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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
SC
1451
Sepio Capital
Utah
$1.35M +$958 +25 +0.1%
JWWM
1452
Johnson & White Wealth Management
Pennsylvania
$1.35M +$51.5K +1,343 +4%
CL
1453
CSS LLC
Illinois
$1.35M -$383K -10,000 -23%
DWM
1454
Dorchester Wealth Management
Quebec, Canada
$1.35M -$203K -5,296 -14%
BFA
1455
Buttonwood Financial Advisors
Maryland
$1.35M -$20.1K -525 -2%
WMA
1456
Wealth Management Associates
New Jersey
$1.35M
APW
1457
Aurora Private Wealth
New Jersey
$1.33M +$7.47K +195 +0.6%
AC
1458
Avenir Corporation
Virginia
$1.33M -$13.5K -351 -1%
PPW
1459
Pasadena Private Wealth
California
$1.33M -$13.1K -341 -1%
KIG
1460
Kessler Investment Group
Indiana
$1.33M +$1.28M +33,352 New
IVP
1461
Intrinsic Value Partners
Arizona
$1.32M -$8.05K -210 -0.6%
ST
1462
Sabal Trust
Florida
$1.32M -$192K -4,999 -13%
MPW
1463
Monterey Private Wealth
California
$1.31M +$46.6K +1,216 +4%
LAM
1464
LifePro Asset Management
California
$1.31M -$230K -6,012 -15%
PCS
1465
Personal CFO Solutions
New Jersey
$1.31M -$2.91K -76 -0.2%
BCG
1466
Breakwater Capital Group
New Jersey
$1.31M +$30K +782 +2%
Two Sigma Advisers
1467
Two Sigma Advisers
New York
$1.3M +$1.26M +32,800 New
FNBSF
1468
First National Bank Sioux Falls
South Dakota
$1.3M
RP
1469
Raelipskie Partnership
Ontario, Canada
$1.3M -$4.75K -124 -0.4%
IWM
1470
Iams Wealth Management
Nebraska
$1.29M -$87K -2,269 -7%
PG
1471
Proffitt & Goodson
Tennessee
$1.29M +$77 +2 +0%
FPB
1472
First PREMIER Bank
South Dakota
$1.29M
HTC
1473
Haverford Trust Company
Pennsylvania
$1.29M +$103K +2,700 +9%
FCP
1474
Fidelis Capital Partners
Florida
$1.27M +$135K +3,521 +11%
CBTWT
1475
Community Bank & Trust (Waco, Texas)
Texas
$1.27M -$4.79K -125 -0.4%

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.