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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
ATC
2751
Advantage Trust Company
Kansas
$85.3K
NMM
2752
Naples Money Management
Florida
$84.1K -$13.7K -400 -15%
APGC
2753
A.P. Gilfoyle & Co
New York
$83.4K +$60.1K +1,750 +389%
GIS
2754
Grayhawk Investment Strategies
Alberta, Canada
$83.3K
VAG
2755
VisionPoint Advisory Group
Texas
$83.2K -$16.9K -493 -18%
EP
2756
Elkhorn Partners
Nebraska
$83K -$30.9K -900 -29%
RFS
2757
Richardson Financial Services
Massachusetts
$82.7K +$27.5K +800 +58%
AWM
2758
Atticus Wealth Management
Florida
$82.7K -$68.7K -2,000 -48%
RFG
2759
REAP Financial Group
Texas
$81.9K -$75.7K -2,205 -51%
CAC
2760
Core Alternative Capital
Georgia
$81.1K -$50.9K -1,482 -41%
WAS
2761
Winch Advisory Services
Wisconsin
$81.1K +$412 +12 +0.6%
TC
2762
Trust Company
Kansas
$81K
DFA
2763
DHJJ Financial Advisors
Illinois
$79.3K
WWM
2764
Wolff Wiese Magana
California
$78.7K
SA
2765
Scarborough Advisors
Maryland
$77.6K +$3.74K +109 +6%
Loomis, Sayles & Company
2766
Loomis, Sayles & Company
Massachusetts
$77K +$13.6K +396 +24%
DI
2767
DAGCO Inc
Ohio
$76.2K +$48.4K +1,409 +235%
SAG
2768
Spotlight Asset Group
Illinois
$75.8K
AWM
2769
Activest Wealth Management
Florida
$71.1K +$64.4K +1,875 New
BL
2770
BFSG LLC
California
$70.6K +$6.87K +200 +12%
FIM
2771
Fernwood Investment Management
Massachusetts
$70.2K +$63.5K +1,851 New
FMTCOCP
2772
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K -$10.3K -300 -14%
NCM
2773
Northwest Capital Management
Oregon
$68.3K
WSC
2774
Wellington Shields & Co
New York
$68.2K -$17.2K -500 -22%
SC
2775
Stephens Consulting
Michigan
$67.7K

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.