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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
VWWMG
2851
Vermillion & White Wealth Management Group
Pennsylvania
$18.8K +$137 +4 +0.8%
LAM
2852
Lummis Asset Management
Texas
$17.5K
MIM
2853
Macroview Investment Management
Maryland
$17.5K +$103 +3 +0.7%
CAM
2854
Clarity Asset Management
Iowa
$17.4K
AAG
2855
Accordant Advisory Group
Maryland
$17.1K +$15.4K +450 New
RF
2856
Robbins Farley
New Hampshire
$15.2K
EWP
2857
Elevation Wealth Partners
California
$15K -$25.5K -743 -65%
EC
2858
EntryPoint Capital
New York
$14.7K -$56.3K -1,641 -81%
GC
2859
Gould Capital
Washington
$13.3K
TCG
2860
Transcendent Capital Group
Oklahoma
$13.3K +$12K +350 New
CTB
2861
Country Trust Bank
Illinois
$12.4K -$3.81K -111 -25%
OLVIG
2862
Oliver Lagore Vanvalin Investment Group
Michigan
$12.4K -$446 -13 -4%
PA
2863
Pineridge Advisors
Missouri
$11.4K -$87.6K -2,553 -89%
AA
2864
AlphaMark Advisors
Kentucky
$11K
BMC
2865
Bear Mountain Capital
Washington
$10.6K -$1.72K -50 -14%
SHIM
2866
Stone House Investment Management
Pennsylvania
$10.5K +$34 +1 +0.4%
HWM
2867
HighMark Wealth Management
Minnesota
$10.2K
MG
2868
MilWealth Group
Wisconsin
$10.2K
FGAM
2869
Financial Gravity Asset Management
Texas
$10.1K -$50.9K -1,483 -85%
CMP
2870
Coston McIsaac & Partners
Maine
$10K
IWP
2871
IAG Wealth Partners
Wisconsin
$9.48K +$8.58K +250 New
IA
2872
IFS Advisors
Kansas
$9.4K
NC
2873
NewSquare Capital
Pennsylvania
$9.29K -$1.65K -48 -16%
CG
2874
Cutler Group
California
$9K -$6.04M -175,832 -100%
OAJ
2875
Ogorek Anthony Joseph
New York
$9K -$7.72K -225 -47%

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.