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
RTL
2851
Red Tortoise LLC
Georgia
$33K -$5.17K -135 -14%
TCM
2852
TD Capital Management
Tennessee
$32.2K +$307 +8 +1%
MWA
2853
MFA Wealth Advisors
Pennsylvania
$32.1K +$31K +808 New
MDCM
2854
Morgan Dempsey Capital Management
Wisconsin
$31.8K
CSWM
2855
Cassady Schiller Wealth Management
Ohio
$30.8K
ETC
2856
Exchange Traded Concepts
Oklahoma
$30.8K +$29.7K +774 New
BFA
2857
BBJS Financial Advisors
Washington
$30K +$28.9K +755 New
PIS
2858
POM Investment Strategies
North Carolina
$28.8K +$24.8K +646 +839%
FW
2859
Fairway Wealth
Ohio
$26.7K +$25.7K +671 New
MIM
2860
Macroview Investment Management
Maryland
$26.2K +$7.55K +197 +43%
DWA
2861
Delos Wealth Advisors
Texas
$25.9K -$1.23K -32 -5%
PCTC
2862
Perkins Coie Trust Company
Washington
$24.8K
DWS
2863
Dynamic Wealth Strategies
California
$24K
RCM
2864
Richardson Capital Management
Wisconsin
$23.9K
IHWM
2865
Iron Horse Wealth Management
Iowa
$23.8K +$19.2K +500 +510%
AA
2866
AlphaMark Advisors
Kentucky
$23K +$11.5K +301 +108%
HWP
2867
Highline Wealth Partners
California
$22.9K +$15.4K +403 +234%
WAG
2868
Wiser Advisor Group
Arizona
$22.7K -$2.49K -65 -10%
ZRP
2869
Zynergy Retirement Planning
New Jersey
$22.7K +$21.9K +571 New
SNB
2870
Security National Bank
Nebraska
$21.9K
NA
2871
Nordwand Advisors
Pennsylvania
$21.7K
LAM
2872
Lummis Asset Management
Texas
$21.2K +$2.72K +71 +15%
MWM
2873
Mascoma Wealth Management
New Hampshire
$21K -$15.3K -400 -43%
EFMH
2874
E Fund Management (HK)
Hong Kong
$21K +$20.6K +538 New
GJIA
2875
Glass Jacobson Investment Advisors
Maryland
$20.7K +$38 +1 +0.2%

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.