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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
BCM
2026
BluePath Capital Management
Georgia
$503K +$69.5K +2,025 +18%
MAWCM
2027
Mine & Arao Wealth Creation & Management
California
$502K -$5.15K -150 -1%
GIA
2028
Guyasuta Investment Advisors
Pennsylvania
$500K
SIA
2029
SkyView Investment Advisors
New Jersey
$500K +$452K +13,174 New
Q
2030
QVR
California
$500K +$453K +13,184 New
WP
2031
WMS Partners
Maryland
$496K +$76.7K +2,233 +21%
NCTC
2032
New Covenant Trust Company
Indiana
$495K +$448K +13,059 New
TCMP
2033
Thrive Capital Management (Pennsylvania)
Pennsylvania
$495K -$37.8K -1,102 -8%
GAM
2034
Gemmer Asset Management
California
$495K -$34.7K -1,011 -7%
BFG
2035
Berger Financial Group
Minnesota
$495K +$22.5K +656 +5%
RWA
2036
Redhawk Wealth Advisors
Minnesota
$494K -$26.1K -760 -6%
RIM
2037
Rockbridge Investment Management
New York
$494K
UFF
2038
USA Financial Formulas
Michigan
$492K +$442K +12,888 +16,523%
GPA
2039
Guidance Point Advisors
Massachusetts
$491K -$2.71K -79 -0.6%
RWP
2040
Revolve Wealth Partners
New Jersey
$489K +$2.47K +72 +0.6%
FNBOO
2041
First National Bank of Omaha
Nebraska
$488K -$359K -10,450 -47%
WIP
2042
WealthCare Investment Partners
Rhode Island
$486K -$74K -2,155 -14%
CIA
2043
Cape Investment Advisory
Georgia
$485K -$8.24K -240 -2%
EA
2044
Ergawealth Advisors
Illinois
$485K
TWM
2045
Tradition Wealth Management
Minnesota
$485K +$6.73K +196 +2%
SWRP
2046
Summit Wealth & Retirement Planning
California
$484K +$438K +12,770 New
AFG
2047
Albion Financial Group
Utah
$484K
SL
2048
Salomon & Ludwin
Virginia
$483K -$14.1K -410 -3%
RCG
2049
Regatta Capital Group
California
$482K +$14.6K +426 +3%
BRG
2050
Bay Rivers Group
Virginia
$481K +$20.6K +600 +5%

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.