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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
PCWA
2726
Pacific Capital Wealth Advisors
California
$120K -$58.2K -1,696 -35%
RDIA
2727
RE Dickinson Investment Advisors
Iowa
$119K
IFAM
2728
Institutional & Family Asset Management
Colorado
$118K -$2.85K -83 -3%
DWA
2729
Dougherty Wealth Advisers
Minnesota
$116K
GCM
2730
Gladius Capital Management
Illinois
$114K +$104K +3,018 New
DPW
2731
DiNuzzo Private Wealth
Pennsylvania
$112K -$5.15K -150 -5%
CHA
2732
Carmichael Hill & Associates
Maryland
$108K -$27.4K -798 -22%
CAM
2733
Costello Asset Management
Pennsylvania
$108K
T
2734
Tidemark
California
$108K +$206 +6 +0.2%
AT
2735
Avalon Trust
New Mexico
$104K -$5.08K -148 -5%
TIM
2736
Tortoise Investment Management
New York
$103K -$4.12K -120 -4%
SWC
2737
Spectrum Wealth Counsel
Indiana
$102K -$77.4K -2,254 -45%
SA
2738
SRH Advisors
Kansas
$102K
S
2739
Sachetta
Massachusetts
$100K
AW
2740
Avion Wealth
Texas
$100K -$1.2K -35 -1%
ACM
2741
Adalta Capital Management
New York
$98.6K -$17.2K -500 -16%
RAM
2742
Riggs Asset Management
Pennsylvania
$98.4K +$687 +20 +0.8%
GA
2743
GoalVest Advisory
New York
$92.4K +$2.75K +80 +3%
CWM
2744
CarsonAllaria Wealth Management
Illinois
$91.2K +$69 +2 +0.1%
MUMSS
2745
Mitsubishi UFJ Morgan Stanley Securities
Japan
$91K +$82.4K +2,400 New
FDCP
2746
Foster Dykema Cabot & Partners
Massachusetts
$90.6K +$46.7K +1,361 +132%
HDIM
2747
Hanson & Doremus Investment Management
Vermont
$90K -$3.64K -106 -4%
HWM
2748
Horizons Wealth Management
North Carolina
$89.4K
FFWA
2749
FRG Family Wealth Advisors
Washington
$88.9K +$82.5K +2,402 New
BIM
2750
Breakwater Investment Management
Washington
$87.9K +$79.6K +2,319 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.