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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
CFP
2176
Cascade Financial Partners
California
$426K
SIC
2177
Sigma Investment Counselors
Michigan
$426K
APW
2178
Austin Private Wealth
Texas
$426K -$5.44K -142 -1%
SFB
2179
STAR Financial Bank
Indiana
$425K +$6.29K +164 +2%
TGAM
2180
TBH Global Asset Management
Tennessee
$425K -$282K -7,350 -41%
KCPG
2181
Kavar Capital Partners Group
Kansas
$425K +$115 +3 +0%
SB
2182
Sunflower Bank
Texas
$424K -$17.8K -464 -4%
DA
2183
Dover Advisors
Virginia
$424K +$75.8K +1,978 +23%
RPWA
2184
Regent Peak Wealth Advisors
Georgia
$424K +$20.1K +524 +5%
LSA
2185
L & S Advisors
California
$423K -$8.39M -219,020 -95%
AMCA
2186
Arthur M. Cohen & Associates
Illinois
$422K +$4.98K +130 +1%
AIMCA
2187
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$422K -$5.76M -150,300 -93%
CIM
2188
Confluence Investment Management
Missouri
$421K -$7.59K -198 -2%
WFA
2189
Wellspring Financial Advisors
Ohio
$421K +$28.8K +751 +8%
KWM
2190
Keebeck Wealth Management
Illinois
$420K -$66.7K -1,740 -14%
PCMF
2191
Private Capital Management (Florida)
Florida
$420K +$383 +10 +0.1%
JWM
2192
JGP Wealth Management
Oregon
$420K -$1.53K -40 -0.4%
AT
2193
American Trust
Kentucky
$419K +$18K +470 +5%
SSW
2194
Stone Summit Wealth
Florida
$418K -$3.83K -100 -0.9%
WCM
2195
Wedge Capital Management
North Carolina
$417K -$40.5K -1,057 -9%
SHFA
2196
SC&H Financial Advisors
Maryland
$417K +$167K +4,346 +71%
BAM
2197
Brave Asset Management
New Jersey
$417K -$8.47K -221 -2%
Cohen & Steers
2198
Cohen & Steers
New York
$415K -$7.67K -200 -2%
AT
2199
Arlington Trust
Alabama
$413K
APC
2200
Aspire Private Capital
North Carolina
$412K -$14.2K -371 -3%

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.