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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
CCWM
1676
Cassaday & Co Wealth Management
Virginia
$879K -$27.5K -718 -3%
SIM
1677
Sentry Investment Management
Wisconsin
$878K -$543K -14,180 -39%
CIA
1678
Citadel Investment Advisory
Ohio
$878K -$23K -600 -3%
EAM
1679
Empirical Asset Management
Massachusetts
$876K +$812K +21,197 +198%
EFL
1680
ERn Financial LLC
Wisconsin
$876K +$12.9K +336 +2%
HWMO
1681
Heritage Wealth Management (Ohio)
Ohio
$875K +$830K +21,660 New
DCM
1682
Driehaus Capital Management
Illinois
$875K +$305K +7,964 +57%
ALAM
1683
Asahi Life Asset Management
Japan
$874K +$274K +7,150 +48%
CB
1684
Centennial Bank
Arkansas
$873K -$6.02K -157 -0.7%
WAM
1685
WNY Asset Management
New York
$872K -$84.9K -2,215 -9%
PTP
1686
Platform Technology Partners
New York
$871K +$840K +21,911 New
KMWM
1687
Keudell/Morrison Wealth Management
Oregon
$863K +$146K +3,800 +21%
CH
1688
Cromwell Holdings
Wyoming
$859K +$828K +21,604 New
ZB
1689
Zions Bancorporation
Utah
$858K -$1.07M -27,990 -56%
PGWM
1690
Pitti Group Wealth Management
New York
$857K +$38.9K +1,016 +4%
EB
1691
Emprise Bank
Kansas
$856K +$64.8K +1,690 +9%
BOS
1692
Bank of Stockton
California
$856K +$9.7K +253 +1%
SCM
1693
Steele Capital Management
Iowa
$856K
BIM
1694
Baldwin Investment Management
Pennsylvania
$856K
CSA
1695
Cottage Street Advisors
Massachusetts
$856K +$345 +9 +0%
PGWM
1696
Parisi Gray Wealth Management
New Jersey
$855K +$2.22K +58 +0.3%
LIA
1697
LBMC Investment Advisors
Tennessee
$855K -$28.7K -749 -3%
FFG
1698
Fiduciary Financial Group
California
$854K +$741K +19,346 New
AFS
1699
Aft Forsyth & Sober
Florida
$853K
VV
1700
Verity & Verity
South Carolina
$852K +$262K +6,827 +47%

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.