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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
RS
2726
Rakuten Securities
Japan
$163K -$99.3K -2,592 -39%
NFSG
2727
Newbridge Financial Services Group
Florida
$161K -$102K -2,673 -40%
PCWA
2728
Pacific Capital Wealth Advisors
California
$161K +$33.7K +880 +28%
WIA
2729
Wetzel Investment Advisors
Indiana
$159K -$56.7K -1,480 -26%
NRG
2730
Nemes Rush Group
Michigan
$152K -$35.7K -932 -20%
WOC
2731
West Oak Capital
California
$151K
GPFA
2732
Game Plan Financial Advisors
Ohio
$148K +$11.8K +309 +9%
IGWM
2733
ICA Group Wealth Management
Colorado
$146K -$841K -21,956 -86%
RWM
2734
Ruedi Wealth Management
Illinois
$146K +$7.78K +203 +6%
CM
2735
Capula Management
Cayman Islands
$143K -$78.3K -2,043 -36%
AW
2736
Avion Wealth
Texas
$143K +$37.9K +989 +38%
GCS
2737
Gordian Capital (Singapore)
Singapore
$139K -$57.5K -1,500 -30%
MLA
2738
MB, Levis & Associates
Pennsylvania
$139K +$1.3K +34 +1%
CPG
2739
Cornerstone Planning Group
New Jersey
$138K +$114K +2,964 +368%
CB
2740
Chris Bulman
California
$138K +$133K +3,472 New
BEI
2741
Benjamin Edwards Inc
Missouri
$138K -$544K -14,206 -80%
BL
2742
BFSG LLC
California
$137K +$60.7K +1,585 +85%
S
2743
Sachetta
Massachusetts
$137K +$12.8K +334 +11%
SWC
2744
Spectrum Wealth Counsel
Indiana
$134K +$25.3K +659 +24%
FNWA
2745
Financial Network Wealth Advisors
Utah
$133K +$128K +3,348 New
GWP
2746
Gen-Wealth Partners
Michigan
$132K -$129K -3,377 -50%
LFASL
2747
Lugano Financial Advisors SA (LFA)
Switzerland
$130K +$74.7K +1,950 +147%
CHA
2748
Carmichael Hill & Associates
Maryland
$130K +$16.4K +427 +15%
FCG
2749
Financial Connections Group
California
$129K -$38 -1 -0%
CH
2750
Canton Hathaway
Rhode Island
$128K

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.