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Bank of America

2,919 hedge funds and large institutions have $214B invested in Bank of America in 2024 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,101 increasing their positions, 1,272 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 130

11% more capital invested

Capital invested by funds: $192B → $214B (+$21.7B)

2% more funds holding

Funds holding: 2,8552,919 (+64)

0.41% less ownership

Funds ownership: 72.01%71.6% (-0.41%)

4% less funds holding in top 10

Funds holding in top 10: 112108 (-4)

13% less repeat investments, than reductions

Existing positions increased: 1,101 | Existing positions reduced: 1,272

37% less call options, than puts

Call options by funds: $5.09B | Put options by funds: $8.11B

Holders
2,919
Holders Change
+64
Holders Change %
+2.24%
% of All Funds
42.04%
Holding in Top 10
108
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.57%
% of All Funds
1.56%
New
234
Increased
1,101
Reduced
1,272
Closed
130
Calls
$5.09B
Puts
$8.11B
Net Calls
-$3.02B
Net Calls Change
-$503M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2476
Alterna Wealth Management
Texas
$260K +$236K +6,863 New
SIC
2477
Sterling Investment Counsel
New York
$260K -$738K -21,508 -76%
RCM
2478
Radnor Capital Management
Pennsylvania
$260K
TFGT
2479
TS Financial Group (TSFG)
Illinois
$260K +$515 +15 +0.2%
TC
2480
Tacita Capital
Ontario, Canada
$259K
GIP
2481
Granite Investment Partners
California
$259K -$11.9K -347 -5%
SOS
2482
Silver Oak Securities
Tennessee
$258K -$23.6K -688 -9%
NSB
2483
Norway Savings Bank
Maine
$257K -$2.92K -85 -1%
BSHC
2484
Breed's Hill Capital
Massachusetts
$256K +$22.7K +660 +11%
HFS
2485
Howard Financial Services
Texas
$256K -$34.1K -994 -13%
WIA
2486
World Investment Advisors
California
$256K -$120K -3,500 -34%
OWMIAS
2487
One Wealth Management Investment & Advisory Services
Florida
$256K +$232K +6,752 New
GEA
2488
Glen Eagle Advisors
New Jersey
$256K -$149K -4,354 -39%
DWM
2489
Destination Wealth Management
California
$256K +$231K +6,739 New
WCFA
2490
Walkner Condon Financial Advisors
Wisconsin
$256K +$7.72K +225 +3%
NFSG
2491
Newbridge Financial Services Group
Florida
$255K +$231K +6,728 New
GWP
2492
Gen-Wealth Partners
Michigan
$254K +$230K +6,697 New
JWA
2493
JFS Wealth Advisors
Pennsylvania
$254K +$16.4K +479 +8%
RS
2494
Rakuten Securities
Japan
$253K -$295K -8,580 -56%
GAM
2495
Gould Asset Management
California
$253K -$12.5K -364 -5%
IAG
2496
Investment Advisory Group
Massachusetts
$253K +$858 +25 +0.4%
GL
2497
Gerber LLC
Ohio
$253K +$34 +1 +0%
SCI
2498
Silver Coast Investments
United States
$253K -$6.32K -184 -3%
IP
2499
Investment Partners
Ohio
$253K +$240 +7 +0.1%
CF
2500
Clarity Financial
Texas
$253K +$6.52K +190 +3%

BAC Hedge Fund Activity: Q1 2024 in Review

2,919 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2024, worth a combined $214B — up 11% from $192B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new BAC positions and 130 closed out — a net gain of 104 holders — while 1,101 added to existing stakes and 1,272 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.24B. The largest seller was Morgan Stanley, cutting an estimated $3.87B.

  • 2,919 institutional investors held Bank of America (BAC) as of Q1 2024, up from 2,855 in Q4 2023.
  • Funds reported $214B of Bank of America stock for Q1 2024, up 11% quarter-over-quarter.
  • 234 funds opened new Bank of America positions in Q1 2024 and 130 closed out, a net change of +104 holders.
  • The largest Bank of America buyer in Q1 2024 was Vanguard Group, an estimated $1.24B added.
  • The largest Bank of America seller in Q1 2024 was Morgan Stanley, an estimated $3.87B sold.

Based on aggregated 13F filings for Q1 2024.