We are live on ! Find out more
BAC icon

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
WA
2626
Waterford Advisors
New York
$212K +$192K +5,593 New
PHAM
2627
Palisades Hudson Asset Management
Florida
$212K +$192K +5,582 New
LC
2628
Lavaca Capital
Texas
$211K +$191K +5,574 New
SGC
2629
Slocum, Gordon & Co
Rhode Island
$211K
SR
2630
Syntax Research
Florida
$211K +$14K +409 +8%
SCM
2631
SKBA Capital Management
California
$210K -$65.2K -1,900 -26%
WAM
2632
Werlinich Asset Management
Connecticut
$210K +$191K +5,565 New
CFO
2633
CVA Family Office
Colorado
$210K +$755 +22 +0.4%
PF
2634
Prosperitas Financial
California
$210K -$34.5K -1,004 -15%
LAS
2635
Lloyd Advisory Services
Georgia
$209K +$189K +5,510 New
AT
2636
Arden Trust
Delaware
$209K -$32.9K -959 -15%
SC
2637
Seldon Capital
California
$209K +$189K +5,502 New
MAM
2638
Marotta Asset Management
Virginia
$209K -$26.3K -765 -12%
ECM
2639
Elgethun Capital Management
South Dakota
$208K +$137 +4 +0.1%
DAL
2640
Delta Accumulation LLC
California
$208K +$1.34K +39 +0.7%
FGG
2641
Financial Guidance Group
Florida
$208K +$188K +5,485 New
HW
2642
Hamilton Wealth
California
$208K -$71.3K -2,077 -27%
NCM
2643
Narwhal Capital Management
Georgia
$208K -$103K -3,006 -35%
SFWC
2644
Strategic Family Wealth Counselors
New Jersey
$207K +$188K +5,465 New
VCM
2645
Versant Capital Management
Arizona
$207K +$13.7K +398 +8%
CPA
2646
Cardiff Park Advisors
California
$207K -$53K -1,544 -22%
CWA
2647
Clarity Wealth Advisors
California
$207K +$187K +5,450 New
RLIM
2648
Red Lighthouse Investment Management
New York
$207K +$187K +5,448 New
S4W
2649
Solutions 4 Wealth
Texas
$206K +$187K +5,445 New
CWM
2650
Concentrum Wealth Management
California
$206K +$187K +5,434 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.