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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
TFM
2776
TFC Financial Management
Massachusetts
$63.3K -$29.5K -860 -34%
BHWM
2777
Beaird Harris Wealth Management
Texas
$62.8K +$46.3K +1,350 +440%
SRCM
2778
Signature Resources Capital Management
California
$62.4K
CBT
2779
Central Bank & Trust
Kentucky
$62.3K -$1.34K -39 -2%
TCCM
2780
Timber Creek Capital Management
Massachusetts
$60.9K -$790 -23 -1%
EFP
2781
EnRich Financial Partners
Wisconsin
$59.7K +$54.1K +1,575 New
MFT
2782
Moisand Fitzgerald Tamayo
Florida
$57.5K -$3.36K -98 -6%
VWM
2783
Valley Wealth Managers
New Jersey
$56.9K
BIA
2784
Bell Investment Advisors
California
$56.2K +$7.45K +217 +17%
KFP
2785
Keener Financial Planning
Texas
$56K
CWM
2786
Compass Wealth Management
Connecticut
$55.7K -$8.93K -260 -15%
CIAS
2787
CBIZ Investment Advisory Services
Ohio
$55.3K +$50K +1,458 New
OC
2788
Oakmont Corp
California
$55.2K
HFS
2789
HBC Financial Services
Washington
$55K -$34.3K -1,000 -40%
B
2790
Birchbrook
Maine
$54.5K +$34 +1 +0.1%
CP
2791
Castleview Partners
Texas
$53.2K
KWAG
2792
Kiely Wealth Advisory Group
North Carolina
$52.9K +$1.44K +42 +3%
CWA
2793
Carolina Wealth Advisors
South Carolina
$52.6K -$1.54K -45 -3%
BC
2794
Broadwater Capital
Massachusetts
$50.5K
LFASL
2795
Lugano Financial Advisors SA (LFA)
Switzerland
$50.4K +$35.4K +1,032 +349%
FRA
2796
Frank Rimerman Advisors
California
$49.1K
TLCM
2797
Twin Lakes Capital Management
California
$48.6K +$275 +8 +0.6%
CPA
2798
Clear Point Advisors
New York
$46.8K +$34 +1 +0.1%
TC
2799
Truvestments Capital
Florida
$46K -$31.6K -922 -43%
PCMC
2800
Planning Capital Management Corporation
Pennsylvania
$45.7K -$25K -728 -38%

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.