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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
EWM
1176
Evergreen Wealth Management
Michigan
$2.06M
FBFS
1177
First Business Financial Services
Wisconsin
$2.06M +$4.81K +140 +0.3%
JWM
1178
Jeppson Wealth Management
California
$2.06M -$8.45K -246 -0.5%
FIA
1179
Foundations Investment Advisors
Arizona
$2.05M -$311K -9,051 -14%
JF
1180
Jump Financial
Illinois
$2.05M +$1.56M +45,552 +532%
RPCONE
1181
Retirement Planning Company of New England
Rhode Island
$2.05M -$811K -23,620 -30%
HWA
1182
HCR Wealth Advisors
California
$2.04M +$98K +2,856 +6%
WI
1183
WrapManager Inc
California
$2.04M +$382K +11,139 +26%
HCM
1184
Highlander Capital Management
New Jersey
$2.04M -$6.42K -187 -0.3%
RWB
1185
RMR Wealth Builders
New Jersey
$2.03M +$527K +15,361 +40%
FHA
1186
First Horizon Advisors
Tennessee
$2.03M -$159K -4,645 -8%
LC
1187
Lindbrook Capital
California
$2.02M +$44.5K +1,295 +2%
MMPW
1188
Mitchell McLeod Pugh & Williams
Alabama
$2.01M +$18.9K +552 +1%
NG
1189
Norden Group
Utah
$2.01M +$415K +12,089 +30%
WHC
1190
Wulff, Hansen & Co
California
$2.01M -$56.6K -1,650 -3%
NRS
1191
Neville Rodie & Shaw
New York
$2.01M -$15.5K -451 -0.8%
BFG
1192
Beacon Financial Group
Texas
$2.01M -$533K -15,530 -23%
WPC
1193
Wedmont Private Capital
Pennsylvania
$2M +$121K +3,527 +7%
CGH
1194
CMG Global Holdings
Texas
$1.99M
HFM
1195
Hartford Financial Management
Connecticut
$1.99M -$63.4K -1,846 -3%
SAM
1196
Shell Asset Management
Netherlands
$1.99M -$2.41M -70,236 -58%
GWMR
1197
GC Wealth Management RIA
Massachusetts
$1.98M +$88.3K +2,571 +5%
RA
1198
Ransom Advisory
Rhode Island
$1.97M +$1.78M +51,949 New
CA
1199
Cumberland Advisors
Florida
$1.97M -$17.2K -500 -1%
CCG
1200
Ceeto Capital Group
Florida
$1.97M -$34.3K -1,000 -2%

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.