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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
MCIA
2576
Mountain Capital Investment Advisors
Colorado
$226K -$618 -18 -0.3%
MIM
2577
Moseley Investment Management
Florida
$226K -$39.9K -1,163 -16%
HTIM
2578
Harbour Trust & Investment Management
Indiana
$226K -$69 -2 -0%
AIM
2579
AHL Investment Management
Florida
$226K -$69 -2 -0%
WKWM
2580
Walter & Keenan Wealth Management
Indiana
$226K +$204K +5,950 New
RPGK
2581
Retirement Planning Group (Kansas)
Kansas
$225K +$204K +5,931 New
TWP
2582
Triad Wealth Partners
Kansas
$225K +$204K +5,929 New
CNWM
2583
Clay Northam Wealth Management
California
$225K +$203K +5,924 New
BA
2584
Ballast Advisors
Minnesota
$224K -$8.58K -250 -4%
VBFP
2585
Valtinson Bruner Financial Planning
Minnesota
$224K +$202K +5,896 New
LTAS
2586
Linden Thomas Advisory Services
North Carolina
$223K +$202K +5,893 New
PWA
2587
Physician Wealth Advisors
Utah
$223K -$31.2K -908 -12%
ADBIC
2588
A.D. Beadell Investment Counsel
Wisconsin
$223K +$203K +5,902 New
KFP
2589
Keystone Financial Planning
Ohio
$223K +$202K +5,881 New
JF
2590
JSF Financial
California
$223K -$20.4K -593 -9%
PWMG
2591
Private Wealth Management Group
New Jersey
$223K -$13.7K -400 -6%
AIM
2592
Allen Investment Management
New York
$222K -$58.1K -1,692 -22%
SIAG
2593
Signet Investment Advisory Group
Rhode Island
$222K +$201K +5,850 New
CCFCSB
2594
Cape Cod Five Cents Savings Bank
Massachusetts
$222K -$12.5K -363 -6%
AG
2595
Algert Global
California
$221K -$195K -5,667 -49%
AFS
2596
Annapolis Financial Services
Maryland
$221K -$82.1K -2,392 -29%
PCM
2597
Passive Capital Management
Maryland
$220K +$199K +5,810 New
MAA
2598
Mraz Amerine & Associates
California
$220K +$199K +5,805 New
SAMC
2599
Spectrum Asset Management (California)
California
$220K +$199K +5,797 New
PCFFS
2600
Pacific Center for Financial Services
California
$219K -$13.9K -405 -7%

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.