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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
SFA
1851
Semmax Financial Advisors
North Carolina
$689K +$64.9K +1,694 +10%
EFA
1852
Evernest Financial Advisors
Indiana
$688K +$15.8K +412 +2%
VWM
1853
Venturi Wealth Management
Texas
$688K +$85.7K +2,236 +15%
ICP
1854
Interchange Capital Partners
Pennsylvania
$688K +$328K +8,559 +98%
MHIC
1855
Marble Harbor Investment Counsel
Massachusetts
$687K -$38.3K -1,000 -5%
HAG
1856
HF Advisory Group
Maryland
$687K +$62.3K +1,625 +10%
OWM
1857
OneAscent Wealth Management
Alabama
$685K -$98.8K -2,578 -13%
AWM
1858
AllSquare Wealth Management
New York
$684K
BCA
1859
Bay Colony Advisors
Massachusetts
$684K -$16K -418 -2%
ADMI
1860
Albert D. Mason Inc
Massachusetts
$683K -$12.1K -316 -2%
IP
1861
Ignite Planners
California
$683K -$10.6K -277 -2%
VCP
1862
Verus Capital Partners
Arizona
$683K +$38.3K +999 +6%
GWP
1863
Gateway Wealth Partners
Wisconsin
$683K +$281K +7,345 +75%
HB
1864
HTLF Bank
Colorado
$683K +$2.3K +60 +0.4%
MAWA
1865
Moss Adams Wealth Advisors
Washington
$683K +$106K +2,767 +19%
DDPIC
1866
Deroy & Devereaux Private Investment Counsel
Michigan
$681K
LPP
1867
Life Planning Partners
Florida
$680K -$88.2K -2,302 -12%
WCM
1868
Whitener Capital Management
North Carolina
$680K +$30.4K +792 +5%
OA
1869
Oxbow Advisors
Texas
$680K +$174K +4,551 +36%
MSWM
1870
McGlone Suttner Wealth Management
Wisconsin
$680K -$120K -3,127 -13%
FAG
1871
Fortitude Advisory Group
Washington
$678K -$267K -6,962 -29%
PCM
1872
Prelude Capital Management
New York
$676K -$847K -22,105 -57%
AMBIA
1873
Allen Mooney & Barnes Investment Advisors
Georgia
$675K -$80.9K -2,112 -11%
RCA
1874
Resonant Capital Advisors
Wisconsin
$674K +$114K +2,986 +21%
CPA
1875
Capital Planning Advisors
California
$673K -$67K -1,747 -9%

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.