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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
HIP
701
HUB Investment Partners
Texas
$6.67M +$99.3K +2,592 +2%
UAM
702
Unison Asset Management
Florida
$6.64M +$44.6K +1,163 +0.7%
LDB
703
Lee, Danner & Bass
Tennessee
$6.63M +$6.39M +166,822 New
BWP
704
Baldwin Wealth Partners
Massachusetts
$6.62M -$36.1K -941 -0.6%
PI
705
PFG Investments
New York
$6.61M -$597K -15,586 -9%
GS
706
GTS Securities
New York
$6.61M +$5.78M +150,740 +977%
RMC
707
Resources Management Corp
Connecticut
$6.55M -$322K -8,415 -5%
RMSCM
708
R.M. Sincerbeaux Capital Management
New York
$6.52M -$164K -4,284 -3%
BAM
709
Boyar Asset Management
New York
$6.5M -$4.71K -123 -0.1%
AIP
710
Ameritas Investment Partners
Nebraska
$6.49M -$73.4K -1,916 -1%
AWAG
711
ARS Wealth Advisors Group
Florida
$6.46M -$157K -4,092 -2%
SAM
712
Shikiar Asset Management
New York
$6.46M -$676K -17,640 -10%
SIM
713
Stratos Investment Management
Ohio
$6.43M +$229K +5,981 +4%
RDWM
714
Red Door Wealth Management
Tennessee
$6.41M +$314K +8,187 +5%
FWC
715
First Washington Corp
Washington
$6.4M +$86K +2,243 +1%
APP
716
Avantax Planning Partners
Iowa
$6.37M -$138K -3,602 -2%
IWA
717
Icon Wealth Advisors
Texas
$6.37M -$141K -3,684 -2%
TFS
718
Thoroughbred Financial Services
Tennessee
$6.37M +$2.03M +53,083 +50%
FB
719
Fulton Bank
Pennsylvania
$6.35M +$757K +19,763 +14%
TCM
720
Twin Capital Management
Pennsylvania
$6.34M +$181K +4,733 +3%
GCM
721
Gibraltar Capital Management
Oklahoma
$6.34M +$141K +3,690 +2%
FT
722
Fiduciary Trust
Massachusetts
$6.33M -$49.8K -1,300 -0.8%
VCM
723
Viewpoint Capital Management
Washington
$6.33M -$383 -10 -0%
PTCG
724
Pring Turner Capital Group
California
$6.31M -$56.8K -1,481 -0.9%
JCM
725
Jacobi Capital Management
Pennsylvania
$6.3M -$388K -10,112 -6%

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.