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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
TC
2201
TradeLink Capital
Illinois
$410K +$395K +10,300 New
CM
2202
Cornerstone Management
Georgia
$410K
CPSAC
2203
Chas P. Smith & Associates (CPS)
Florida
$409K
GCIM
2204
Gunn & Company Investment Management
Florida
$409K +$394K +10,289 New
MAG
2205
Mayfair Advisory Group
Alabama
$409K
DIM
2206
Delta Investment Management
California
$408K +$9.7K +253 +3%
PFA
2207
Pathway Financial Advisors
Vermont
$406K +$2.11K +55 +0.5%
KFSC
2208
Keystone Financial Services (Colorado)
Colorado
$406K +$29.6K +773 +8%
EIP
2209
Ellis Investment Partners
Pennsylvania
$405K +$124K +3,239 +47%
LCOV
2210
London Company of Virginia
Virginia
$405K -$5.86K -153 -1%
FG
2211
Foster Group
Iowa
$405K +$46.3K +1,207 +13%
RWS
2212
Resolute Wealth Strategies
Mississippi
$405K -$6.48K -169 -2%
AWC
2213
Adamsbrown Wealth Consultants
Kansas
$404K +$1.23K +32 +0.3%
LNB
2214
Ledyard National Bank
$403K -$135K -3,528 -26%
SAA
2215
Southeast Asset Advisors
Georgia
$402K +$268 +7 +0.1%
UAG
2216
United Advisor Group
Ohio
$400K -$31.1K -812 -7%
MCM
2217
Morton Capital Management
California
$399K
SAI
2218
Savvy Advisors Inc
New York
$399K +$108K +2,819 +39%
HWA
2219
Heartwood Wealth Advisors
Virginia
$399K
FC
2220
Financial Council
Maryland
$398K -$6.09K -159 -2%
PFWA
2221
Paces Ferry Wealth Advisors
Georgia
$398K -$2.91K -76 -0.8%
JHCP
2222
Jackson Hole Capital Partners
Oklahoma
$398K +$10.7K +279 +3%
RWI
2223
Red Wave Investments
Pennsylvania
$397K
RCI
2224
RS Crum Inc
California
$397K +$67.6K +1,763 +21%
HFM
2225
Harvest Fund Management
China
$397K +$252K +6,570 +192%

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.