We are live on ! Find out more
BAC icon

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
AC
1001
AlphaCore Capital
California
$3.09M +$1.48K +43 +0.1%
PTC
1002
Private Trust Company
Ohio
$3.08M -$22K -640 -0.8%
MAS
1003
Meeder Advisory Services
Ohio
$3.08M +$203K +5,913 +8%
SAM
1004
Silvercrest Asset Management
New York
$3.06M -$70.3K -2,049 -2%
MWM
1005
Modera Wealth Management
New Jersey
$3.05M -$25.6K -747 -0.9%
RC
1006
Roundview Capital
New Jersey
$3.04M +$36.6K +1,066 +1%
TSWM
1007
Triangle Securities Wealth Management
North Carolina
$3.04M -$50K -1,458 -2%
TBA
1008
Tower Bridge Advisors
Pennsylvania
$3.03M -$183K -5,335 -6%
MIH
1009
Meitav Investment House
Israel
$3.03M -$172K -5,020 -6%
GL
1010
Graypoint LLC
New York
$3.02M +$203K +5,920 +8%
BCWM
1011
Bartlett & Co Wealth Management
Ohio
$3.01M -$172K -5,002 -6%
KWA
1012
Kingswood Wealth Advisors
California
$3.01M +$410K +11,947 +18%
DPIM
1013
Duff & Phelps Investment Management
Illinois
$3.01M +$78.5K +2,288 +3%
WTC
1014
WhitTier Trust Company
Nevada
$3.01M -$177K -5,164 -6%
MWM
1015
Mission Wealth Management
California
$3.01M +$978K +28,476 +56%
SWS
1016
SYSTM Wealth Solutions
Illinois
$3M -$313K -9,132 -10%
BCM
1017
Brookmont Capital Management
Texas
$2.99M +$60.7K +1,769 +2%
CAAS
1018
Capital Asset Advisory Services
Michigan
$2.99M +$244K +7,120 +10%
MNBTD
1019
Moody National Bank Trust Division
Texas
$2.98M +$26.5K +773 +1%
CIA
1020
Cohen Investment Advisors
New Hampshire
$2.98M +$130K +3,787 +5%
PPW
1021
Parcion Private Wealth
Washington
$2.96M -$35.4K -1,031 -1%
APF
1022
Alaska Permanent Fund
Alaska
$2.96M -$42K -1,223 -2%
MAM
1023
Mystic Asset Management
Rhode Island
$2.96M +$84.4K +2,458 +3%
FAM
1024
Formidable Asset Management
Ohio
$2.95M +$14K +407 +0.5%
TW
1025
TritonPoint Wealth
Maryland
$2.95M -$254K -7,393 -8%

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.