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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
AC
2001
Addison Capital
Pennsylvania
$525K -$35.5K -1,035 -7%
TIA
2002
Tiemann Investment Advisors
California
$525K -$6.87K -200 -1%
FMN
2003
Financial Management Network
California
$524K -$14.5K -423 -3%
RCM
2004
Raleigh Capital Management
North Carolina
$523K -$36.4K -1,059 -7%
EWS
2005
Evergreen Wealth Solutions
Pennsylvania
$523K -$7.79K -227 -2%
FFA
2006
First Foundation Advisors
California
$522K +$118K +3,431 +33%
NJBEST
2007
New Jersey Better Educational Savings Trust
New Jersey
$522K
CIC
2008
Crawford Investment Counsel
Georgia
$521K +$20.7K +603 +5%
RP
2009
Rice Partnership
Hawaii
$521K +$31K +903 +7%
HAS
2010
HBW Advisory Services
California
$520K
HA
2011
Hanover Advisors
South Carolina
$518K -$8.69K -253 -2%
LNB
2012
Ledyard National Bank
$518K -$59.8K -1,741 -11%
AF
2013
Apexium Financial
Texas
$516K +$9.2K +268 +2%
MAM
2014
Montchanin Asset Management
Delaware
$516K +$467K +13,600 New
CT
2015
Colonial Trust
South Carolina
$515K -$4.39K -128 -0.9%
AIC
2016
Archer Investment Corporation
Indiana
$515K -$102K -2,971 -18%
MAG
2017
M3 Advisory Group
Massachusetts
$514K -$36.3K -1,056 -7%
GWM
2018
Gibbs Wealth Management
Georgia
$513K +$465K +13,532 New
WP
2019
WealthShield Partners
North Carolina
$511K -$60.1K -1,751 -12%
FA
2020
Fiducient Advisors
Illinois
$507K +$584 +17 +0.1%
WCM
2021
Weik Capital Management
Pennsylvania
$506K -$15.4K -450 -3%
BT
2022
Brandywine Trust
Delaware
$505K
OIA
2023
Optimum Investment Advisors
Illinois
$505K -$84.9K -2,472 -16%
Aristotle Capital Management
2024
Aristotle Capital Management
California
$504K
DLCIG
2025
D.L. Carlson Investment Group
New Hampshire
$504K -$13.7K -400 -3%

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.