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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
SFG
2601
Sunburst Financial Group
Alabama
$219K -$7.62K -222 -4%
Financial Engines Advisors
2602
Financial Engines Advisors
California
$218K +$198K +5,757 New
AFA
2603
American Financial Advisors
Georgia
$218K -$140K -4,075 -42%
CWP
2604
Core Wealth Partners
California
$217K +$197K +5,728 New
BWM
2605
BlackDiamond Wealth Management
New York
$217K -$35.7K -1,041 -15%
FWA
2606
FSM Wealth Advisors
Ohio
$216K +$196K +5,706 New
BOSSRA
2607
B.O.S.S. Retirement Advisors
Utah
$216K -$118K -3,445 -35%
FA
2608
Fermata Advisors
California
$216K -$27.6K -805 -12%
BCMLT
2609
Beacon Capital Management LLC (Tennessee)
Tennessee
$216K -$14.7K -427 -7%
LF
2610
Lee Financial
Texas
$216K
SWM
2611
Segment Wealth Management
Texas
$215K +$195K +5,681 New
TC
2612
Trilogy Capital
California
$214K +$194K +5,646 New
SFC
2613
Swisher Financial Concepts
Ohio
$214K -$16.9K -493 -8%
CM
2614
Capula Management
Cayman Islands
$214K +$194K +5,643 New
FFWM
2615
Future Financial Wealth Management
Ohio
$214K -$34K -990 -15%
SAW
2616
Signal Advisors Wealth
Michigan
$214K +$194K +5,640 New
TWM
2617
Tanager Wealth Management
United Kingdom
$214K +$193K +5,636 New
TFO
2618
Tarbox Family Office
California
$214K +$193K +5,635 New
WWC
2619
Waypoint Wealth Counsel
Georgia
$213K +$193K +5,621 New
CWG
2620
Crown Wealth Group
North Carolina
$213K +$193K +5,616 New
FCM
2621
Firestone Capital Management
Florida
$213K +$193K +5,609 New
TDC
2622
Thompson Davis & Co
Virginia
$212K +$192K +5,600 New
RB
2623
Renasant Bank
Mississippi
$212K +$192K +5,595 New
WTA
2624
Washington Trust Advisors
Massachusetts
$212K +$206 +6 +0.1%
HIGP
2625
Hill Investment Group Partners
Missouri
$212K +$192K +5,593 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.