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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
WIA
551
Westbourne Investment Advisors
Maryland
$10.2M -$60.4K -1,577 -0.6%
NIM
552
NEOS Investment Management
Connecticut
$10.2M +$3.17M +82,668 +48%
TCM
553
Tufton Capital Management
Maryland
$10.1M -$63.7K -1,663 -0.6%
JPWM
554
Jamison Private Wealth Management
Georgia
$10.1M -$146K -3,804 -1%
HCM
555
Huber Capital Management
California
$10.1M +$59.1K +1,543 +0.6%
GIM
556
Greylin Investment Management
Virginia
$10M -$10.9K -285 -0.1%
PCA
557
Providence Capital Advisors
North Carolina
$10M +$66.6K +1,739 +0.7%
CTC
558
Central Trust Company
Missouri
$10M -$355K -9,259 -4%
Assenagon Asset Management
559
Assenagon Asset Management
Luxembourg
$9.97M -$133K -3,475 -1%
AWCI
560
Alpine Woods Capital Investors
New York
$9.96M +$1.1M +28,638 +13%
RSWM
561
Robertson Stephens Wealth Management
California
$9.95M +$206K +5,369 +2%
WPW
562
Warther Private Wealth
Ohio
$9.95M -$896K -23,370 -9%
CDH
563
Charles D. Hyman
$9.9M +$123K +3,201 +1%
SCTC
564
Sanibel Captiva Trust Company
Florida
$9.88M -$691K -18,032 -7%
SA
565
SpiderRock Advisors
Delaware
$9.87M +$3.24M +84,488 +52%
BFS
566
Bard Financial Services
Connecticut
$9.86M -$69K -1,800 -0.7%
GVAG
567
Great Valley Advisor Group
Delaware
$9.81M -$917K -23,935 -9%
PTC
568
Philadelphia Trust Company
Pennsylvania
$9.76M +$455K +11,878 +5%
CIA
569
Concurrent Investment Advisors
Florida
$9.74M +$3.79M +98,917 +68%
SC
570
SouthState Corp
Florida
$9.72M -$717K -18,699 -7%
Westfield Capital Management
571
Westfield Capital Management
Massachusetts
$9.7M +$548K +14,312 +6%
SB
572
Simmons Bank
Arkansas
$9.7M -$414K -10,801 -4%
VVP
573
Venture Visionary Partners
Ohio
$9.65M +$175K +4,572 +2%
NB
574
Norinchukin Bank
Japan
$9.58M +$83.9K +2,188 +0.9%
PWW
575
Pettyjohn Wood & White
Virginia
$9.47M -$437K -11,404 -5%

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.