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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
SIS
1626
Sound Income Strategies
Florida
$985K +$705K +18,395 +288%
MCM
1627
Mitchell Capital Management
Kansas
$984K -$4.6K -120 -0.5%
TL
1628
Tradewinds LLC
North Carolina
$983K +$177K +4,615 +23%
WP
1629
Westmount Partners
California
$981K -$4.68K -122 -0.5%
WE
1630
Wealth Effects
Massachusetts
$980K -$42.3K -1,105 -4%
IFPG
1631
Intrepid Financial Planning Group
Indiana
$970K +$14.3K +374 +2%
UL
1632
Unionview LLC
Washington
$967K +$30K +782 +3%
LWA
1633
Lantern Wealth Advisors
New York
$967K -$47K -1,227 -5%
MA
1634
MONECO Advisors
Connecticut
$964K +$138K +3,599 +17%
CA
1635
Cornerstone Advisory
Maryland
$958K +$1.38K +36 +0.1%
PIA
1636
Perennial Investment Advisors
California
$958K +$2.18K +57 +0.2%
CCP
1637
Clough Capital Partners
Massachusetts
$954K
JAFL
1638
Jay A. Fishman Ltd
Michigan
$954K
WF
1639
WoodTrust Financial
Wisconsin
$953K +$27.7K +724 +3%
CWP
1640
Cyndeo Wealth Partners
Florida
$950K +$219K +5,726 +32%
KFI
1641
Key Financial Inc
Pennsylvania
$948K
SFFS
1642
Stonehage Fleming Financial Services
Jersey
$947K +$912K +23,805 New
CWM
1643
Circle Wealth Management
New Jersey
$945K -$283K -7,391 -24%
CRI
1644
Colonial River Investments
Virginia
$944K -$15.2K -396 -2%
MPI
1645
Mairs & Power Inc
Minnesota
$944K -$11.5K -301 -1%
HAC
1646
Harbor Advisory Corp
New Hampshire
$942K
LCGC
1647
Legacy Capital Group California
California
$942K +$7.59K +198 +0.8%
CS
1648
Capital Square
Tennessee
$940K
Fuller & Thaler Asset Management
1649
Fuller & Thaler Asset Management
California
$940K
BFWA
1650
Benchmark Financial Wealth Advisors
Florida
$932K +$77.9K +2,033 +10%

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.