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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
SP
2276
Sequent Planning
Nebraska
$365K -$21.6K -564 -6%
EWM
2277
EPG Wealth Management
Georgia
$364K -$318K -8,298 Closed
KLWA
2278
Kelly Lawrence W & Associates
California
$364K +$145K +3,794 +71%
KIA
2279
Kraematon Investment Advisors
Massachusetts
$364K +$1.5K +39 +0.4%
CHA
2280
Cooper/Haims Advisors
New York
$364K +$17.4K +455 +5%
BST
2281
Bath Savings Trust
Maine
$363K
LWM
2282
Lakeridge Wealth Management
Ohio
$362K +$192 +5 +0.1%
SIA
2283
Sage Investment Advisers
New York
$362K -$690 -18 -0.2%
GFG
2284
Greystone Financial Group
Michigan
$362K
BWA
2285
Blodgett Wealth Advisors
California
$361K -$5.25K -137 -1%
HCA
2286
Hyperion Capital Advisors
New York
$361K
EWS
2287
Eagle Wealth Strategies
New Jersey
$360K -$14.4K -377 -4%
LTI
2288
Laffer Tengler Investments
Tennessee
$360K +$163K +4,252 +89%
BWFA
2289
Baltimore-Washington Financial Advisors
Maryland
$359K +$346K +9,028 New
CF
2290
Convergence Financial
Missouri
$359K +$346K +9,023 New
TC
2291
Trilogy Capital
California
$359K +$129K +3,372 +60%
FAFN
2292
First Affirmative Financial Network
Colorado
$358K +$12.1K +316 +4%
OWA
2293
One Wealth Advisors
California
$357K
PAG
2294
Powers Advisory Group
Illinois
$357K +$3.03K +79 +0.9%
CST
2295
Charles Schwab Trust
Nevada
$356K +$21.9K +571 +7%
EWM
2296
Evermay Wealth Management
Virginia
$355K
ACM
2297
AlphaStar Capital Management
North Carolina
$355K -$269K -7,016 -44%
CFSG
2298
Clark Financial Services Group
Missouri
$354K +$66.4K +1,733 +24%
MCCA
2299
Mill Creek Capital Advisors
Pennsylvania
$353K +$31.7K +827 +10%
AIA
2300
Arbor Investment Advisors
North Carolina
$353K -$195K -5,083 -36%

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.