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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
CAL
2376
Capital Advisors Ltd
Ohio
$313K +$13.9K +363 +5%
WA
2377
WP Advisors
California
$313K +$3.6K +94 +1%
EFG
2378
Ethos Financial Group
Pennsylvania
$312K -$36.1K -941 -11%
PCA
2379
Prosperity Capital Advisors
Ohio
$310K -$333K -8,702 -53%
CWA
2380
Consilio Wealth Advisors
Washington
$310K +$17.7K +461 +6%
FCB
2381
First County Bank
Connecticut
$310K -$25.6K -667 -8%
CBT
2382
CoreFirst Bank & Trust
Kansas
$310K
RCA
2383
Riverview Capital Advisers
Massachusetts
$310K -$2.87K -75 -1%
CCMIC
2384
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$310K -$129K -3,375 -30%
SFG
2385
SNS Financial Group
Minnesota
$310K +$9.5K +248 +3%
SOS
2386
Silver Oak Securities
Tennessee
$309K +$37.7K +983 +14%
LRIA
2387
Leonard Rickey Investment Advisors
Washington
$309K +$68.8K +1,796 +30%
TWA
2388
Tandem Wealth Advisors
Arizona
$309K
FA
2389
Fountainhead AM
New Jersey
$308K +$12.6K +330 +4%
FFA
2390
Fi3 Financial Advisors
Indiana
$308K -$3.91K -102 -1%
TW
2391
Traveka Wealth
California
$308K +$8.62K +225 +3%
IPW
2392
Intergy Private Wealth
Colorado
$308K +$13.5K +353 +5%
PWA
2393
Physician Wealth Advisors
Utah
$307K +$20.4K +531 +8%
WCFA
2394
Walkner Condon Financial Advisors
Wisconsin
$307K +$37.6K +981 +15%
IAG
2395
Investment Advisory Group
Massachusetts
$306K +$39.5K +1,032 +15%
TWM
2396
TriaGen Wealth Management
California
$306K +$27.3K +712 +10%
RFM
2397
Royal Fund Management
Florida
$306K -$67.3K -1,757 -19%
BWM
2398
BNC Wealth Management
Oregon
$306K -$1.19K -31 -0.4%
WFS
2399
Widmann Financial Services
Maryland
$304K -$10.3K -270 -3%
FFA
2400
Fragasso Financial Advisors
Pennsylvania
$304K +$60K +1,566 +26%

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.