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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
SCA
1051
Stonebridge Capital Advisors
Minnesota
$2.88M +$6.48K +169 +0.2%
YDMI
1052
Y.D. More Investments
Israel
$2.87M -$351K -9,168 -11%
ZIC
1053
ZWJ Investment Counsel
Georgia
$2.87M +$9.96K +260 +0.4%
IGAM
1054
iA Global Asset Management
Quebec, Canada
$2.87M +$2.07M +54,136 +302%
CCA
1055
Checchi Capital Advisers
California
$2.86M +$47K +1,226 +2%
PWMAG
1056
Pinnacle Wealth Management Advisory Group
New Jersey
$2.86M +$30.8K +804 +1%
HWAM
1057
Hennion & Walsh Asset Management
New Jersey
$2.85M -$648K -16,914 -19%
MWM
1058
Massachusetts Wealth Management
Massachusetts
$2.85M -$13.4K -350 -0.5%
OWIM
1059
Old West Investment Management
California
$2.84M +$1.92M +50,108 +234%
NW
1060
Naviter Wealth
Arkansas
$2.84M +$78K +2,035 +3%
ISB
1061
Iowa State Bank
Iowa
$2.84M +$1.06M +27,703 +63%
CCB
1062
Country Club Bank
Missouri
$2.84M -$41.1K -1,073 -1%
FWP
1063
FAS Wealth Partners
Kansas
$2.83M +$25.9K +676 +1%
LWM
1064
Lodestone Wealth Management
Washington
$2.83M +$11.2K +293 +0.4%
CI
1065
Cigna Investments
Connecticut
$2.83M -$87.6K -2,287 -3%
NRD
1066
Nebula Research & Development
New York
$2.82M +$2.72M +71,021 New
CRIG
1067
Charter Research & Investment Group
Connecticut
$2.82M -$15.3K -400 -0.6%
JIP
1068
Jaffetilchin Investment Partners
Florida
$2.82M -$31.2K -813 -1%
GBT
1069
Grove Bank & Trust
Florida
$2.82M -$24.3K -635 -0.9%
CWAG
1070
Compton Wealth Advisory Group
Virginia
$2.81M -$15.2K -396 -0.6%
GM
1071
GeoWealth Management
Illinois
$2.81M +$356K +9,295 +15%
MPAM
1072
Murphy Pohlad Asset Management
Minnesota
$2.81M -$444K -11,575 -14%
AIM
1073
Avity Investment Management
Connecticut
$2.8M +$602K +15,700 +29%
EWM
1074
Empirical Wealth Management
Washington
$2.8M +$115K +3,011 +4%
ISWM
1075
Independent Solutions Wealth Management
New York
$2.8M -$44.8K -1,168 -2%

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.