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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
SF
2551
Symphony Financial
Texas
$233K -$46.8K -1,364 -18%
SHFA
2552
SC&H Financial Advisors
Maryland
$233K -$49.4K -1,440 -19%
FWM
2553
ForthRight Wealth Management
Georgia
$232K +$618 +18 +0.3%
MLFP
2554
MPS Loria Financial Planners
Illinois
$232K +$1.17K +34 +0.6%
AW
2555
Atlas Wealth
Ohio
$232K +$210K +6,108 New
NIWA
2556
New Insight Wealth Advisors
California
$231K -$90.4K -2,633 -30%
MF
2557
Meridian Financial
Massachusetts
$231K +$1.78K +52 +0.9%
CW
2558
Cook Wealth
North Carolina
$231K +$215K +6,264 New
MPCG
2559
Matrix Private Capital Group
New York
$231K -$14.5K -421 -6%
EWM
2560
Elevatus Welath Management
New York
$231K +$103 +3 +0%
FFA
2561
Fragasso Financial Advisors
Pennsylvania
$231K +$209K +6,081 New
WWMSC
2562
Wagner Wealth Management (South Carolina)
South Carolina
$231K -$39.3K -1,144 -16%
CPW
2563
Cove Private Wealth
New York
$230K
FB
2564
First Bancorp
Maine
$230K +$208K +6,065 New
TPW
2565
TL Private Wealth
Texas
$229K
SCA
2566
Scott Capital Advisors
Oregon
$229K -$4.67K -136 -2%
MA
2567
Modus Advisors
Minnesota
$228K -$17K -496 -8%
BBNA
2568
Bremer Bank National Association
Minnesota
$228K +$206K +6,002 New
PCM
2569
Palisade Capital Management
New Jersey
$228K
FNT
2570
First Nebraska Trust
Nebraska
$227K -$8.75K -255 -4%
CIS
2571
Custom Index Systems
New York
$227K +$205K +5,976 New
LRIA
2572
Leonard Rickey Investment Advisors
Washington
$226K +$205K +5,969 New
AWM
2573
Abound Wealth Management
Tennessee
$226K +$1.2K +35 +0.6%
LAM
2574
Lifestyle Asset Management
Texas
$226K -$30.2K -879 -13%
NPF
2575
Norris Perne & French
Michigan
$226K -$1.03K -30 -0.5%

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.