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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
AIP
701
Ameritas Investment Partners
Nebraska
$6.26M -$118K -3,446 -2%
HIP
702
HUB Investment Partners
Texas
$6.26M +$1.1M +32,000 +24%
APP
703
Avantax Planning Partners
Iowa
$6.21M +$2.5M +72,903 +80%
BAM
704
Boyar Asset Management
New York
$6.2M +$205K +5,973 +4%
ECG
705
Edge Capital Group
Georgia
$6.18M +$374K +10,902 +7%
SW
706
Simplicity Wealth
New Jersey
$6.14M +$5.33M +155,171 +2,333%
IWA
707
Icon Wealth Advisors
Texas
$6.13M +$645K +18,777 +13%
Nomura Holdings
708
Nomura Holdings
Japan
$6.1M -$36.2M -1,053,359 -87%
AIMCA
709
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.1M
FT
710
Fiduciary Trust
Massachusetts
$6.08M -$16.9K -493 -0.3%
CIC
711
Concord Investment Counsel
California
$6.07M +$5.5M +160,195 New
PTCG
712
Pring Turner Capital Group
California
$6.07M +$127K +3,714 +2%
NIM
713
Northeast Investment Management
Massachusetts
$6.05M -$121K -3,519 -2%
ACH
714
ArrowMark Colorado Holdings
Colorado
$6.04M -$11.2M -325,100 -67%
HPG
715
Harvest Portfolios Group
Ontario, Canada
$6.04M +$287K +8,350 +6%
AG
716
AIA Group
Hong Kong
$6.03M +$3.16M +91,955 +137%
VCM
717
Viewpoint Capital Management
Washington
$6.03M -$46.3K -1,350 -0.8%
SCP
718
Stamos Capital Partners
California
$6.03M -$2.4M -70,030 -31%
FWC
719
First Washington Corp
Washington
$6.01M -$6.2M -180,692 -53%
LNC
720
Lincoln National Corp
Pennsylvania
$6.01M +$229K +6,663 +4%
WC
721
Woodstock Corp
Massachusetts
$6M -$17.9K -520 -0.3%
KCM
722
Kempner Capital Management
Texas
$6M -$343 -10 -0%
HI
723
Hoey Investments
Pennsylvania
$5.98M -$174K -5,062 -3%
CSPIA
724
Cary Street Partners Investment Advisory
Virginia
$5.94M +$106K +3,078 +2%
LM
725
Lincluden Management
Ontario, Canada
$5.92M -$67.8K -1,974 -1%

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.