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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
CC
2876
Cultivar Capital
Texas
$20.1K +$19.4K +506 New
LWA
2877
Lowe Wealth Advisors
Maryland
$20.1K
VWWMG
2878
Vermillion & White Wealth Management Group
Pennsylvania
$19.9K +$230 +6 +1%
CPG
2879
Custom Portfolio Group
Colorado
$19.9K
CWM
2880
Cranbrook Wealth Management
Michigan
$19.8K
LFA
2881
LGT Financial Advisors
Texas
$19.4K +$17.2K +449 +1,123%
PP
2882
PrairieView Partners
Minnesota
$19K
CAM
2883
Clarity Asset Management
Iowa
$18.3K
ARC
2884
Advisor Resource Council
Texas
$17.1K -$24.1K -628 -6%
EWP
2885
Elevation Wealth Partners
California
$16K +$192 +5 +1%
RF
2886
Robbins Farley
New Hampshire
$15.9K
CB
2887
CNB Bank
Pennsylvania
$15.5K -$4.83K -126 -24%
CTWM
2888
Cherry Tree Wealth Management
Minnesota
$15.2K +$6.36K +166 +77%
TCG
2889
Transcendent Capital Group
Oklahoma
$15.2K +$1.19K +31 +9%
HEIP
2890
Hudson Edge Investment Partners
New Jersey
$13.9K +$13.4K +350 New
OLVIG
2891
Oliver Lagore Vanvalin Investment Group
Michigan
$13.1K +$77 +2 +0.6%
WCAMG
2892
Woodard & Company Asset Management Group
North Carolina
$12.9K +$12.5K +325 New
SP
2893
SWS Partners
Ohio
$12.2K +$11.7K +306 New
PA
2894
Pineridge Advisors
Missouri
$11.9K
TWD
2895
True Wealth Design
Ohio
$11.9K +$11.5K +300 New
SHIM
2896
Stone House Investment Management
Pennsylvania
$11.1K +$77 +2 +0.7%
TCA
2897
Trifecta Capital Advisors
Illinois
$11.1K -$124K -3,230 -92%
CMP
2898
Coston McIsaac & Partners
Maine
$11K
SFC
2899
Strategic Financial Concepts
Texas
$10.8K +$4.4M +114,804 New
MG
2900
MilWealth Group
Wisconsin
$10.7K

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.