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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
SFP
1476
Shepherd Financial Partners
Massachusetts
$1.26M +$652 +17 +0.1%
SS
1477
Sunbelt Securities
Texas
$1.26M -$1.5K -39 -0.1%
BFWM
1478
Bright Futures Wealth Management
New York
$1.26M +$44.6K +1,165 +4%
ANBT
1479
American National Bank & Trust
Texas
$1.26M +$10.6K +277 +0.9%
TWP
1480
Tempus Wealth Planning
California
$1.26M +$59.9K +1,563 +5%
UFF
1481
USA Financial Formulas
Michigan
$1.26M +$716K +18,674 +144%
FFA
1482
Founders Financial Alliance
North Carolina
$1.26M +$6.71K +175 +0.6%
UWPG
1483
Ullmann Wealth Partners Group
Florida
$1.26M +$16.9K +440 +1%
CI
1484
CX Institutional
Indiana
$1.26M +$35.5K +925 +3%
STA
1485
Smith Thornton Advisors
Alabama
$1.26M +$1.21M +31,569 New
ACG
1486
Allen Capital Group
Nebraska
$1.25M +$59.1K +1,543 +5%
CP
1487
Canopy Partners
Ohio
$1.25M +$7.13K +186 +0.6%
KF
1488
KKM Financial
Illinois
$1.24M
PFP
1489
Paragon Financial Partners
California
$1.24M +$1.11K +29 +0.1%
GWM
1490
Geneos Wealth Management
Colorado
$1.24M -$78.9K -2,058 -6%
CHC
1491
City Holding Co
West Virginia
$1.24M -$17.5K -456 -1%
LCM
1492
Laurion Capital Management
New York
$1.24M +$1.19M +31,087 New
OIM
1493
Oder Investment Management
California
$1.24M +$2.91K +76 +0.2%
GP
1494
Greenline Partners
New York
$1.23M
NAS
1495
Nicolet Advisory Services
Wisconsin
$1.23M +$177K +4,611 +19%
GLA
1496
Good Life Advisors
Pennsylvania
$1.22M +$45.6K +1,190 +4%
CCWA
1497
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.22M -$69K -1,801 -6%
QC
1498
Quent Capital
New York
$1.22M +$37.3K +974 +3%
OAM
1499
Ostrum Asset Management
France
$1.22M -$240K -6,258 -17%
NL
1500
Navalign LLC
California
$1.22M +$73.4K +1,915 +7%

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.