +$226K +5,908 New
PMFA
2589
Plante Moran Financial Advisors
Michigan
$235K +$66.3K +1,729 +41%
IFAM
2590
Institutional & Family Asset Management
Colorado
$235K +$107K +2,786 +89%
VBFP
2591
Valtinson Bruner Financial Planning
Minnesota
$235K +$115 +3 +0.1%
ADBIC
2592
A.D. Beadell Investment Counsel
Wisconsin
$234K
KOC
2593
Koss-Olinger Consulting
Florida
$234K +$226K +5,891 New
KFP
2594
Keystone Financial Planning
Ohio
$234K
FNT
2595
First Nebraska Trust
Nebraska
$234K -$3.83K -100 -2%
LTAS
2596
Linden Thomas Advisory Services
North Carolina
$234K -$805 -21 -0.4%
AIM
2597
Allen Investment Management
New York
$233K
WKWM
2598
Walter & Keenan Wealth Management
Indiana
$233K -$3.64K -95 -2%
BCMLT
2599
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K +$6.4K +167 +3%
SRC
2600
Sage Rhino Capital
California
$232K +$21.3K +555 +11%

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.