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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
DAM
2501
Doheny Asset Management
California
$252K +$228K +6,650 New
WMA
2502
West Michigan Advisors
Michigan
$252K +$228K +6,637 New
GA
2503
Goldstein Advisors
Wisconsin
$251K +$228K +6,630 New
WCM
2504
WealthBridge Capital Management
Ohio
$250K +$549 +16 +0.2%
IIM
2505
Ironwood Investment Management
Massachusetts
$249K -$23.5K -686 -9%
BC
2506
Brio Consultants
California
$249K -$5.42K -158 -2%
EBA
2507
Eagle Bay Advisors
New York
$249K -$38K -1,107 -14%
TFA
2508
Tranquilli Financial Advisor
New Jersey
$248K -$3.06K -89 -1%
UCB
2509
United Community Bank
South Carolina
$248K -$209K -6,076 -48%
HAIM
2510
Hunter Associates Investment Management
Pennsylvania
$248K
PIMG
2511
Patriot Investment Management Group
Tennessee
$248K +$103 +3 +0%
ACP
2512
Arcus Capital Partners
Georgia
$247K +$309 +9 +0.1%
TF
2513
Tompkins Financial
New York
$247K -$5.56K -162 -2%
TFF
2514
The Family Firm
Maryland
$246K +$223K +6,497 New
NF
2515
Nvest Financial
New Hampshire
$246K -$7.28K -212 -3%
MFS
2516
Madrona Financial Services
Washington
$245K +$11.3K +328 +5%
AMM
2517
American Money Management
California
$244K +$137 +4 +0.1%
HPM
2518
Hoxton Planning & Management
West Virginia
$244K +$221K +6,444 New
WWG
2519
West Wealth Group
California
$244K +$1.17K +34 +0.5%
WAM
2520
WFA Asset Management
Wisconsin
$244K -$158K -4,609 -42%
UWM
2521
USAdvisors Wealth Management
Minnesota
$244K +$222K +6,467 New
PAM
2522
Peak Asset Management
Colorado
$244K
WAL
2523
W Advisors LLC
Tennessee
$244K +$1.68K +49 +0.8%
RCM
2524
Rain Capital Management
Oregon
$243K +$4.39K +128 +2%
AWA
2525
Alaska Wealth Advisors
Alaska
$242K +$219K +6,387 New

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.