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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
AA
1926
Addison Advisors
Vermont
$627K +$32.5K +849 +6%
FWM
1927
Forza Wealth Management
Florida
$626K +$10.9K +284 +2%
AGP
1928
Autumn Glory Partners
Texas
$625K -$791K -20,635 -57%
UWS
1929
Unique Wealth Strategies
Illinois
$625K
AWAP
1930
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$624K -$5.75K -150 -0.9%
HIC
1931
Harvey Investment Company
Kentucky
$624K
WBWA
1932
William B. Walkup & Associates
South Carolina
$624K +$601K +15,678 New
SIG
1933
Sky Investment Group
Connecticut
$623K -$19.8K -516 -3%
FCFC
1934
First Citizens Financial Corp
Iowa
$622K
WA
1935
WealthTrust Axiom
Pennsylvania
$622K -$7.93K -207 -1%
KIA
1936
Knollwood Investment Advisory
Maryland
$622K +$599K +15,638 New
RIG
1937
RiverFront Investment Group
Virginia
$621K +$10.5K +273 +2%
CPWA
1938
Cerro Pacific Wealth Advisors
California
$620K +$598K +15,591 New
SN
1939
Sittner & Nelson
Oregon
$620K +$115 +3 +0%
CAMV
1940
Concord Asset Management (Virginia)
Virginia
$619K -$1.26M -32,830 -68%
EBT
1941
Enterprise Bank & Trust
Massachusetts
$619K -$3.83K -100 -0.6%
AIA
1942
AIMZ Investment Advisors
California
$616K -$138K -3,589 -19%
CWA
1943
Canvas Wealth Advisors
Kansas
$616K -$167K -4,355 -23%
CSB
1944
City State Bank
Iowa
$616K -$17.1K -447 -3%
I
1945
InceptionR
California
$616K +$593K +15,486 New
TWP
1946
Tyche Wealth Partners
Texas
$615K -$62.7K -1,635 -10%
GFP
1947
Gryphon Financial Partners
Ohio
$614K +$141K +3,668 +31%
FVWA
1948
Foster Victor Wealth Advisors
South Carolina
$614K -$48.2K -1,257 -8%
HNB
1949
Hilltop National Bank
Wyoming
$614K +$1.53K +40 +0.3%
Qube Research & Technologies (QRT)
1950
Qube Research & Technologies (QRT)
United Kingdom
$613K -$4.85M -126,626 -89%

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.