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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
CWM
2301
Centric Wealth Management
Illinois
$353K +$345 +9 +0.1%
PPC
2302
Park Place Capital
Alabama
$351K -$2.8K -73 -0.8%
GWM
2303
GSB Wealth Management
Connecticut
$351K +$9.54K +249 +3%
NG
2304
Northstar Group
New York
$351K -$9.39K -245 -3%
LFG
2305
Larson Financial Group
Missouri
$350K -$63.2K -1,650 -16%
AIP
2306
Almanack Investment Partners
Pennsylvania
$349K +$5.4K +141 +2%
HA
2307
HC Advisors
Georgia
$349K -$733K -19,127 -69%
M
2308
MOTCO
Texas
$349K -$3.87K -101 -1%
VanEck Associates
2309
VanEck Associates
New York
$347K -$220M -5,743,684 -100%
WRPWM
2310
Werba Rubin Papier Wealth Management
California
$347K -$16.7K -437 -5%
AFP
2311
Alpha Financial Partners
Kentucky
$345K -$8.05K -210 -2%
BAM
2312
Byrne Asset Management
New Jersey
$345K -$45.8K -1,195 -12%
WW
2313
Westshore Wealth
California
$345K -$1.99K -52 -0.6%
DJSG
2314
D.J. St. Germain
Massachusetts
$344K +$7.67K +200 +2%
TT
2315
TI-Trust
Illinois
$344K
DI
2316
DDFG Inc
California
$343K +$38.4K +1,002 +13%
SWM
2317
Sendero Wealth Management
Texas
$343K -$5.37M -140,205 -94%
WIM
2318
Warwick Investment Management
Texas
$343K +$15.5K +404 +5%
OAM
2319
Occidental Asset Management
California
$342K +$330K +8,604 New
NWA
2320
New World Advisors
Massachusetts
$342K -$88.1K -2,300 -21%
CC
2321
Constitution Capital
Connecticut
$342K
ZF
2322
Zhang Financial
Michigan
$341K +$1.19K +31 +0.4%
OPCM
2323
Osborne Partners Capital Management
California
$340K
CCA
2324
Cottonwood Capital Advisors
Utah
$340K -$50.5K -1,319 -14%
AWM
2325
Ariadne Wealth Management
California
$339K +$327K +8,522 New

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.