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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
WCA
1901
Westover Capital Advisors
Delaware
$648K +$625K +16,303 New
CI
1902
Cavalier Investments
Georgia
$648K +$17.8K +465 +3%
WIM
1903
WealthPlan Investment Management
Nebraska
$646K +$5.4K +141 +0.9%
PVI
1904
Pine Valley Investments
New Jersey
$645K -$35.4K -924 -5%
WFI
1905
West Family Investments
California
$643K
CAM
1906
Cypress Asset Management
Texas
$641K +$17.2K +450 +3%
VDI
1907
Vaughan David Investments
Illinois
$639K -$77.1K -2,011 -11%
SWS
1908
SYSTM Wealth Solutions
Illinois
$639K -$2.42M -63,153 -80%
AFAS
1909
Acorn Financial Advisory Services
Virginia
$639K +$14.8K +385 +2%
FC
1910
Forte Capital
New York
$639K
PWAC
1911
Private Wealth Advisors (California)
California
$638K +$1.69K +44 +0.3%
TCM
1912
Traynor Capital Management
Pennsylvania
$637K +$4.18K +109 +0.7%
GC
1913
Gilbert & Cook
Iowa
$637K -$51.6K -1,346 -8%
SWM
1914
Selective Wealth Management
Virginia
$637K -$49.4K -1,288 -8%
JFGIW
1915
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$633K +$151K +3,949 +33%
NFA
1916
Northern Financial Advisors
Michigan
$633K -$6.63K -173 -1%
CWM
1917
C2C Wealth Management
Arizona
$633K
FFG
1918
Frisch Financial Group
New York
$632K +$3.68K +96 +0.6%
LSA
1919
Lion Street Advisors
Texas
$631K +$3.64K +95 +0.6%
EFSCE
1920
Enterprise Financial Services Corp (EFSC)
Missouri
$631K +$2.49K +65 +0.4%
GPI
1921
General Partner Inc
Pennsylvania
$631K +$1.88K +49 +0.3%
ZIG
1922
Zullo Investment Group
Pennsylvania
$630K +$38.7K +1,011 +7%
LWA
1923
Ledgewood Wealth Advisors
New Hampshire
$629K -$14K -366 -2%
LI
1924
LRI Investments
Florida
$628K +$160K +4,174 +36%
DPIM
1925
Duff & Phelps Investment Management
Illinois
$628K -$2.44M -63,635 -80%

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.