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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
MA
2326
MKT Advisors
California
$339K -$23K -601 -7%
BP
2327
BBR Partners
New York
$339K -$29.1K -760 -8%
MA
2328
MBA Advisors
Pennsylvania
$338K -$2.64K -69 -0.8%
MA
2329
Mezzasalma Advisors
New Jersey
$338K +$61.4K +1,602 +23%
SFS
2330
Summit Financial Strategies
Ohio
$338K -$19K -497 -6%
AHL
2331
Abel Hall LLC
Louisiana
$337K +$26.8K +699 +9%
KA
2332
Kozak & Associates
Colorado
$336K +$1.92K +50 +0.6%
KJHP
2333
K.J. Harrison & Partners
Ontario, Canada
$336K -$153K -4,000 -32%
TPWM
2334
Twelve Points Wealth Management
Massachusetts
$336K
MFGP
2335
Marshall Financial Group (Pennsylvania)
Pennsylvania
$335K +$3.79K +99 +1%
WFA
2336
Websterrogers Financial Advisors
South Carolina
$333K -$59.2K -1,546 -16%
LCWP
2337
Legacy Capital Wealth Partners
Arkansas
$333K +$321K +8,365 New
ONSWM
2338
Old North State Wealth Management
North Carolina
$332K +$8.05K +210 +3%
CFO
2339
Collective Family Office
Pennsylvania
$331K +$14K +366 +5%
IWP
2340
Invenio Wealth Partners
Florida
$331K -$7.17K -187 -2%
BBW
2341
Blue Barn Wealth
Utah
$331K +$16.6K +432 +5%
QFA
2342
Quantum Financial Advisors
California
$331K
MWP
2343
Meridian Wealth Partners
Pennsylvania
$330K +$22.8K +595 +8%
SP
2344
Successful Portfolios
Florida
$330K -$40.2K -1,050 -11%
KWM
2345
Kolinsky Wealth Management
New Jersey
$329K +$9.43K +246 +3%
GHA
2346
GW Henssler & Associates
Georgia
$329K +$3.76K +98 +1%
NPFS
2347
Novak & Powell Financial Services
Florida
$329K -$230 -6 -0.1%
CA
2348
Centerpoint Advisors
Massachusetts
$329K +$19.2K +502 +6%
FP
2349
Financial Perspectives
Minnesota
$328K +$652 +17 +0.2%
SMH
2350
Sanders Morris Harris
Texas
$326K

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.