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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
BA
2626
Ballast Advisors
Minnesota
$223K -$11.7K -305 -5%
CWA
2627
Centennial Wealth Advisory
Michigan
$223K +$215K +5,600 New
NPT
2628
National Philanthropic Trust
Pennsylvania
$223K -$101K -2,641 -32%
PF
2629
Prosperitas Financial
California
$223K +$2.57K +67 +1%
S4W
2630
Solutions 4 Wealth
Texas
$222K +$5.37K +140 +3%
UWM
2631
USAdvisors Wealth Management
Minnesota
$222K -$33.9K -884 -14%
PHAM
2632
Palisades Hudson Asset Management
Florida
$222K
LC
2633
Lavaca Capital
Texas
$222K
SGC
2634
Slocum, Gordon & Co
Rhode Island
$222K
SR
2635
Syntax Research
Florida
$222K +$613 +16 +0.3%
EMAM
2636
Encompass More Asset Management
California
$221K +$5.79K +151 +3%
CPA
2637
Cardiff Park Advisors
California
$221K +$3.64K +95 +2%
SCM
2638
SKBA Capital Management
California
$221K
ECM
2639
Elgethun Capital Management
South Dakota
$220K +$268 +7 +0.1%
DAL
2640
Delta Accumulation LLC
California
$220K +$1.34K +35 +0.6%
WAM
2641
Werlinich Asset Management
Connecticut
$219K +$958 +25 +0.4%
SC
2642
Seldon Capital
California
$219K
SIAG
2643
Signet Investment Advisory Group
Rhode Island
$219K -$13.4K -350 -6%
SFWC
2644
Strategic Family Wealth Counselors
New Jersey
$219K +$1.23K +32 +0.6%
WH
2645
Willner & Heller
California
$218K +$2.57K +67 +1%
FGG
2646
Financial Guidance Group
Florida
$218K
HW
2647
Hamilton Wealth
California
$218K
WAM
2648
WFA Asset Management
Wisconsin
$217K -$37.6K -980 -15%
MFG
2649
Midwest Financial Group
Kansas
$217K +$209K +5,456 New
CWA
2650
Clarity Wealth Advisors
California
$217K +$153 +4 +0.1%

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.