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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
SCA
1051
Stonebridge Capital Advisors
Minnesota
$2.74M +$183K +5,320 +8%
UB
1052
Umpqua Bank
Oregon
$2.73M +$2.48M +72,112 New
NL
1053
NWAM LLC
Washington
$2.73M -$57.2K -1,666 -2%
MWM
1054
Massachusetts Wealth Management
Massachusetts
$2.73M +$31.1K +906 +1%
ZIC
1055
ZWJ Investment Counsel
Georgia
$2.72M +$433K +12,621 +21%
SCP
1056
Shorepoint Capital Partners
Massachusetts
$2.72M -$102K -2,973 -4%
JIP
1057
Jaffetilchin Investment Partners
Florida
$2.72M -$28K -815 -1%
CIC
1058
Cornercap Investment Counsel
Georgia
$2.72M -$18.9K -552 -0.8%
ISWM
1059
Independent Solutions Wealth Management
New York
$2.71M +$26.1K +760 +1%
GBT
1060
Grove Bank & Trust
Florida
$2.71M -$12K -351 -0.5%
CRIG
1061
Charter Research & Investment Group
Connecticut
$2.7M -$1.17K -34 -0%
BTWM
1062
Baker Tilly Wealth Management
Wisconsin
$2.7M -$86.5K -2,521 -3%
CT
1063
Caldwell Trust
Florida
$2.7M +$42.9K +1,251 +2%
CWAG
1064
Compton Wealth Advisory Group
Virginia
$2.7M +$13.8K +403 +0.6%
PWMAG
1065
Pinnacle Wealth Management Advisory Group
New Jersey
$2.69M +$131K +3,817 +6%
LWM
1066
Lodestone Wealth Management
Washington
$2.68M -$31K -902 -1%
CCA
1067
Checchi Capital Advisers
California
$2.68M -$27.7K -807 -1%
FWP
1068
FAS Wealth Partners
Kansas
$2.68M -$23.7K -691 -1%
CA
1069
Clearstead Advisors
Ohio
$2.65M +$79K +2,302 +3%
9WM
1070
9258 Wealth Management
Ohio
$2.65M +$8.17K +238 +0.3%
SHFA
1071
SS&H Financial Advisors
Michigan
$2.65M
SVWAG
1072
Sound View Wealth Advisors Group
Georgia
$2.65M +$310K +9,045 +15%
NW
1073
Naviter Wealth
Arkansas
$2.63M +$127K +3,693 +6%
HCA
1074
Harbour Capital Advisors
Virginia
$2.62M +$5.7K +166 +0.2%
BO
1075
Bank OZK
Arkansas
$2.62M -$528K -15,371 -18%

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.