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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
LA
1276
LVW Advisors
New York
$1.79M +$105K +2,727 +6%
SAM
1277
Soviero Asset Management
New York
$1.79M +$1.72M +45,000 New
SSB
1278
Sandy Spring Bank
Maryland
$1.79M -$156K -4,083 -8%
FWP
1279
Falcon Wealth Planning
California
$1.78M +$20.1K +525 +1%
HA
1280
Herold Advisors
New York
$1.78M +$460 +12 +0%
EWA
1281
Etesian Wealth Advisors
Oregon
$1.78M -$15.4K -403 -0.9%
PR
1282
Payden & Rygel
California
$1.77M
PRIG
1283
Payden & Rygel Investment Group
California
$1.77M
GWMR
1284
GC Wealth Management RIA
Massachusetts
$1.77M -$303K -7,905 -15%
WDC
1285
Woodward Diversified Capital
California
$1.76M +$202K +5,277 +13%
PPWP
1286
Premier Path Wealth Partners
New Jersey
$1.76M +$86.4K +2,255 +5%
AB
1287
Atlas Brown
Kentucky
$1.76M -$114K -2,971 -6%
IP
1288
Intellectus Partners
California
$1.76M +$19.3K +504 +1%
BI
1289
Ballast Inc
Kentucky
$1.76M -$2.53K -66 -0.1%
LWA
1290
Lineweaver Wealth Advisors
Ohio
$1.75M +$10K +262 +0.6%
AGWCA
1291
Annis Gardner Whiting Capital Advisors
Florida
$1.75M +$564K +14,716 +50%
DSC
1292
Duncker Streett & Co
Missouri
$1.75M -$8.47K -221 -0.5%
BFW
1293
Brady Family Wealth
Missouri
$1.74M +$115 +3 +0%
SA
1294
Sunesis Advisors
Kansas
$1.74M -$1.11K -29 -0.1%
FHA
1295
Flagship Harbor Advisors
Massachusetts
$1.74M -$35.4K -923 -2%
PC
1296
Prairiewood Capital
North Dakota
$1.74M -$54.3K -1,416 -3%
MAM
1297
MWA Asset Management
Massachusetts
$1.73M +$2.34K +61 +0.1%
CAG
1298
Csenge Advisory Group
Florida
$1.73M +$104K +2,713 +7%
MSS
1299
Mitchell Sinkler & Starr
Pennsylvania
$1.72M
ICM
1300
IMS Capital Management
Oregon
$1.72M -$30.5K -796 -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.