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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
OWA
2001
Opal Wealth Advisors
New York
$566K +$65K +1,696 +14%
LF
2002
Lantz Financial
Illinois
$565K +$7.89K +206 +1%
AIC
2003
Archer Investment Corporation
Indiana
$564K +$23.3K +608 +4%
RP
2004
Rice Partnership
Hawaii
$563K +$15.9K +414 +3%
BAG
2005
Bridgewealth Advisory Group
California
$562K +$1.34K +35 +0.2%
VC
2006
Vicus Capital
Pennsylvania
$558K +$75.4K +1,967 +16%
HAS
2007
HBW Advisory Services
California
$558K -$54.3K -1,418 -9%
MCC
2008
Maiden Cove Capital
Maine
$558K +$570K +14,864 New
CIA
2009
Cladis Investment Advisory
Montana
$558K -$99.6K -2,598 -16%
WA
2010
WESPAC Advisors
California
$557K -$1.84K -48 -0.3%
G
2011
GenTrust
Florida
$557K +$157K +4,087 +41%
SLG
2012
Stanley-Laman Group
Pennsylvania
$557K
OCBCO
2013
Oversea-Chinese Banking Corp (OCBC)
Singapore
$557K -$2.88M -75,115 -84%
VH
2014
Visionary Horizons
Tennessee
$554K -$30.7K -802 -5%
NCFG
2015
New Century Financial Group
New Jersey
$553K +$533K +13,917 New
FWCM
2016
Ferguson Wellman Capital Management
Oregon
$553K -$45.2K -1,180 -8%
AWM
2017
Activest Wealth Management
Florida
$552K +$460K +12,006 +640%
BFA
2018
Benedict Financial Advisors
Georgia
$549K -$95.8K -2,501 -15%
AF
2019
Apexium Financial
Texas
$549K +$9.43K +246 +2%
LFP
2020
Lakeshore Financial Planning
Michigan
$547K -$33.6K -878 -6%
SFC
2021
SYM Financial Corp
Indiana
$546K +$526K +13,729 New
CC
2022
Chicago Capital
Illinois
$544K -$16K -417 -3%
AFP
2023
Ausdal Financial Partners
Iowa
$542K -$14.6K -381 -3%
DIP
2024
DT Investment Partners
Pennsylvania
$542K +$142K +3,714 +37%
HA
2025
Hanover Advisors
South Carolina
$541K -$2.57K -67 -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.