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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
PHS
2251
Pekin Hardy Strauss
Illinois
$359K
RFM
2252
Royal Fund Management
Florida
$358K +$11.5K +334 +4%
CWM
2253
Centurion Wealth Management
Virginia
$358K +$324K +9,444 New
KFSC
2254
Keystone Financial Services (Colorado)
Colorado
$358K +$137 +4 +0%
DWM
2255
Dogwood Wealth Management
Kansas
$357K +$30.5K +888 +10%
ATWA
2256
Arbor Trust Wealth Advisors
Michigan
$357K +$17.2K +500 +5%
EWM
2257
Executive Wealth Management
Michigan
$356K +$9.16K +267 +3%
SP
2258
Successful Portfolios
Florida
$354K +$1.61K +47 +0.5%
FSA
2259
Franklin Street Advisors
North Carolina
$354K
EWS
2260
Eagle Wealth Strategies
New Jersey
$354K -$5.8K -169 -2%
OWA
2261
One Wealth Advisors
California
$354K +$1.72K +50 +0.5%
AC
2262
Apella Capital
Connecticut
$352K +$3.36K +98 +1%
CFG
2263
Cooper Financial Group
California
$352K +$70K +2,038 +28%
BP
2264
BBR Partners
New York
$352K -$19.4K -565 -6%
SWMP
2265
Signature Wealth Management Partners
New Jersey
$352K -$20.6K -600 -6%
MHR
2266
Matthew Hamilton Rosenberg
$351K +$3.91K +114 +1%
VCM
2267
Vivaldi Capital Management
Illinois
$350K -$30.3K -882 -9%
BWA
2268
Blodgett Wealth Advisors
California
$350K +$36.5K +1,064 +13%
CAC
2269
Certified Advisory Corp
Florida
$349K +$69 +2 +0%
FSA
2270
Financial Security Advisor
Virginia
$348K -$2.09K -61 -0.7%
WRPWM
2271
Werba Rubin Papier Wealth Management
California
$347K +$314K +9,153 New
TA
2272
Townsend & Associates
Colorado
$346K
KIA
2273
Kraematon Investment Advisors
Massachusetts
$346K -$39.3K -1,146 -11%
BST
2274
Bath Savings Trust
Maine
$346K -$5.42K -158 -2%
SIA
2275
Sage Investment Advisers
New York
$346K -$3.5K -102 -1%

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.