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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
SAG
1226
SageView Advisory Group
California
$1.97M +$148K +3,861 +8%
HIIFS
1227
Harel Insurance Investments & Financial Services
Israel
$1.97M +$38 +1 +0%
NFG
1228
Norris Financial Group
South Carolina
$1.97M -$235K -6,141 -11%
EWA
1229
EverSource Wealth Advisors
Alabama
$1.96M -$803K -20,953 -30%
GM
1230
Granger Management
New York
$1.96M +$523K +13,652 +38%
CAI
1231
Capital Advisors Inc
Oklahoma
$1.96M +$13.8K +359 +0.7%
BBP
1232
Banco BTG Pactual
Brazil
$1.95M +$1.83M +47,742 New
LSPW
1233
Lake Street Private Wealth
Illinois
$1.95M -$36.4K -950 -2%
RVPG
1234
Relative Value Partners Group
$1.95M +$800K +20,868 +74%
LA
1235
LM Advisors
California
$1.95M
SIA
1236
SeaBridge Investment Advisors
New Jersey
$1.94M -$6.13K -160 -0.3%
PWG
1237
Portside Wealth Group
Utah
$1.94M -$244K -6,373 -12%
MA
1238
MCF Advisors
Kentucky
$1.93M +$498 +13 +0%
GIA
1239
Gladstone Institutional Advisory
Florida
$1.93M +$47K +1,226 +3%
EM
1240
Excalibur Management
Massachusetts
$1.93M +$19.4K +505 +1%
FHA
1241
First Horizon Advisors
Tennessee
$1.93M -$194K -5,063 -9%
AA
1242
Altman Advisors
Illinois
$1.93M -$4.79K -125 -0.3%
AR
1243
Advisory Research
Illinois
$1.92M -$30.5K -797 -2%
PVM
1244
Palogic Value Management
Texas
$1.91M +$35.3K +920 +2%
LA
1245
Legacy Advisors
Pennsylvania
$1.91M +$58.9K +1,537 +3%
RFA
1246
Register Financial Advisors
Georgia
$1.91M -$17.1K -447 -0.9%
WSCM
1247
Wellington Shields Capital Management
New York
$1.89M +$20.6K +537 +1%
CL
1248
COWA LLC
Oklahoma
$1.89M -$11.2K -292 -0.6%
RIA
1249
Regal Investment Advisors
Michigan
$1.89M +$40.6K +1,060 +2%
CAS
1250
Coppell Advisory Solutions
Texas
$1.88M +$1.82M +47,378 New

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.