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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
ESB
1926
Essex Savings Bank
Connecticut
$591K
PWM
1927
PBMares Wealth Management
Virginia
$588K -$45.1K -1,315 -8%
FWM
1928
Forza Wealth Management
Florida
$587K
GS
1929
GTS Securities
New York
$585K -$4.4M -128,321 -89%
BMMM
1930
Boston Mountain Money Management
Arkansas
$584K +$528K +15,394 New
HNB
1931
Hilltop National Bank
Wyoming
$583K +$528K +15,387 New
SP
1932
Stonebrook Private
Michigan
$583K +$51.8K +1,509 +11%
RIG
1933
RiverFront Investment Group
Virginia
$582K +$312K +9,099 +146%
MW
1934
MBL Wealth
North Carolina
$581K -$33.6K -978 -6%
SMC
1935
Smith, Moore & Co
Missouri
$581K -$192K -5,579 -27%
PP
1936
Patron Partners
Texas
$580K -$38.9K -1,134 -7%
FM
1937
Foster & Motley
Ohio
$579K +$2.4K +70 +0.5%
TPW
1938
Transatlantique Private Wealth
New York
$577K -$35.7K -1,040 -6%
EWA
1939
Encompass Wealth Advisors
Oregon
$577K -$13.3K -388 -2%
RWPA
1940
Richard W. Paul & Associates
Michigan
$576K -$412 -12 -0.1%
SFWA
1941
Summit Financial Wealth Advisors
Louisiana
$576K +$29.5K +860 +6%
GFA
1942
Gifford Fong Associates
California
$574K -$11.8M -342,754 -96%
FWCM
1943
Ferguson Wellman Capital Management
Oregon
$572K +$53.7K +1,565 +12%
ST
1944
Spinnaker Trust
Maine
$572K +$1.75K +51 +0.3%
VWM
1945
Venturi Wealth Management
Texas
$571K +$5.36K +156 +1%
AFG
1946
Altiora Financial Group
Ohio
$569K
UM
1947
Ulysses Management
New York
$569K +$515K +15,000 New
BL
1948
Balentine LLC
Georgia
$568K +$202K +5,870 +64%
CWA
1949
CM Wealth Advisors
Ohio
$568K +$515K +15,000 New
AA
1950
Addison Advisors
Vermont
$565K +$19.3K +563 +4%

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.