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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
MDCM
2826
Morgan Dempsey Capital Management
Wisconsin
$30.3K
CPG
2827
Cornerstone Planning Group
New Jersey
$30K -$1.68K -49 -6%
RWML
2828
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$29.5K -$17.4K -507 -39%
CSWM
2829
Cassady Schiller Wealth Management
Ohio
$29.4K +$2.58K +75 +11%
CCC
2830
Chelsea Counsel Company
California
$26.5K
DWA
2831
Delos Wealth Advisors
Texas
$25.9K +$18.8K +547 +402%
FFL
2832
Financial Freedom LLC
Ohio
$25.4K
QL
2833
Quarry LP
New York
$24.8K -$2.81K -82 -11%
MFG
2834
Mendota Financial Group
Wisconsin
$24.5K
WAG
2835
Wiser Advisor Group
Arizona
$24.2K
DF
2836
Dunhill Financial
United Kingdom
$24K +$3.12K +91 +17%
BSWA
2837
Bromfield Sneider Wealth Advisors
Massachusetts
$23.7K
PCTC
2838
Perkins Coie Trust Company
Washington
$23.7K
DWS
2839
Dynamic Wealth Strategies
California
$23K
RCM
2840
Richardson Capital Management
Wisconsin
$22.8K -$13.7K -400 -40%
VWA
2841
Valued Wealth Advisors
Utah
$22.4K +$11.5K +334 +130%
CAM
2842
ClariVest Asset Management
California
$22K +$4.02K +117 +25%
SNB
2843
Security National Bank
Nebraska
$20.9K
NA
2844
Nordwand Advisors
Pennsylvania
$20.7K
GJIA
2845
Glass Jacobson Investment Advisors
Maryland
$19.7K +$69 +2 +0.4%
CB
2846
CNB Bank
Pennsylvania
$19.5K +$1.89K +55 +12%
LWA
2847
Lowe Wealth Advisors
Maryland
$19.1K
PP
2848
PrairieView Partners
Minnesota
$19K +$34 +1 +0.2%
CPG
2849
Custom Portfolio Group
Colorado
$19K
CWM
2850
Cranbrook Wealth Management
Michigan
$18.9K

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.