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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
WIP
2051
WealthCare Investment Partners
Rhode Island
$515K +$5.75K +150 +1%
OWP
2052
Obermeyer Wealth Partners
Colorado
$515K +$66.3K +1,729 +15%
BFC
2053
Bedel Financial Consulting
Indiana
$512K -$58.7K -1,531 -11%
TCOT
2054
Trust Company of Toledo
Ohio
$512K +$11.7K +304 +2%
RA
2055
Rise Advisors
New York
$509K +$50.5K +1,319 +11%
C
2056
CEDRUS
Colorado
$509K +$22.1K +577 +5%
EA
2057
Ergawealth Advisors
Illinois
$509K
AFG
2058
Albion Financial Group
Utah
$507K
VHAM
2059
Van Hulzen Asset Management
California
$506K +$42.2K +1,101 +9%
TWM
2060
Tradition Wealth Management
Minnesota
$505K -$4.06K -106 -0.8%
RCG
2061
Regatta Capital Group
California
$504K -$2.07K -54 -0.4%
BWA
2062
BlueChip Wealth Advisors
Georgia
$504K +$38 +1 +0%
KFA
2063
Kapstone Financial Advisors
Ohio
$502K
FAM
2064
Flaharty Asset Management
Florida
$502K +$117K +3,047 +32%
MCM
2065
MV Capital Management
Maryland
$502K +$17.1K +445 +4%
SL
2066
Summitry LLC
California
$502K -$76K -1,983 -14%
GFG
2067
Goldstone Financial Group
Illinois
$501K +$27.9K +728 +6%
WP
2068
WMS Partners
Maryland
$501K -$19.1K -498 -4%
PSF
2069
Pacific Sun Financial
California
$500K
CCM
2070
Chiron Capital Management
Florida
$499K -$536K -13,996 -53%
USB
2071
Union Savings Bank
Connecticut
$498K -$71K -1,852 -13%
TFCP
2072
Twin Focus Capital Partners
Massachusetts
$498K
SWRP
2073
Summit Wealth & Retirement Planning
California
$497K -$10.2K -267 -2%
V
2074
VeraBank
Texas
$497K
UCB
2075
United Community Bank
South Carolina
$496K +$227K +5,927 +91%

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.