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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
PBK
2676
Peoples Bank (Kansas)
Kansas
$199K
BWM
2677
BKM Wealth Management
Wisconsin
$199K +$41.6K +1,213 +30%
FPF
2678
First Pacific Financial
Washington
$194K +$2.85K +83 +2%
OSNBOA
2679
Old Second National Bank of Aurora
Illinois
$191K
GCS
2680
Gordian Capital (Singapore)
Singapore
$190K +$137K +4,000 +400%
FCMT
2681
Founders Capital Management (Texas)
Texas
$188K
SCA
2682
Stuart Chaussee & Associates
California
$187K
ITFISA
2683
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$187K +$16.3K +474 +10%
CFFP
2684
Center for Financial Planning
Michigan
$187K +$16.3K +474 +11%
IRAG
2685
Investment Research & Advisory Group
Georgia
$182K -$1.03K -30 -0.6%
LTI
2686
Laffer Tengler Investments
Tennessee
$182K -$1.75K -51 -1%
MMG
2687
Monetary Management Group
Missouri
$180K
NRG
2688
Nemes Rush Group
Michigan
$180K +$3.81K +111 +2%
HWMC
2689
Heritage Wealth Management (California)
California
$177K -$3.29K -96 -2%
KFS
2690
Kelly Financial Services
Massachusetts
$175K
RDFA
2691
Ritter Daniher Financial Advisory
Ohio
$173K
GWSG
2692
GPS Wealth Strategies Group
Colorado
$173K -$20.5K -597 -12%
RFG
2693
RFP Financial Group
Georgia
$172K -$8.51K -248 -5%
WPWM
2694
Western Pacific Wealth Management
Illinois
$171K +$34 +1 +0%
BBPWM
2695
Blue Bell Private Wealth Management
Pennsylvania
$169K +$2.68K +78 +2%
VAMG
2696
Voisard Asset Management Group
Michigan
$167K -$40K -1,164 -21%
RG
2697
Retirement Group
California
$166K +$1.82K +53 +1%
MSE
2698
MUFG Securities EMEA
United Kingdom
$165K -$50K -1,457 -25%
GGI
2699
Godsey & Gibb Inc
Virginia
$164K -$20.6K -600 -12%
NF
2700
Norwood Financial
Pennsylvania
$162K -$1.72K -50 -1%

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.