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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
CCG
1526
Cypress Capital Group
Florida
$1.16M +$18.3K +478 +2%
KFGK
1527
Keystone Financial Group (Kentucky)
Kentucky
$1.16M -$51.6K -1,347 -4%
MBTD
1528
Mechanics Bank - Trust Department
California
$1.15M -$25.9K -675 -2%
BTWM
1529
Baker Tilly Wealth Management
Wisconsin
$1.15M -$1.62M -42,342 -59%
WP
1530
WealthPLAN Partners
Nebraska
$1.15M +$27.5K +717 +3%
AAM
1531
Augustine Asset Management
Florida
$1.15M +$5.56K +145 +0.5%
MPPW
1532
Mitchell & Pahl Private Wealth
Oklahoma
$1.15M +$1.07K +28 +0.1%
KCM
1533
Kathmere Capital Management
Pennsylvania
$1.14M +$128K +3,334 +13%
JSW
1534
Journey Strategic Wealth
New Jersey
$1.14M +$201K +5,236 +22%
PWP
1535
Precedent Wealth Partners
Texas
$1.14M +$60.7K +1,585 +6%
CWP
1536
Concord Wealth Partners
Virginia
$1.14M -$1.2M -31,375 -52%
RBFC
1537
Roman Butler Fullerton & Co
Missouri
$1.14M -$6.17K -161 -0.6%
SIA
1538
Sit Investment Associates
Minnesota
$1.14M -$25.9K -675 -2%
NFG
1539
Nations Financial Group
Iowa
$1.14M +$251K +6,546 +30%
BC
1540
Barrett & Company
Rhode Island
$1.13M -$77.9K -2,032 -7%
PFA
1541
Pure Financial Advisors
California
$1.13M -$20.3K -530 -2%
CWM
1542
Chesapeake Wealth Management
Virginia
$1.12M -$26.3K -687 -2%
JWBC
1543
J.W. Burns & Co
New York
$1.12M -$164K -4,292 -13%
AWM
1544
Aprio Wealth Management
Georgia
$1.12M +$94K +2,452 +10%
CS
1545
Cannell & Spears
New York
$1.11M +$11.5K +300 +1%
SJL
1546
Shayne & Jacobs LLC
Tennessee
$1.11M +$76.6K +2,000 +8%
TA
1547
Tectonic Advisors
Texas
$1.11M +$64.5K +1,682 +6%
JAG
1548
Journey Advisory Group
Kentucky
$1.11M -$23K -600 -2%
SHA
1549
Seneca House Advisors
Virginia
$1.11M -$74.4K -1,942 -7%
HWA
1550
Heritage Wealth Advisors
Virginia
$1.1M -$29.8K -778 -3%

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.