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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
ASG
2151
Ariston Services Group
California
$444K -$3.22K -84 -0.7%
HKIM
2152
Hayek Kallen Investment Management
Alabama
$442K +$4.41K +115 +1%
DA
2153
Drake & Associates
Wisconsin
$441K -$14.6K -381 -3%
BWAM
2154
Boyd Watterson Asset Management
Ohio
$440K
SEIA
2155
Signature Estate & Investment Advisors
California
$440K +$221K +5,774 +109%
TIA
2156
Traphagen Investment Advisors
New Jersey
$439K -$9.39K -245 -2%
TAM
2157
Townsend Asset Management
North Carolina
$439K +$1.69K +44 +0.4%
JCM
2158
Jag Capital Management
Missouri
$438K +$11K +287 +3%
SAM
2159
Smithbridge Asset Management
Pennsylvania
$438K +$20K +523 +5%
CWS
2160
Cypress Wealth Services
California
$438K +$27.8K +726 +7%
CUAMC
2161
China Universal Asset Management Company
China
$437K -$127K -3,301 -23%
LC
2162
LCNB Corp
Ohio
$436K -$9.58K -250 -2%
TCPW
2163
Twin City Private Wealth
North Carolina
$435K +$13.6K +354 +3%
CIM
2164
Chapman Investment Management
California
$434K -$38.2K -996 -8%
BAM
2165
BOS Asset Management
Illinois
$434K -$9.27K -242 -2%
DWM
2166
Dogwood Wealth Management
Kansas
$432K +$55.1K +1,438 +15%
SWP
2167
Semus Wealth Partners
Florida
$432K -$1.99K -52 -0.5%
CCAL
2168
City Center Advisors LLC
Michigan
$430K
BWCS
2169
Beirne Wealth Consulting Services
Connecticut
$430K -$7.13K -186 -2%
TFA
2170
Toth Financial Advisory
Virginia
$430K -$7.28K -190 -2%
AWA
2171
Amplius Wealth Advisors
Pennsylvania
$428K -$10.8K -281 -3%
OFS
2172
Oldfather Financial Services
Nebraska
$428K
FFC
2173
First Financial Corp
Indiana
$428K -$5.59K -146 -1%
PWMG
2174
Pinnacle Wealth Management Group
Michigan
$427K -$15.8K -412 -4%
KA
2175
Klingman & Associates
New York
$426K +$48K +1,253 +13%

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.