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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
ATS
2701
Ashton Thomas Securities
New York
$203K +$187K +4,891 New
CFG
2702
Clayton Financial Group
Missouri
$202K
CAM
2703
Clark Asset Management
New Hampshire
$202K +$195K +5,079 New
RPGK
2704
Retirement Planning Group (Kansas)
Kansas
$202K -$32.8K -855 -14%
IAG
2705
Investmark Advisory Group
Connecticut
$202K +$194K +5,074 New
MHC
2706
Meyer Handelman Company
New York
$201K +$194K +5,065 New
SWMG
2707
Sard Wealth Management Group
Georgia
$201K +$193K +5,048 New
CCFM
2708
Clear Creek Financial Management
Washington
$201K +$193K +5,046 New
EBA
2709
Eagle Bay Advisors
New York
$198K -$61K -1,593 -24%
FCMT
2710
Founders Capital Management (Texas)
Texas
$197K
SCA
2711
Stuart Chaussee & Associates
California
$196K
CFFP
2712
Center for Financial Planning
Michigan
$196K
RDFA
2713
Ritter Daniher Financial Advisory
Ohio
$195K +$13.4K +350 +8%
PCFFS
2714
Pacific Center for Financial Services
California
$195K -$33.9K -885 -15%
IRAG
2715
Investment Research & Advisory Group
Georgia
$191K
MMG
2716
Monetary Management Group
Missouri
$189K
GKIM
2717
GW&K Investment Management
Massachusetts
$186K +$29.1K +759 +19%
KFS
2718
Kelly Financial Services
Massachusetts
$185K +$843 +22 +0.5%
PHK
2719
Point72 Hong Kong
Hong Kong
$182K +$175K +4,571 New
HC
2720
Hoese & Co
Minnesota
$180K
WPWM
2721
Western Pacific Wealth Management
Illinois
$180K +$38 +1 +0%
BBPWM
2722
Blue Bell Private Wealth Management
Pennsylvania
$178K
RI
2723
Ridgewood Investments
New Jersey
$176K +$169K +4,419 New
GWSG
2724
GPS Wealth Strategies Group
Colorado
$170K -$10.7K -279 -6%
GEA
2725
Glen Eagle Advisors
New Jersey
$169K -$95.4K -2,489 -37%

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.