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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
LOIP
2826
Live Oak Investment Partners
Texas
$49.3K
CPA
2827
Clear Point Advisors
New York
$49.1K +$38 +1 +0.1%
PCMC
2828
Planning Capital Management Corporation
Pennsylvania
$48K +$38 +1 +0.1%
FCT
2829
First Community Trust
Iowa
$47.7K
VWA
2830
Valued Wealth Advisors
Utah
$47.1K +$22.8K +594 +101%
AP
2831
Aspect Partners
Virginia
$46.3K +$690 +18 +2%
TCM
2832
TruNorth Capital Management
Michigan
$45.1K +$38.3K +1,000 +741%
PO
2833
Private Ocean
California
$44.1K +$5.83K +152 +16%
CTB
2834
Country Trust Bank
Illinois
$41.9K +$27.8K +725 +221%
CP
2835
Castleview Partners
Texas
$41.8K -$13.5K -351 -25%
GTAM
2836
Global Trust Asset Management
Florida
$41.2K
MFA
2837
McClarren Financial Advisors
Pennsylvania
$41K -$38.6K -1,007 -96%
DCM
2838
Davis Capital Management
Florida
$40.7K
PCC
2839
Park Circle Company
Maryland
$39.8K
CCA
2840
Criterion Capital Advisors
Tennessee
$38.1K
W
2841
WealthCollab
Washington
$37.3K
FRA
2842
Front Row Advisors
California
$37.1K
RWML
2843
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$36.9K +$5.75K +150 +19%
FGA
2844
Fortis Group Advisors
New Jersey
$36.3K
FFA
2845
Frazier Financial Advisors
Ohio
$35.7K +$1.26K +33 +4%
CT
2846
Clearstead Trust
Maine
$35.4K
VLKIM
2847
Van Lanschot Kempen Investment Management
Netherlands
$35.2K
MSFP
2848
Mark Sheptoff Financial Planning
Connecticut
$34.3K
TLA
2849
Tanglewood Legacy Advisors
Texas
$33.7K
NECFA
2850
New England Capital Financial Advisors
Connecticut
$33.1K +$38 +1 +0.1%

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.