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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
WDA
1726
Wendell David Associates
New Hampshire
$811K
FI
1727
Finivi Inc
Massachusetts
$811K +$2.53K +66 +0.3%
CAM
1728
Councilmark Asset Management
Tennessee
$809K
QPWM
1729
Quadrant Private Wealth Management
Pennsylvania
$808K +$49.2K +1,283 +7%
OPTFSNA
1730
Old Point Trust & Financial Services N A
Virginia
$808K
SSA
1731
Sierra Summit Advisors
Nevada
$808K +$449K +11,714 +136%
D
1732
Diversified
Delaware
$805K +$319K +8,329 +70%
BCM
1733
BTC Capital Management
Iowa
$805K +$9.5K +248 +1%
LCM
1734
Leisure Capital Management
California
$804K +$72.5K +1,891 +10%
CWA
1735
Clearview Wealth Advisors
Oregon
$802K -$36.9K -964 -5%
MSR
1736
Main Street Research
Connecticut
$801K -$59.9K -1,563 -7%
CCM
1737
Crew Capital Management
Ohio
$801K
CSC
1738
Caldwell Sutter Capital
California
$801K +$51.7K +1,348 +7%
IWA
1739
Inspirion Wealth Advisors
Illinois
$800K -$1.99K -52 -0.3%
LSA
1740
Leonteq Securities AG
Switzerland
$800K -$867K -22,611 -53%
DMBA
1741
Deseret Mutual Benefit Administrators
Utah
$800K -$36.9K -963 -5%
WC
1742
Westhampton Capital
North Carolina
$800K -$3.83K -100 -0.5%
RIM
1743
RW Investment Management
Idaho
$799K +$13.9K +364 +2%
CWS
1744
Confluence Wealth Services
Pennsylvania
$797K +$79.6K +2,076 +12%
MA
1745
MSA Advisors
California
$795K
PG
1746
Patten Group
Tennessee
$795K +$77.7K +2,028 +11%
PWP
1747
Private Wealth Partners
California
$794K
HCMG
1748
Howard Capital Management Group
California
$794K -$1.03K -27 -0.1%
LAIC
1749
Lederer & Associates Investment Counsel
California
$787K
DFG
1750
Delta Financial Group
New Jersey
$786K -$95.1K -2,482 -11%

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.