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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
CAM
2901
ClariVest Asset Management
California
$10.2K -$12.4K -323 -56%
IA
2902
IFS Advisors
Kansas
$9.88K +$38 +1 +0.4%
NC
2903
NewSquare Capital
Pennsylvania
$9.74K
FFA
2904
Fairfield Financial Advisors
Massachusetts
$9.6K +$9.24K +241 New
PWM
2905
Partnership Wealth Management
Maryland
$9.27K +$115 +3 +1%
CCMI
2906
Creative Capital Management Investments
California
$8.75K +$843 +22 +11%
FG
2907
Fairman Group
Pennsylvania
$8.55K
LFA
2908
Legend Financial Advisors
Pennsylvania
$8.33K +$7.63K +199 +1,809%
AWM
2909
Ameliora Wealth Management
Switzerland
$8.23K
BFS
2910
Bare Financial Services
Pennsylvania
$8.06K
CC
2911
Cypress Capital
Tennessee
$7.95K +$7.67K +200 New
OW
2912
Olistico Wealth
Oklahoma
$7.95K +$7.67K +200 New
ECM
2913
Everence Capital Management
Indiana
$7.57K
SC
2914
Swan Capital
Florida
$7.08K +$6.82K +178 New
AFWM
2915
Abich Financial Wealth Management
Virginia
$6.98K +$2.57K +67 +61%
SC
2916
Steph & Co
Wisconsin
$6.72K
CJH
2917
Christopher J. Hasenberg
Wisconsin
$6.44K
LB
2918
Legacy Bridge
Iowa
$5.77K
CMA
2919
Cedar Mountain Advisors
Oregon
$5.45K
ETS
2920
ESL Trust Services
New York
$4.38K +$4.22K +110 New
CWM
2921
Cedar Wealth Management
California
$4.18K
FIM
2922
FWL Investment Management
Texas
$4.18K
PP
2923
PFS Partners
New Jersey
$4.12K +$38 +1 +1%
SIS
2924
Strategic Investment Solutions
Illinois
$4.03K +$3.83K +100 New
SSG
2925
Summit Securities Group
New York
$4K -$3.83K -100 -50%

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.