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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
ACA
2701
Atlas Capital Advisors
Wyoming
$161K +$41.2K +1,200 +39%
FWM
2702
FSA Wealth Management
Massachusetts
$159K +$172 +5 +0.1%
PMFA
2703
Plante Moran Financial Advisors
Michigan
$158K -$61.4K -1,790 -30%
ITIM
2704
Indiana Trust & Investment Management
Indiana
$155K +$44.5K +1,297 +46%
HC
2705
Hoese & Co
Minnesota
$155K -$52.5K -1,530 -25%
GKIM
2706
GW&K Investment Management
Massachusetts
$149K +$33.5K +977 +33%
WOC
2707
West Oak Capital
California
$144K
IPW
2708
Impact Partnership Wealth
Georgia
$137K +$72.7K +2,118 +141%
RA
2709
Rational Advisors
New York
$136K +$123K +3,597 New
TCA
2710
Trifecta Capital Advisors
Illinois
$133K +$68.7K +2,000 +133%
RWM
2711
Ruedi Wealth Management
Illinois
$132K +$13.4K +391 +13%
LF
2712
LifeSteps Financial
California
$131K +$119K +3,466 New
MLA
2713
MB, Levis & Associates
Pennsylvania
$131K +$721 +21 +0.6%
GPFA
2714
Game Plan Financial Advisors
Ohio
$129K +$137 +4 +0.1%
HFM
2715
Harvest Fund Management
China
$129K -$81K -2,360 -41%
SOW
2716
State of Wyoming
Wyoming
$128K +$116K +3,387 New
MIM
2717
Manitou Investment Management
Ontario, Canada
$128K
HGERS
2718
Householder Group Estate & Retirement Specialist
Arizona
$127K +$6.63K +193 +6%
BWL
2719
Bogart Wealth LLC
Virginia
$127K +$6.04K +176 +6%
FCG
2720
Financial Connections Group
California
$124K +$4.84K +141 +5%
FSWA
2721
Financial Synergies Wealth Advisors
Texas
$122K +$108K +3,157 +4,857%
C
2722
Covestor
United Kingdom
$122K -$104K -3,040 -49%
CH
2723
Canton Hathaway
Rhode Island
$122K
BFPW
2724
BOK Financial Private Wealth
Colorado
$121K
RTC
2725
Riverview Trust Company
Washington
$120K +$109K +3,165 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.