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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
FA
3001
Fiducient Advisors
Illinois
-$507K -13,370 Closed
Q
3002
QVR
California
-$500K -13,184 Closed
RIM
3003
Rockbridge Investment Management
New York
-$494K -13,018 Closed
PPP
3004
Private Portfolio Partners
New Jersey
-$462K -12,191 Closed
ES
3005
Eagle Strategies
New York
-$457K -12,065 Closed
MWAM
3006
Manhattan West Asset Management
California
-$412K -10,872 Closed
AGA
3007
Arkos Global Advisors
Texas
-$393K -10,352 Closed
NVCHI
3008
New Vernon Capital Holdings II
New Jersey
-$370K -9,760 Closed
EWM
3009
Executive Wealth Management
Michigan
-$356K -9,500 Closed
HC
3010
Hamilton Capital
Ohio
-$321K -8,470 Closed
CBFP
3011
Cedar Brook Financial Partners
Ohio
-$316K -8,341 Closed
JC
3012
Jacobs & Co
California
-$311K -8,214 Closed
CA
3013
Corrado Advisors
New Jersey
-$311K -8,211 Closed
WWS
3014
Wellington Wealth Strategies
Indiana
-$305K -8,041 Closed
PS
3015
Portfolio Strategies
New York
-$294K -7,751 Closed
IWS
3016
Insight Wealth Strategies
California
-$286K -7,546 Closed
RRWA
3017
Rainey & Randall Wealth Advisors
Florida
-$280K -7,393 Closed
SWIM
3018
Smallwood Wealth Investment Management
New Jersey
-$280K -7,386 Closed
PVH
3019
Psagot Value Holdings
Israel
-$272K -7,165 Closed
GCA
3020
Genesee Capital Advisors
New York
-$269K -7,103 Closed
FAG
3021
Financial Architects (Georgia)
Georgia
-$269K -7,100 Closed
HA
3022
HFG Advisors
Ohio
-$261K -6,880 Closed
AWM
3023
Alterna Wealth Management
Texas
-$260K -6,863 Closed
NSB
3024
Norway Savings Bank
Maine
-$257K -6,783 Closed
SCI
3025
Silver Coast Investments
United States
-$253K -6,669 Closed

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.