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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
CG
651
Caprock Group
Idaho
$7.82M +$3.95M +102,994 +110%
USAA
652
United Services Automobile Association
Texas
$7.81M -$295K -7,695 -4%
SC
653
Sierra Capital
Florida
$7.8M -$174K -4,550 -2%
TNBTD
654
Trustmark National Bank Trust Department
Mississippi
$7.78M -$66.2K -1,727 -0.9%
BCCM
655
Bridge Creek Capital Management
Massachusetts
$7.75M -$89.1K -2,325 -1%
PBC
656
Pavion Blue Capital
California
$7.75M -$47.6K -1,243 -0.6%
HAI
657
Hennessy Advisors Inc
California
$7.73M -$391K -10,200 -5%
O
658
Ossiam
France
$7.71M -$13.8M -359,244 -65%
VDBMI
659
Van Den Berg Management I
Texas
$7.69M -$73.9K -1,929 -1%
LNWWM
660
Laird Norton Wetherby Wealth Management
California
$7.65M -$56.3K -1,469 -0.8%
VFA
661
Valeo Financial Advisors
Indiana
$7.65M +$1.31M +34,181 +18%
BMM
662
Buffington Mohr McNeal
Idaho
$7.58M +$781K +20,389 +12%
RWM
663
Ritholtz Wealth Management
New York
$7.57M +$914K +23,849 +14%
DWM
664
Dakota Wealth Management
Florida
$7.54M -$22.1K -576 -0.3%
PWM
665
Perigon Wealth Management
California
$7.53M +$110K +2,874 +2%
DA
666
DCM Advisors
New York
$7.48M -$1.14M -29,768 -14%
FAM
667
Fred Alger Management
New York
$7.44M +$328K +8,570 +5%
FTDI
668
First Trust Direct Indexing
Massachusetts
$7.44M +$1.23M +32,115 +21%
RWA
669
River Wealth Advisors
Pennsylvania
$7.42M +$122K +3,175 +2%
ECG
670
Edge Capital Group
Georgia
$7.42M +$900K +23,481 +14%
FNT
671
First National Trust
Pennsylvania
$7.35M -$174K -4,548 -2%
USCWA
672
U.S. Capital Wealth Advisors
Texas
$7.33M -$1.38M -35,953 -16%
FA
673
Fagan Associates
New York
$7.29M +$101K +2,644 +1%
IIM
674
Intact Investment Management
Quebec, Canada
$7.27M -$6.63M -173,000 -49%
PP
675
Paloma Partners
Connecticut
$7.26M +$2.29M +59,697 +49%

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.