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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
VCP
2351
Vista Capital Partners
Oregon
$326K +$11.8K +309 +4%
E3F
2352
Eight 31 Financial
Texas
$326K +$314K +8,189 New
RFG
2353
Range Financial Group
Oregon
$325K +$21.1K +551 +7%
FI
2354
Financial Insights
Washington
$324K -$89.2K -2,328 -22%
AWAU
2355
Alliance Wealth Advisors (Utah)
Utah
$323K +$12.2K +318 +4%
SMA
2356
Seven Mile Advisory
New Jersey
$323K -$154K -4,008 -33%
UBV
2357
United Bank (Virginia)
Virginia
$323K +$3.53K +92 +1%
OHIS
2358
Oak Harvest Investment Services
Texas
$323K +$2.41K +63 +0.8%
BWA
2359
Burt Wealth Advisors
Maryland
$322K -$28.2K -737 -8%
FPCP
2360
Fort Point Capital Partners
California
$321K -$175K -4,562 -36%
SEP
2361
Southland Equity Partners
Missouri
$321K +$2.41K +63 +0.8%
FA
2362
Financial Advisors
Massachusetts
$321K
MGWM
2363
Marks Group Wealth Management
Minnesota
$320K -$24.4K -637 -7%
MCP
2364
Mirador Capital Partners
California
$319K
OPWM
2365
Oxinas Partners Wealth Management
Indiana
$319K -$575 -15 -0.2%
JCM
2366
Jacobsen Capital Management
Utah
$318K +$30.6K +798 +11%
WA
2367
Waddell & Associates
Tennessee
$317K -$13.5K -351 -4%
LJHT
2368
Laurie J. Hall Trustee
$317K
PA
2369
PSI Advisors
Florida
$317K -$40.7K -1,061 -12%
UCMOK
2370
United Capital Management of KS
Kansas
$317K -$99.1K -2,586 -25%
SP
2371
Stablepoint Partners
Massachusetts
$316K +$295K +7,697 New
CF
2372
Clarity Financial
Texas
$314K +$47.5K +1,239 +19%
AAS
2373
Annex Advisory Services
Wisconsin
$314K -$139K -3,630 -31%
HR
2374
Hardy Reed
Mississippi
$314K +$5.1K +133 +2%
CWP
2375
CFM Wealth Partners
Texas
$314K

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.