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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
AC
2126
Addison Capital
Pennsylvania
$464K -$84.2K -2,198 -16%
RHAM
2127
Round Hill Asset Management
California
$464K -$92.4K -2,412 -17%
FFA
2128
First Foundation Advisors
California
$463K -$81.6K -2,129 -15%
TCWA
2129
Turtle Creek Wealth Advisors
Texas
$463K +$73.2K +1,910 +20%
LIM
2130
Leavell Investment Management
Alabama
$462K -$108K -2,815 -19%
TWM
2131
Thrive Wealth Management
Pennsylvania
$461K +$11K +286 +3%
TFG
2132
Tilson Financial Group
New Jersey
$458K -$1.8K -47 -0.4%
TCOTS
2133
Trust Company of the South
North Carolina
$457K +$9.31K +243 +2%
WWP
2134
WR Wealth Planners
Missouri
$457K +$11.5K +301 +3%
SAF
2135
Smith Anglin Financial
Texas
$455K -$7.89K -206 -2%
ML
2136
McAdam LLC
Pennsylvania
$455K +$9.12K +238 +2%
BMC
2137
Benin Management Corp
Connecticut
$454K +$3.03K +79 +0.7%
VNA
2138
Valley National Advisers
Pennsylvania
$452K +$51.2K +1,336 +13%
PSP
2139
Pacific Sage Partners
Washington
$452K +$7.78K +203 +2%
OAM
2140
Oak Asset Management
California
$451K
TF
2141
Trek Financial
Arizona
$451K -$35.6K -928 -8%
SW
2142
SlateStone Wealth
Florida
$450K -$42.3K -1,104 -9%
CA
2143
Crewe Advisors
Utah
$450K +$41K +1,070 +10%
RFO
2144
RiverGlades Family Offices
Florida
$449K
FDS
2145
Freedom Day Solutions
Texas
$449K
GA
2146
Gateway Advisory
New Jersey
$449K +$6.71K +175 +2%
CRWM
2147
Castle Rock Wealth Management
California
$448K -$1.73K -45 -0.4%
AFG
2148
ABLE Financial Group
Arizona
$448K +$17.8K +465 +4%
VFP
2149
Verus Financial Partners
Virginia
$445K -$23.5K -614 -5%
CAM
2150
Cozad Asset Management
Illinois
$444K +$7.63K +199 +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.