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
BB
1026
Berkshire Bank
Massachusetts
$2.95M -$162K -4,731 -6%
RMAM
1027
Raab & Moskowitz Asset Management
New Jersey
$2.94M +$85K +2,476 +3%
CBB
1028
Citizens Business Bank
California
$2.93M +$111K +3,234 +4%
EF
1029
Exeter Financial
Arizona
$2.91M -$4.29K -125 -0.2%
QCG
1030
Quadrant Capital Group
Ohio
$2.9M -$83.3K -2,426 -3%
ANTB
1031
AMG National Trust Bank
Colorado
$2.9M -$788K -22,958 -23%
ICP
1032
Ironvine Capital Partners
Nebraska
$2.89M
MWA
1033
Meridian Wealth Advisors
Texas
$2.86M
FTWA
1034
Fifth Third Wealth Advisors
Ohio
$2.86M +$590K +17,196 +30%
PS
1035
Principal Securities
Iowa
$2.86M +$232K +6,749 +10%
CAC
1036
Cowen and Company
New York
$2.84M +$2.57M +75,000 New
CTC
1037
Cetera Trust Company
Minnesota
$2.84M -$18.9K -550 -0.7%
LIP
1038
Lighthouse Investment Partners
Florida
$2.84M -$4.98M -145,162 -66%
TSMHT
1039
Thurston Springer Miller Herd & Titak
Indiana
$2.83M +$2.56M +74,646 New
HT
1040
Heritage Trust
Oklahoma
$2.82M -$50K -1,456 -2%
IFG
1041
Independent Financial Group
California
$2.81M -$209K -6,101 -8%
SACTSONJ
1042
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.81M
BCM
1043
Bayesian Capital Management
New York
$2.79M -$154K -4,482 -6%
CCB
1044
Country Club Bank
Missouri
$2.78M -$117K -3,397 -4%
CI
1045
Cigna Investments
Connecticut
$2.78M -$18K -523 -0.7%
HIC
1046
Holderness Investments Company
North Carolina
$2.78M +$6.93K +202 +0.3%
BEW
1047
Burton Enright Welch
California
$2.78M +$31.2K +908 +1%
ERSOT
1048
Employees Retirement System of Texas
Texas
$2.77M -$1.65M -48,200 -40%
GCM
1049
Graham Capital Management
Connecticut
$2.76M -$19.4M -564,838 -89%
ACM
1050
Advisors Capital Management
New Jersey
$2.74M -$118K -3,428 -5%

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.