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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
Qube Research & Technologies (QRT)
751
Qube Research & Technologies (QRT)
United Kingdom
$5.39M -$4.16M -121,162 -46%
CC
752
Courier Capital
New York
$5.38M -$37.3K -1,086 -0.8%
HCM
753
Hodges Capital Management
Texas
$5.36M +$1.28M +37,430 +36%
LA
754
Lynch & Associates
Indiana
$5.34M -$106K -3,092 -2%
CFM
755
Capricorn Fund Managers
United Kingdom
$5.32M
FB
756
Fulton Bank
Pennsylvania
$5.3M -$37.1K -1,081 -0.8%
WPP
757
Whalerock Point Partners
Rhode Island
$5.29M -$270K -7,876 -5%
BSW
758
Buckingham Strategic Wealth
Missouri
$5.29M -$6.96M -202,872 -59%
MPIM
759
McGinn Penninger Investment Management
Virginia
$5.27M +$71.9K +2,095 +2%
FWM
760
Focused Wealth Management
New York
$5.26M +$55.7K +1,624 +1%
AWM
761
Apollon Wealth Management
South Carolina
$5.25M +$148K +4,315 +3%
PNC
762
Park National Corp
Ohio
$5.23M -$333K -9,690 -7%
GAM
763
Gotham Asset Management
New York
$5.21M -$67.5K -1,967 -1%
CL
764
Choreo LLC
Illinois
$5.21M -$38K -1,108 -0.8%
MHP
765
Manatuck Hill Partners
Connecticut
$5.14M +$496K +14,439 +12%
AF
766
Arrow Financial
New York
$5.13M -$88.1K -2,565 -2%
CCM
767
Check Capital Management
California
$5.13M -$58.3K -1,698 -1%
PIM
768
Plato Investment Management
Australia
$5.13M +$4.36M +126,969 +1,523%
MC
769
Moors & Cabot
Massachusetts
$5.12M +$22.9K +666 +0.5%
CIP
770
Capital Insight Partners
Arizona
$5.09M -$19.8K -578 -0.4%
SFG
771
SevenBridge Financial Group
Pennsylvania
$5.09M -$190K -5,530 -4%
SCM
772
Shelton Capital Management
Colorado
$5.08M -$387K -11,275 -8%
TG
773
TCW Group
California
$5.06M -$556K -16,209 -11%
WPA
774
Winning Points Advisors
Florida
$5.06M
HIC
775
Harbor Island Capital
Massachusetts
$5.03M

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.