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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
CFP
2201
Cascade Financial Partners
California
$384K +$368K +10,720 New
SAA
2202
Southeast Asset Advisors
Georgia
$383K +$137 +4 +0%
BGAI
2203
Bruce G. Allen Investments
Colorado
$383K -$6.66K -194 -2%
PFWA
2204
Paces Ferry Wealth Advisors
Georgia
$382K -$20.5K -596 -6%
AT
2205
American Trust
Kentucky
$381K +$96K +2,798 +39%
ARC
2206
Advisor Resource Council
Texas
$381K -$362K -10,536 -48%
MCM
2207
Morton Capital Management
California
$381K -$20.3K -591 -6%
HWA
2208
Heartwood Wealth Advisors
Virginia
$380K
VNA
2209
Valley National Advisers
Pennsylvania
$380K +$5.73K +167 +2%
SAM
2210
Secure Asset Management
Michigan
$380K +$344K +10,013 New
DIM
2211
Delta Investment Management
California
$379K +$1.48K +43 +0.4%
SBF
2212
Sara-Bay Financial
Florida
$379K
RWI
2213
Red Wave Investments
Pennsylvania
$379K -$34 -1 -0%
BAM
2214
Byrne Asset Management
New Jersey
$379K -$6.87K -200 -2%
FRM
2215
Fox Run Management
Connecticut
$378K +$342K +9,957 New
NFG
2216
Nadler Financial Group
Illinois
$377K -$20.9K -610 -6%
G
2217
GenTrust
Florida
$377K +$34.3K +1,000 +11%
AWMG
2218
Alliance Wealth Management Group
New Jersey
$377K
HFS
2219
Heritage Financial Services
Massachusetts
$376K +$25K +729 +8%
DIP
2220
DT Investment Partners
Pennsylvania
$376K +$40K +1,165 +13%
TCB
2221
Texas Capital Bancshares
Texas
$376K -$1.2K -35 -0.4%
WFA
2222
Websterrogers Financial Advisors
South Carolina
$376K +$6.87K +200 +2%
WAM
2223
Walker Asset Management
Missouri
$374K +$1.24K +36 +0.4%
ACM
2224
Allred Capital Management
Texas
$374K -$7.38K -215 -2%
CPRC
2225
Consolidated Portfolio Review Corp
New York
$374K -$209K -6,101 -38%

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.