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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
RLIM
2651
Red Lighthouse Investment Management
New York
$217K
WS
2652
Wela Strategies
Georgia
$216K +$1.8K +47 +0.9%
COCM
2653
Charter Oak Capital Management
New Hampshire
$216K
SHWM
2654
Smith & Howard Wealth Management
Georgia
$216K +$208K +5,421 New
LGA
2655
Lebenthal Global Advisors
New York
$215K +$805 +21 +0.4%
TBWA
2656
Three Bridge Wealth Advisors
California
$215K -$72.8K -1,900 -26%
TFIPS
2657
Towarzystwo Funduszy Inwestycyjnych PZU SA
$215K
MA
2658
Modus Advisors
Minnesota
$214K -$24.4K -636 -11%
TCOK
2659
Trust Company of Kansas
Kansas
$214K +$206K +5,372 New
PFC
2660
Poplar Forest Capital
California
$214K
WAS
2661
Wealth Advisory Solutions
Indiana
$214K -$126K -3,276 -38%
SPG
2662
Strategic Planning Group
Utah
$214K -$1.4M -36,617 -87%
FUBT
2663
First United Bank & Trust
Maryland
$214K +$383 +10 +0.2%
GWWM
2664
Great Waters Wealth Management
Minnesota
$214K +$206K +5,370 New
WGCA
2665
Wolf Group Capital Advisors
Virginia
$214K +$206K +5,369 New
NPF
2666
Norris Perne & French
Michigan
$213K -$22.8K -594 -10%
QCIG
2667
Quad-Cities Investment Group
Iowa
$213K +$498 +13 +0.2%
BFM
2668
Boothbay Fund Management
New York
$213K -$1.48M -38,669 -88%
AFA
2669
Alpha Financial Advisors
North Carolina
$213K
JHP
2670
James Hambro & Partners
United Kingdom
$213K
NIM
2671
Nexus Investment Management
Ontario, Canada
$213K
KAM
2672
KEB Asset Management
Illinois
$213K +$205K +5,350 New
MAG
2673
MRA Advisory Group
New Jersey
$213K +$205K +5,349 New
LRPA
2674
L. Roy Papp & Associates
Arizona
$212K
GFA
2675
Gallagher Fiduciary Advisors
Illinois
$212K +$204K +5,324 New

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.