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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
MC
1401
Mathes Company
New York
$1.47M -$115K -3,000 -8%
NI
1402
NCP Inc
California
$1.47M -$3.56K -93 -0.3%
LFA
1403
Legacy Financial Advisors
Kentucky
$1.46M -$205K -5,347 -13%
CG
1404
Corundum Group
Colorado
$1.46M +$448K +11,695 +47%
MFG
1405
Mosaic Financial Group
Illinois
$1.45M +$430K +11,212 +44%
TW
1406
TrinityPoint Wealth
Connecticut
$1.45M -$8.47K -221 -0.6%
VT
1407
Vise Technologies
New York
$1.45M -$197K -5,152 -12%
BLC
1408
Brown, Lisle/Cummings
Rhode Island
$1.44M -$9.31K -243 -0.7%
PWA
1409
Provenance Wealth Advisors
Florida
$1.44M +$12.1K +315 +0.9%
ST
1410
Smithfield Trust
Pennsylvania
$1.44M -$71.5K -1,865 -5%
EDRIA
1411
Edmonds Duncan Registered Investment Advisors
Kansas
$1.44M
KF
1412
Krilogy Financial
Missouri
$1.44M +$54.2K +1,413 +4%
CVA
1413
Central Valley Advisors
California
$1.44M +$75.1K +1,959 +7%
BEC
1414
Blue Edge Capital
Virginia
$1.43M
MWA
1415
Midland Wealth Advisors
Illinois
$1.43M -$30.5K -797 -2%
PCM
1416
Princeton Capital Management
New Jersey
$1.42M +$37.4K +976 +3%
CBA
1417
Coastal Bridge Advisors
Connecticut
$1.42M +$14.5K +378 +1%
FWM
1418
Finer Wealth Management
Massachusetts
$1.42M -$467K -12,182 -25%
ECP
1419
Epacria Capital Partners
Colorado
$1.42M
TCBWMS
1420
Texas Capital Bank Wealth Management Services
Texas
$1.42M +$760K +19,821 +126%
MFG
1421
Magnus Financial Group
New York
$1.41M -$131K -3,422 -9%
GAG
1422
GM Advisory Group
New York
$1.41M +$17.1K +446 +1%
JE
1423
JMAC Enterprises
Pennsylvania
$1.41M -$76K -1,983 -5%
FSC
1424
Full Sail Capital
Oklahoma
$1.41M +$4.18K +109 +0.3%
WA
1425
WBH Advisory
Maryland
$1.41M -$76.7K -2,002 -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.