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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
BWA
2051
BlueChip Wealth Advisors
Georgia
$480K -$295K -8,608 -40%
FPCP
2052
Fort Point Capital Partners
California
$479K +$69 +2 +0%
KFA
2053
Kapstone Financial Advisors
Ohio
$479K
SWA
2054
SFMG Wealth Advisors
Texas
$477K -$45.3K -1,320 -9%
ACM
2055
Arcataur Capital Management
Wisconsin
$477K
TCOT
2056
Trust Company of Toledo
Ohio
$477K +$6.97K +203 +2%
PSF
2057
Pacific Sun Financial
California
$476K +$431K +12,565 New
CIM
2058
CIM Investment Management
Pennsylvania
$476K
OA
2059
Oxbow Advisors
Texas
$476K -$6.63K -193 -2%
OWA
2060
Opal Wealth Advisors
New York
$475K +$62.8K +1,829 +17%
TFCP
2061
Twin Focus Capital Partners
Massachusetts
$475K
SCM
2062
Sollinda Capital Management
Florida
$475K -$16.8K -489 -4%
V
2063
VeraBank
Texas
$474K -$1.92K -56 -0.4%
CWM
2064
Cahaba Wealth Management
Georgia
$473K +$23K +669 +6%
ORC
2065
O'Rourke & Company
Massachusetts
$473K +$16.3K +476 +4%
IF
2066
Integrity Financial
Wyoming
$472K -$4.63K -135 -1%
KJHP
2067
K.J. Harrison & Partners
Ontario, Canada
$472K +$16.5K +480 +4%
SW
2068
SlateStone Wealth
Florida
$471K +$17.3K +505 +4%
FAT
2069
First American Trust
California
$471K +$426K +12,408 New
CG
2070
Clarus Group
Texas
$470K -$9.54K -278 -2%
SLA
2071
Silver Lake Advisory
Utah
$467K +$2.95K +86 +0.7%
KWM
2072
Keebeck Wealth Management
Illinois
$467K -$3.36K -98 -0.8%
TF
2073
Trek Financial
Arizona
$466K +$9.96K +290 +2%
AWM
2074
Aberdeen Wealth Management
Illinois
$465K
C
2075
CEDRUS
Colorado
$464K +$60.5K +1,762 +17%

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.