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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
SFB
2176
STAR Financial Bank
Indiana
$399K -$17.5K -510 -5%
SAM
2177
Smithbridge Asset Management
Pennsylvania
$398K
FI
2178
Financial Insights
Washington
$397K -$101K -2,952 -22%
LFG
2179
Larson Financial Group
Missouri
$396K +$303K +8,821 +542%
KW
2180
KWB Wealth
California
$395K -$81.9K -2,385 -19%
BWG
2181
Beta Wealth Group
California
$395K +$172 +5 +0%
AT
2182
Arlington Trust
Alabama
$394K -$5.39K -157 -1%
AGA
2183
Arkos Global Advisors
Texas
$393K +$355K +10,352 New
AMCA
2184
Arthur M. Cohen & Associates
Illinois
$393K -$4.43K -129 -1%
RWS
2185
Resolute Wealth Strategies
Mississippi
$393K
LCOV
2186
London Company of Virginia
Virginia
$392K
CM
2187
Cornerstone Management
Georgia
$391K -$6.87K -200 -2%
CPSAC
2188
Chas P. Smith & Associates (CPS)
Florida
$390K -$172K -5,020 -33%
CWS
2189
Cypress Wealth Services
California
$390K -$2.51K -73 -0.7%
CA
2190
Crewe Advisors
Utah
$388K +$351K +10,238 New
RBC
2191
Romano Brothers & Co
Illinois
$388K +$24.4K +712 +7%
CW
2192
Channel Wealth
California
$387K +$15.1K +441 +5%
GC
2193
Garde Capital
Washington
$387K
EP
2194
Eudaimonia Partners
Tennessee
$387K -$9.75K -284 -3%
FC
2195
Financial Council
Maryland
$386K +$206 +6 +0.1%
PFA
2196
Pathway Financial Advisors
Vermont
$385K -$20.6K -600 -6%
RPWA
2197
Regent Peak Wealth Advisors
Georgia
$385K +$5.7K +166 +2%
MPIA
2198
Mountain Pacific Investment Advisers
Idaho
$384K -$5.15K -150 -1%
AWC
2199
Adamsbrown Wealth Consultants
Kansas
$384K -$13.2K -385 -4%
TNA
2200
True North Advisors
Texas
$384K -$12.7K -369 -4%

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.