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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
DAM
3026
Doheny Asset Management
California
-$252K -6,650 Closed
CW
3027
Cook Wealth
North Carolina
-$231K -6,264 Closed
BCFS
3028
Butensky & Cohen Financial Security
Florida
-$233K -6,150 Closed
AW
3029
Atlas Wealth
Ohio
-$232K -6,108 Closed
NIWA
3030
New Insight Wealth Advisors
California
-$231K -6,104 Closed
EWM
3031
Elevatus Welath Management
New York
-$231K -6,083 Closed
CIS
3032
Custom Index Systems
New York
-$227K -5,976 Closed
SFC
3033
Swisher Financial Concepts
Ohio
-$214K -5,901 Closed
JF
3034
JSF Financial
California
-$223K -5,879 Closed
CCFCSB
3035
Cape Cod Five Cents Savings Bank
Massachusetts
-$222K -5,847 Closed
SFG
3036
Sunburst Financial Group
Alabama
-$219K -5,837 Closed
AG
3037
Algert Global
California
-$221K -5,827 Closed
MAA
3038
Mraz Amerine & Associates
California
-$220K -5,805 Closed
SAMC
3039
Spectrum Asset Management (California)
California
-$220K -5,797 Closed
Financial Engines Advisors
3040
Financial Engines Advisors
California
-$218K -5,757 Closed
AFA
3041
American Financial Advisors
Georgia
-$218K -5,739 Closed
LF
3042
Lee Financial
Texas
-$216K -5,685 Closed
FFWM
3043
Future Financial Wealth Management
Ohio
-$214K -5,641 Closed
SAW
3044
Signal Advisors Wealth
Michigan
-$214K -5,640 Closed
TDC
3045
Thompson Davis & Co
Virginia
-$212K -5,600 Closed
LAS
3046
Lloyd Advisory Services
Georgia
-$209K -5,510 Closed
AT
3047
Arden Trust
Delaware
-$209K -5,503 Closed
NCM
3048
Narwhal Capital Management
Georgia
-$208K -5,473 Closed
CWM
3049
Concentrum Wealth Management
California
-$206K -5,434 Closed
BFA
3050
Bill Few Associates
Pennsylvania
-$206K -5,421 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.