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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
JFA
1776
JNBA Financial Advisors
Minnesota
$763K -$1.73K -45 -0.2%
SWA
1777
SOA Wealth Advisors
New York
$762K -$2.76K -72 -0.4%
PFSC
1778
Peoples Financial Services Corp
Pennsylvania
$758K -$61.4K -1,601 -8%
PWP
1779
Pursue Wealth Partners
California
$757K +$56.5K +1,475 +8%
OC
1780
Oakworth Capital
Alabama
$756K -$1.15K -30 -0.2%
AIM
1781
Acropolis Investment Management
Missouri
$754K +$8.13K +212 +1%
CPSC
1782
Carl P. Sherr & Co
Massachusetts
$753K +$383 +10 +0.1%
NRI
1783
NFP Retirement Inc
California
$753K +$4.25K +111 +0.6%
RZH
1784
Relyea Zuckerberg Hanson
Connecticut
$751K +$47K +1,227 +7%
KBG
1785
Kahn Brothers Group
New York
$749K -$577K -15,064 -44%
T
1786
TOBAM
France
$747K -$644K -16,814 -47%
BW
1787
BIP Wealth
Georgia
$747K +$26.6K +694 +4%
LCM
1788
LVM Capital Management
Michigan
$745K -$12.6K -328 -2%
DDC
1789
DF Dent & Co
Maryland
$745K -$7.67K -200 -1%
BWA
1790
Beam Wealth Advisors
Louisiana
$743K +$716K +18,688 New
CCIA
1791
Cherry Creek Investment Advisors
Colorado
$742K +$7.63K +199 +1%
BFS
1792
Burkett Financial Services
South Carolina
$742K -$13.4K -349 -2%
TYCC
1793
Texas Yale Capital Corp
Florida
$741K -$1.12M -29,250 -61%
AWM
1794
Accel Wealth Management
Iowa
$740K -$20K -523 -3%
HI
1795
Humankind Investments
New York
$740K +$285K +7,436 +67%
OFG
1796
Oxford Financial Group
Indiana
$740K +$337K +8,790 +90%
CCM
1797
CAAS Capital Management
New York
$740K +$713K +18,595 New
GCAC
1798
Guardian Capital Advisors (Canada)
Ontario, Canada
$739K +$5.67K +148 +0.8%
OPA
1799
Old Port Advisors
Maine
$738K +$30.4K +794 +4%
MCI
1800
MRP Capital Investments
Georgia
$738K -$211K -5,500 -23%

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.