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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
APM
1976
Advanced Portfolio Management
New York
$540K -$2.09M -60,750 -81%
WAG
1977
Wallace Advisory Group
California
$539K +$157K +4,566 +40%
SPIS
1978
Steward Partners Investment Solutions
Oregon
$538K +$168K +4,899 +53%
EFH
1979
Eaton Financial Holdings
Florida
$538K -$120K -3,484 -20%
DWM
1980
Defined Wealth Management
Oregon
$538K +$14.3K +418 +3%
HI
1981
Hudock Inc
Pennsylvania
$538K +$6.28K +183 +1%
ALC
1982
Alexander Labrunerie & Co
Missouri
$537K +$486K +14,152 New
CC
1983
Chicago Capital
Illinois
$534K -$42.1K -1,226 -8%
BAG
1984
Bridgewealth Advisory Group
California
$534K -$55.5K -1,616 -10%
SC
1985
Sawyer & Company
Massachusetts
$534K
RHAM
1986
Round Hill Asset Management
California
$534K +$10.2K +297 +2%
WA
1987
WESPAC Advisors
California
$533K
CG
1988
CFO4Life Group
Texas
$533K +$76K +2,215 +19%
DCM
1989
Driehaus Capital Management
Illinois
$532K +$482K +14,029 New
AFP
1990
Ausdal Financial Partners
Iowa
$532K -$52.4K -1,526 -10%
LSA
1991
Lion Street Advisors
Texas
$531K
LF
1992
Lantz Financial
Illinois
$531K +$3.16K +92 +0.7%
FMP
1993
Financial Management Professionals
Texas
$531K +$101K +2,939 +27%
SLG
1994
Stanley-Laman Group
Pennsylvania
$531K
GSIAS
1995
Garden State Investment Advisory Services
New Jersey
$530K +$4.26K +124 +0.9%
RCA
1996
Resonant Capital Advisors
Wisconsin
$530K +$139K +4,051 +41%
AIA
1997
Arbor Investment Advisors
North Carolina
$530K
FTIS
1998
First Trust Investment Solutions
Florida
$529K +$22.8K +664 +5%
CSPAM
1999
Cary Street Partners Asset Management
Virginia
$529K -$12.6K -368 -3%
VH
2000
Visionary Horizons
Tennessee
$527K +$5.9K +172 +1%

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.