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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
MSG
2076
Main Street Group
Virginia
$463K +$232K +6,753 +122%
PPP
2077
Private Portfolio Partners
New Jersey
$462K -$41.2K -1,201 -9%
VP
2078
Verum Partners
North Carolina
$462K -$24.8K -723 -6%
MCM
2079
MV Capital Management
Maryland
$462K -$9.2K -268 -2%
AP
2080
Atwood & Palmer
Missouri
$461K -$3.81K -111 -0.9%
OHWP
2081
Oak Harbor Wealth Partners
North Carolina
$460K
SMA
2082
Seven Mile Advisory
New Jersey
$460K +$35.8K +1,044 +9%
SPWM
2083
Schrum Private Wealth Management
Florida
$459K +$9.1K +265 +2%
HBW
2084
Hazlett, Burt & Watson
West Virginia
$458K +$23.1K +673 +6%
VC
2085
Vicus Capital
Pennsylvania
$458K +$55K +1,603 +15%
ES
2086
Eagle Strategies
New York
$457K +$414K +12,065 New
JFGIW
2087
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K -$318K -9,267 -44%
HWM
2088
Hemington Wealth Management
Virginia
$456K -$22.4K -653 -5%
AI
2089
AXS Investments
New York
$454K +$26.7K +777 +7%
MAC
2090
Mason & Associates (California)
California
$454K +$6.87K +200 +2%
AF
2091
Alerus Financial
North Dakota
$453K -$6.8K -198 -2%
D
2092
Diversified
Delaware
$452K -$20K -582 -5%
CIM
2093
Chapman Investment Management
California
$452K -$43.8K -1,275 -10%
LWM
2094
LongView Wealth Management
Georgia
$451K -$3.91K -114 -0.9%
GFG
2095
Goldstone Financial Group
Illinois
$450K +$74.2K +2,161 +22%
LWL
2096
Leo Wealth LLC
Texas
$449K +$38.5K +1,122 +10%
SFG
2097
Summit Financial Group
West Virginia
$448K
VFP
2098
Verus Financial Partners
Virginia
$448K -$7.14K -208 -2%
RWP
2099
Ridgecrest Wealth Partners
California
$447K +$1.03K +30 +0.3%
PP
2100
Pingora Partners
Wyoming
$446K -$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.