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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
SWM
2676
Segment Wealth Management
Texas
$212K -$13.8K -359 -6%
GWA
2677
Gibson Wealth Advisors
Texas
$212K
WA
2678
Waterford Advisors
New York
$211K -$10.7K -280 -5%
OSNBOA
2679
Old Second National Bank of Aurora
Illinois
$211K +$9.96K +260 +5%
RFG
2680
RFP Financial Group
Georgia
$210K +$28.4K +740 +16%
SCM
2681
Stevens Capital Management
Pennsylvania
$210K +$203K +5,284 New
LAM
2682
Lifestyle Asset Management
Texas
$209K -$27.1K -708 -12%
PBK
2683
Peoples Bank (Kansas)
Kansas
$209K
GSIS
2684
Global Strategic Investment Solutions
Arizona
$208K +$201K +5,238 New
KWMG
2685
King Wealth Management Group
Florida
$208K -$115K -3,000 -36%
1CM
2686
1492 Capital Management
Wisconsin
$208K +$200K +5,228 New
EAMA
2687
EFG Asset Management (Americas)
Florida
$207K +$200K +5,207 New
RA
2688
Regis Acquisition
Colorado
$207K +$199K +5,200 New
AWA
2689
Alaska Wealth Advisors
Alaska
$206K -$46.1K -1,203 -19%
PCMC
2690
Private Capital Management (Colorado)
Colorado
$206K +$198K +5,175 New
VBWMG
2691
Von Berge Wealth Management Group
California
$205K +$197K +5,134 New
CFO
2692
CVA Family Office
Colorado
$205K -$14.3K -372 -7%
PWM
2693
Purus Wealth Management
California
$205K +$198K +5,158 New
MAM
2694
Marotta Asset Management
Virginia
$205K -$14.4K -375 -7%
ACL
2695
Applied Capital LLC
Florida
$205K +$197K +5,150 New
WAM
2696
Winslow Asset Management
Ohio
$203K +$195K +5,101 New
BAM
2697
Bosun Asset Management
Illinois
$203K +$195K +5,100 New
LWM
2698
Laidlaw Wealth Management
New York
$203K -$114K -2,985 -37%
RB
2699
Renasant Bank
Mississippi
$203K -$19.2K -500 -9%
FPF
2700
First Pacific Financial
Washington
$203K -$728 -19 -0.4%

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.