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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
WFAG
1976
Wescott Financial Advisory Group
Pennsylvania
$591K +$11.9K +311 +2%
CNBTD
1977
Citizens National Bank Trust Department
Mississippi
$591K -$1.92K -50 -0.3%
CSPAM
1978
Cary Street Partners Asset Management
Virginia
$590K +$34.4K +897 +6%
SC
1979
Saiph Capital
New Jersey
$590K +$21.7K +565 +0.5%
VW
1980
Vance Wealth
California
$588K +$5.17K +135 +0.9%
TCM
1981
Towercrest Capital Management
Pennsylvania
$585K
MCA
1982
MSH Capital Advisors
Arizona
$585K +$10.3K +270 +2%
RCM
1983
Raleigh Capital Management
North Carolina
$584K +$34K +888 +6%
IF
1984
Integrity Financial
Wyoming
$582K +$83.5K +2,178 +17%
KFP
1985
KMG Fiduciary Partners
Ohio
$580K +$115 +3 +0%
FNBOO
1986
First National Bank of Omaha
Nebraska
$580K +$111K +2,892 +25%
ALC
1987
Alexander Labrunerie & Co
Missouri
$579K +$15.7K +410 +3%
OP
1988
ORG Partners
Indiana
$578K +$545K +14,232 +6,842%
SCP
1989
Sivia Capital Partners
California
$577K -$81.3K -2,121 -13%
TIA
1990
Tiemann Investment Advisors
California
$576K +$24K +625 +5%
FMN
1991
Financial Management Network
California
$576K +$1.57K +41 +0.3%
BDFN
1992
Bond & Devick Financial Network
Minnesota
$575K
SBF
1993
Sara-Bay Financial
Florida
$575K +$167K +4,350 +43%
SSWM
1994
Sheets Smith Wealth Management
North Carolina
$574K +$345 +9 +0.1%
JFG
1995
Jefferies Financial Group
New York
$573K -$1.05M -27,464 -66%
PP
1996
Patron Partners
Texas
$571K -$35.9K -936 -6%
PBF
1997
Petix & Botte Financial
California
$570K +$275K +7,167 +100%
DWM
1998
Defined Wealth Management
Oregon
$570K +$5.94K +155 +1%
APM
1999
Advanced Portfolio Management
New York
$567K
HI
2000
Hudock Inc
Pennsylvania
$567K +$2.68K +70 +0.5%

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.