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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
GSIAS
2026
Garden State Investment Advisory Services
New Jersey
$541K -$15.8K -411 -3%
MAG
2027
M3 Advisory Group
Massachusetts
$541K +$1.69K +44 +0.3%
BRG
2028
Bay Rivers Group
Virginia
$536K +$29.5K +770 +6%
GDP
2029
Great Diamond Partners
Maine
$535K -$49.2K -1,283 -9%
DLCIG
2030
D.L. Carlson Investment Group
New Hampshire
$530K +$1.73K +45 +0.3%
BT
2031
Brandywine Trust
Delaware
$530K
Aristotle Capital Management
2032
Aristotle Capital Management
California
$529K
NCTC
2033
New Covenant Trust Company
Indiana
$529K -$28.1K -733 -6%
RWP
2034
Revolve Wealth Partners
New Jersey
$528K +$14.1K +368 +3%
FFA
2035
Florida Financial Advisors
Florida
$526K +$95.1K +2,481 +23%
OIA
2036
Optimum Investment Advisors
Illinois
$526K -$3.64K -95 -0.7%
WP
2037
WealthShield Partners
North Carolina
$526K -$8.16K -213 -2%
IF
2038
Intrua Financial
Texas
$525K -$267K -6,961 -35%
MBFW
2039
Morton Brown Family Wealth
Pennsylvania
$525K +$17.5K +456 +4%
FPWM
2040
FSB Premier Wealth Management
Iowa
$523K +$158K +4,119 +46%
WCM
2041
Weik Capital Management
Pennsylvania
$523K -$7.67K -200 -1%
TVM
2042
True Vision MN
Minnesota
$523K +$504K +13,141 New
FAT
2043
First American Trust
California
$523K +$28K +731 +6%
FFS
2044
Founders Financial Securities
Maryland
$522K +$207K +5,390 +70%
GAM
2045
Gemmer Asset Management
California
$521K +$1.42K +37 +0.3%
SLA
2046
Silver Lake Advisory
Utah
$520K +$29.1K +759 +6%
TCMP
2047
Thrive Capital Management (Pennsylvania)
Pennsylvania
$519K -$153 -4 -0%
MSA
2048
Marino Stram & Associates
Massachusetts
$518K -$157K -4,107 -24%
VP
2049
Verum Partners
North Carolina
$516K +$30.6K +798 +7%
GPA
2050
Guidance Point Advisors
Massachusetts
$516K +$1.11K +29 +0.2%

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.