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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
GWP
2226
Gateway Wealth Partners
Wisconsin
$373K -$13K -379 -4%
WFA
2227
Wellspring Financial Advisors
Ohio
$373K +$30.8K +897 +10%
VST
2228
Van Strum & Towne
California
$373K
MAG
2229
Mayfair Advisory Group
Alabama
$373K +$64.9K +1,890 +24%
OFG
2230
Oxford Financial Group
Indiana
$372K +$50.5K +1,470 +18%
TWM
2231
Triton Wealth Management
Arizona
$372K +$34 +1 +0%
NVCHI
2232
New Vernon Capital Holdings II
New Jersey
$370K +$335K +9,760 New
LIG
2233
Lokken Investment Group
Delaware
$370K
CCG
2234
Chatham Capital Group
Georgia
$370K
RA
2235
Riversedge Advisors
Delaware
$369K -$61.9K -1,802 -16%
TCWA
2236
Turtle Creek Wealth Advisors
Texas
$369K -$81.4K -2,371 -20%
IWM
2237
Integris Wealth Management
California
$369K -$89.4K -2,605 -21%
JHCP
2238
Jackson Hole Capital Partners
Oklahoma
$369K +$206 +6 +0.1%
SP
2239
Sequent Planning
Nebraska
$367K +$332K +9,677 New
CWA
2240
Consilium Wealth Advisory
Texas
$365K
BOPW
2241
Brandywine Oak Private Wealth
Pennsylvania
$364K
TCM
2242
Tradewinds Capital Management
Washington
$364K +$241K +7,019 +272%
SCG
2243
Sonata Capital Group
Washington
$364K
CA
2244
Continuum Advisory
Idaho
$364K -$422K -12,301 -56%
NEPPG
2245
New England Professional Planning Group
Rhode Island
$363K -$3.43K -100 -1%
OBWG
2246
Onyx Bridge Wealth Group
New York
$363K -$3.78K -110 -1%
FAM
2247
Flaharty Asset Management
Florida
$363K -$90.9K -2,649 -22%
GCP
2248
GSA Capital Partners
United Kingdom
$363K +$122K +3,553 +59%
MTWM
2249
Masso Torrence Wealth Management
New Jersey
$362K -$1.75K -51 -0.5%
KA
2250
Klingman & Associates
New York
$359K +$16.2K +473 +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.