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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
TCA
1076
Transcend Capital Advisors
New Jersey
$2.79M +$326K +8,514 +14%
SHFA
1077
SS&H Financial Advisors
Michigan
$2.78M
CTC
1078
Cetera Trust Company
Minnesota
$2.76M -$215K -5,605 -7%
CTA
1079
Colonial Trust Advisors
South Carolina
$2.74M +$1.25M +32,546 +89%
VAS
1080
Vestmark Advisory Solutions
Massachusetts
$2.73M +$149K +3,880 +6%
SWM
1081
Spire Wealth Management
Virginia
$2.73M -$489K -12,767 -16%
LOAME
1082
Lombard Odier Asset Management (Europe)
United Kingdom
$2.73M +$2.63M +68,667 New
CT
1083
Caldwell Trust
Florida
$2.72M -$104K -2,713 -4%
DI
1084
Diligent Investors
California
$2.72M +$5.21K +136 +0.2%
AC
1085
AlphaCore Capital
California
$2.69M -$527K -13,750 -17%
FRA
1086
Frank Rimerman Advisors
California
$2.69M +$2.54M +66,329 +5,122%
BO
1087
Bank OZK
Arkansas
$2.69M -$54.6K -1,424 -2%
SAI
1088
Systematic Alpha Investments
New Jersey
$2.68M
CWC
1089
Carolinas Wealth Consulting
North Carolina
$2.68M -$36.7K -958 -1%
WWA
1090
WCG Wealth Advisors
Nevada
$2.66M +$160K +4,181 +7%
Kayne Anderson Rudnick Investment Management
1091
Kayne Anderson Rudnick Investment Management
California
$2.66M +$1.67M +43,552 +187%
RSS
1092
Rosenblum Silverman Sutton
California
$2.66M
AMIM
1093
Aull & Monroe Investment Management
Alabama
$2.64M
WAP
1094
Wealthcare Advisory Partners
Pennsylvania
$2.63M +$90.4K +2,358 +4%
HI
1095
Hendershot Investments
Virginia
$2.63M -$26.6K -695 -1%
QWM
1096
Quadcap Wealth Management
Texas
$2.62M -$45.7K -1,192 -2%
GJWM
1097
Gilliland Jeter Wealth Management
Arkansas
$2.61M -$29.9K -779 -1%
SWA
1098
Stratos Wealth Advisors
Ohio
$2.61M +$33.2K +866 +1%
9WM
1099
9258 Wealth Management
Ohio
$2.61M -$168K -4,378 -6%
SVWAG
1100
Sound View Wealth Advisors Group
Georgia
$2.59M -$180K -4,707 -7%

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.