We are live on ! Find out more
BAC icon

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
BHWM
2801
Beaird Harris Wealth Management
Texas
$70.6K +$4.56K +119 +7%
MIM
2802
Manitou Investment Management
Ontario, Canada
$68.6K -$63.2K -1,650 -49%
NCM
2803
Northwest Capital Management
Oregon
$66.8K -$4.6K -120 -7%
TFM
2804
TFC Financial Management
Massachusetts
$66.4K
EC
2805
EntryPoint Capital
New York
$66K +$48.7K +1,271 +328%
EP
2806
Elkhorn Partners
Nebraska
$64K -$23K -600 -27%
TCCM
2807
Timber Creek Capital Management
Massachusetts
$63.9K
WAS
2808
Winch Advisory Services
Wisconsin
$63.3K -$20.9K -546 -26%
EFP
2809
EnRich Financial Partners
Wisconsin
$62.6K
HFS
2810
HBC Financial Services
Washington
$61K
MFT
2811
Moisand Fitzgerald Tamayo
Florida
$60.5K +$115 +3 +0.2%
VWM
2812
Valley Wealth Managers
New Jersey
$59.7K
BIA
2813
Bell Investment Advisors
California
$58.9K
CWM
2814
Compass Wealth Management
Connecticut
$58.5K
OC
2815
Oakmont Corp
California
$57.9K
B
2816
Birchbrook
Maine
$57.2K +$38 +1 +0.1%
KFP
2817
Keener Financial Planning
Texas
$57K
MSE
2818
MUFG Securities EMEA
United Kingdom
$56.2K -$113K -2,944 -68%
CWA
2819
Carolina Wealth Advisors
South Carolina
$55.1K
FFL
2820
Financial Freedom LLC
Ohio
$54.4K +$26.7K +696 +104%
FF
2821
Friedenthal Financial
New Jersey
$53.5K +$51.6K +1,346 New
BC
2822
Broadwater Capital
Massachusetts
$53K
KWAG
2823
Kiely Wealth Advisory Group
North Carolina
$51.7K -$1.61K -42 -3%
TLCM
2824
Twin Lakes Capital Management
California
$51.1K +$77 +2 +0.2%
CP
2825
Camelot Portfolios
Ohio
$49.8K +$47.9K +1,251 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.