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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
AFS
2601
Annapolis Financial Services
Maryland
$232K +$115 +3 +0.1%
PCM
2602
Passive Capital Management
Maryland
$231K
AIM
2603
AHL Investment Management
Florida
$231K -$5.75K -150 -3%
BWM
2604
BlackDiamond Wealth Management
New York
$230K +$12K +313 +5%
SCM
2605
Sterneck Capital Management
Missouri
$230K -$44.8K -1,170 -17%
TA
2606
TFB Advisors
Kansas
$229K +$221K +5,767 New
SAM
2607
Strategy Asset Managers
California
$229K -$11.8K -308 -4%
HIGP
2608
Hill Investment Group Partners
Missouri
$229K -$7.32K -191 -3%
IWS
2609
Integrity Wealth Solutions
Colorado
$228K -$18.3K -478 -8%
TWM
2610
Tanager Wealth Management
United Kingdom
$228K +$3.91K +102 +2%
CWP
2611
Core Wealth Partners
California
$228K +$307 +8 +0.1%
LGG
2612
Luts & Greenleigh Group
Maryland
$227K +$219K +5,717 New
ITFISA
2613
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$227K +$21.8K +569 +11%
PWMG
2614
Private Wealth Management Group
New Jersey
$227K -$6.71K -175 -3%
MAC
2615
Mason & Associates (California)
California
$227K -$240K -6,269 -52%
SPWG
2616
Syntegra Private Wealth Group
Missouri
$226K +$218K +5,694 New
WWC
2617
Waypoint Wealth Counsel
Georgia
$226K +$2.11K +55 +1%
BWP
2618
Balboa Wealth Partners
Arizona
$225K -$61.9K -1,614 -22%
Members Trust
2619
Members Trust
Florida
$225K +$10.3K +270 +5%
SWM
2620
Shelton Wealth Management
Texas
$225K -$70.3K -1,835 -25%
CIC
2621
Chilton Investment Company
Connecticut
$225K -$1.2M -31,341 -85%
TFO
2622
Tarbox Family Office
California
$224K -$38 -1 -0%
CWG
2623
Crown Wealth Group
North Carolina
$224K +$268 +7 +0.1%
BBNA
2624
Bremer Bank National Association
Minnesota
$223K -$14.9K -388 -6%
WTA
2625
Washington Trust Advisors
Massachusetts
$223K +$345 +9 +0.2%

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.