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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
RC
2251
Rovin Capital
Arizona
$382K +$27.6K +720 +8%
AA
2252
Axiom Advisory
California
$381K +$386K +10,069 New
NEPPG
2253
New England Professional Planning Group
Rhode Island
$381K
PP
2254
Pingora Partners
Wyoming
$381K -$84.3K -2,200 -19%
CPA
2255
Capital Performance Advisors
California
$380K +$80.2K +2,092 +28%
MAM
2256
Martingale Asset Management
Massachusetts
$379K +$366K +9,542 New
LPAM
2257
Lodestar Private Asset Management
California
$378K +$80.4K +2,097 +28%
JLBC
2258
J.L. Bainbridge & Co
Florida
$378K -$41.9K -1,092 -10%
RA
2259
Riversedge Advisors
Delaware
$377K -$10.4K -272 -3%
CAC
2260
Certified Advisory Corp
Florida
$376K +$9.66K +252 +3%
TA
2261
Townsend & Associates
Colorado
$376K
CA
2262
Continuum Advisory
Idaho
$375K -$2.57K -67 -0.7%
NFG
2263
Nadler Financial Group
Illinois
$375K -$20.4K -531 -5%
CFG
2264
Carr Financial Group
Massachusetts
$374K +$59.9K +1,562 +20%
OBWG
2265
Onyx Bridge Wealth Group
New York
$372K -$8.97K -234 -2%
FSA
2266
Franklin Street Advisors
North Carolina
$372K
LHC
2267
Little House Capital
Massachusetts
$372K +$358K +9,347 New
TA
2268
TrueWealth Advisors
Alabama
$370K +$46.9K +1,223 +15%
BGAI
2269
Bruce G. Allen Investments
Colorado
$369K -$31K -808 -8%
SWMP
2270
Signature Wealth Management Partners
New Jersey
$369K
PA
2271
Perennial Advisors
New York
$368K +$57.5K +1,500 +19%
MHR
2272
Matthew Hamilton Rosenberg
$366K -$7.32K -191 -2%
FSA
2273
Financial Security Advisor
Virginia
$366K +$3.83K +100 +1%
GC
2274
Garde Capital
Washington
$366K -$38.3K -1,000 -10%
OPPS
2275
Obsidian Personal Planning Solutions
Maryland
$365K +$728 +19 +0.2%

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.