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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
CI
1201
Conning Inc
Connecticut
$2.07M -$2.49M -64,917 -56%
GWA
1202
Gratus Wealth Advisors
Virginia
$2.06M +$383 +10 +0%
CCG
1203
Ceeto Capital Group
Florida
$2.06M
WCM
1204
Wunderlich Capital Managemnt
Tennessee
$2.06M +$53.6K +1,398 +3%
SRC
1205
Shufro Rose & Co
New York
$2.06M -$383 -10 -0%
CGH
1206
CMG Global Holdings
Texas
$2.05M -$41.3K -1,077 -2%
MIM
1207
MTM Investment Management
South Carolina
$2.05M +$38 +1 +0%
FIA
1208
Foundations Investment Advisors
Arizona
$2.03M -$120K -3,131 -6%
AA
1209
Aire Advisors
California
$2.03M -$3.87K -101 -0.2%
DWM
1210
Diversify Wealth Management
Utah
$2.03M +$2.12M +55,326 New
WHC
1211
Wulff, Hansen & Co
California
$2.03M -$79.9K -2,085 -4%
NG
1212
Norden Group
Utah
$2.02M -$84K -2,193 -4%
DL
1213
DOHJ LLC
Washington
$2.02M +$32.2K +839 +2%
HFM
1214
Hartford Financial Management
Connecticut
$2.02M -$69.3K -1,807 -3%
HCCM
1215
Hudson Canyon Capital Management
New York
$2.02M -$263K -6,856 -12%
OCPWS
1216
One Charles Private Wealth Services
Massachusetts
$2.02M +$9.2K +240 +0.5%
FPGT
1217
Financial Partners Group (Tennessee)
Tennessee
$2.01M -$47.6K -1,242 -2%
IWA
1218
IBEX Wealth Advisors
New Jersey
$2.01M +$1.93M +50,471 New
CIA
1219
Cohen Investment Advisors
New Hampshire
$2M -$201K -5,253 -7%
DWP
1220
Daymark Wealth Partners
Ohio
$2M +$578K +15,078 +43%
NL
1221
NVWM LLC
Pennsylvania
$2M +$82.6K +2,156 +4%
SC
1222
Savoie Capital
Illinois
$1.99M
WP
1223
Waycross Partners
Kentucky
$1.99M +$766K +20,000 +67%
CAM
1224
Chou Associates Management
Ontario, Canada
$1.99M +$1.92M +50,000 New
CD
1225
Chapin Davis
Maryland
$1.98M -$9.89K -258 -0.5%

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.