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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
CAI
1226
Capital Advisors Inc
Oklahoma
$1.85M -$714K -20,795 -30%
PA
1227
Probity Advisors
Texas
$1.85M +$42.3K +1,231 +3%
MA
1228
MCF Advisors
Kentucky
$1.84M +$424K +12,351 +34%
NAM
1229
NTV Asset Management
West Virginia
$1.84M -$20.8K -606 -1%
MMM
1230
Mendel Money Management
Illinois
$1.84M -$225K -6,564 -12%
RFA
1231
Register Financial Advisors
Georgia
$1.84M -$31.3K -912 -2%
NL
1232
NVWM LLC
Pennsylvania
$1.84M -$5.29K -154 -0.3%
SLFPAM
1233
St. Louis Financial Planners Asset Management
Missouri
$1.84M -$494K -14,381 -23%
CAMV
1234
Concord Asset Management (Virginia)
Virginia
$1.84M +$288K +8,391 +21%
EM
1235
Excalibur Management
Massachusetts
$1.82M +$16.8K +490 +1%
AA
1236
Altman Advisors
Illinois
$1.82M +$605K +17,635 +57%
GI
1237
GS Investments
Minnesota
$1.82M +$9.61K +280 +0.6%
GWCM
1238
Godshalk Welsh Capital Management
Pennsylvania
$1.82M
TYCC
1239
Texas Yale Capital Corp
Florida
$1.82M -$2.22M -64,527 -57%
FWM
1240
Finer Wealth Management
Massachusetts
$1.82M -$533K -15,530 -24%
AI
1241
Arvest Investments
Arkansas
$1.81M -$6.14K -179 -0.4%
CL
1242
COWA LLC
Oklahoma
$1.81M +$57.6K +1,677 +4%
GIA
1243
Gladstone Institutional Advisory
Florida
$1.8M -$338K -9,837 -17%
MHS
1244
M Holdings Securities
Oregon
$1.79M -$464K -13,527 -22%
PVM
1245
Palogic Value Management
Texas
$1.79M +$33.6K +978 +2%
AB
1246
Atlas Brown
Kentucky
$1.79M +$17.9K +522 +1%
IAMOG
1247
Investors Asset Management of Georgia
Georgia
$1.79M -$197K -5,730 -11%
WSCM
1248
Wellington Shields Capital Management
New York
$1.78M -$55.4K -1,615 -3%
GWANC
1249
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.78M +$1.03K +30 +0.1%
GA
1250
Greytown Advisors
Florida
$1.78M +$103 +3 +0%

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.