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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
PWM
2876
Partnership Wealth Management
Maryland
$8.73K
CTWM
2877
Cherry Tree Wealth Management
Minnesota
$8.19K
DMIC
2878
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.19K +$7.42K +216 New
FG
2879
Fairman Group
Pennsylvania
$8.15K -$45.3K -1,320 -86%
SSG
2880
Summit Securities Group
New York
$8K +$3.43K +100 +100%
AWM
2881
Ameliora Wealth Management
Switzerland
$7.85K
OP
2882
ORG Partners
Indiana
$7.8K -$113K -3,301 -94%
MAM
2883
MMA Asset Management
Pennsylvania
$7.78K +$7.04K +205 New
ECM
2884
Everence Capital Management
Indiana
$7.75K
FWA
2885
FSC Wealth Advisors
New York
$7.58K
CCMI
2886
Creative Capital Management Investments
California
$7.51K
BFS
2887
Bare Financial Services
Pennsylvania
$7.4K
HWP
2888
Highline Wealth Partners
California
$6.54K
SC
2889
Steph & Co
Wisconsin
$6.41K
CJH
2890
Christopher J. Hasenberg
Wisconsin
$6.14K +$5.56K +162 New
LB
2891
Legacy Bridge
Iowa
$5.5K
CMA
2892
Cedar Mountain Advisors
Oregon
$5.2K
TCM
2893
TruNorth Capital Management
Michigan
$5.12K +$4.63K +135 New
EA
2894
Evolution Advisers
Virginia
$5K +$34 +1 +0.8%
AFWM
2895
Abich Financial Wealth Management
Virginia
$4.13K +$3.74K +109 New
FIM
2896
FWL Investment Management
Texas
$3.98K -$3.78K -110 -51%
CWM
2897
Cedar Wealth Management
California
$3.98K
PP
2898
PFS Partners
New Jersey
$3.91K +$34 +1 +1%
IHWM
2899
Iron Horse Wealth Management
Iowa
$3.71K +$34 +1 +1%
PPWM
2900
PFG Private Wealth Management
Florida
$3.7K

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.