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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
FCT
2801
First Community Trust
Iowa
$45.5K
RBC
2802
Roble Belko & Company
Pennsylvania
$44K -$3.64K -106 -8%
AP
2803
Aspect Partners
Virginia
$43.5K +$412 +12 +1%
MFA
2804
McClarren Financial Advisors
Pennsylvania
$40K +$35.9K +1,046 New
GTAM
2805
Global Trust Asset Management
Florida
$39.3K
DCM
2806
Davis Capital Management
Florida
$38.1K +$8.14K +237 +30%
PCC
2807
Park Circle Company
Maryland
$37.9K
CWAF
2808
Core Wealth Advisors (Florida)
Florida
$37.7K +$34 +1 +0.1%
RTL
2809
Red Tortoise LLC
Georgia
$36.6K +$34 +1 +0.1%
CCA
2810
Criterion Capital Advisors
Tennessee
$36.3K
PO
2811
Private Ocean
California
$36.3K -$11.2K -325 -25%
FRA
2812
Front Row Advisors
California
$35.6K +$2.95K +86 +10%
W
2813
WealthCollab
Washington
$35.5K -$2.02K -59 -6%
MWM
2814
Mascoma Wealth Management
New Hampshire
$35.2K
FGA
2815
Fortis Group Advisors
New Jersey
$34.7K -$31.4K -914 -50%
CT
2816
Clearstead Trust
Maine
$33.7K +$28.6K +834 +1,489%
VLKIM
2817
Van Lanschot Kempen Investment Management
Netherlands
$33.5K -$5.59K -163 -16%
NIC
2818
Northwest Investment Counselors
Oregon
$33.5K +$30.3K +883 New
FFA
2819
Frazier Financial Advisors
Ohio
$32.8K +$12.7K +370 +75%
MSFP
2820
Mark Sheptoff Financial Planning
Connecticut
$32.7K -$6.87K -200 -19%
LFA
2821
Livelsberger Financial Advisory
Ohio
$32.5K +$206 +6 +0.7%
TLA
2822
Tanglewood Legacy Advisors
Texas
$32.1K +$2.47K +72 +9%
NECFA
2823
New England Capital Financial Advisors
Connecticut
$31.6K -$82.2K -2,396 -74%
GFL
2824
Granite FO LLC
New Hampshire
$30.8K
TCM
2825
TD Capital Management
Tennessee
$30.4K +$4.88K +142 +22%

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.