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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
MFS
3051
Mirabella Financial Services
United Kingdom
-$204K -5,402 Closed
ACM
3052
Andina Capital Management
Utah
-$203K -5,343 Closed
EA
3053
Eclectic Associates
California
-$201K -5,307 Closed
HWMC
3054
Heritage Wealth Management (California)
California
-$177K -4,663 Closed
IPW
3055
Impact Partnership Wealth
Georgia
-$137K -3,617 Closed
RA
3056
Rational Advisors
New York
-$136K -3,597 Closed
LF
3057
LifeSteps Financial
California
-$131K -3,466 Closed
SOW
3058
State of Wyoming
Wyoming
-$128K -3,387 Closed
FSWA
3059
Financial Synergies Wealth Advisors
Texas
-$122K -3,222 Closed
CAM
3060
Costello Asset Management
Pennsylvania
-$108K -2,839 Closed
FFWA
3061
FRG Family Wealth Advisors
Washington
-$88.9K -2,402 Closed
MUMSS
3062
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$91K -2,400 Closed
FIM
3063
Fernwood Investment Management
Massachusetts
-$70.2K -1,851 Closed
TC
3064
Truvestments Capital
Florida
-$46K -1,213 Closed
CWAF
3065
Core Wealth Advisors (Florida)
Florida
-$37.7K -994 Closed
NIC
3066
Northwest Investment Counselors
Oregon
-$33.5K -883 Closed
LFA
3067
Livelsberger Financial Advisory
Ohio
-$32.5K -847 Closed
GFL
3068
Granite FO LLC
New Hampshire
-$30.8K -772 Closed
QL
3069
Quarry LP
New York
-$24.8K -653 Closed
MFG
3070
Mendota Financial Group
Wisconsin
-$24.5K -645 Closed
AAG
3071
Accordant Advisory Group
Maryland
-$17.1K -450 Closed
GC
3072
Gould Capital
Washington
-$13.3K -350 Closed
BMC
3073
Bear Mountain Capital
Washington
-$10.6K -300 Closed
DMIC
3074
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$8.19K -216 Closed
MAM
3075
MMA Asset Management
Pennsylvania
-$7.78K -205 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.