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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
CWM
2276
Cherrydale Wealth Management
New Jersey
$346K +$24.4K +710 +8%
LWM
2277
Lakeridge Wealth Management
Ohio
$345K -$280K -8,160 -47%
GFG
2278
Greystone Financial Group
Michigan
$345K -$23.9K -696 -7%
HCA
2279
Hyperion Capital Advisors
New York
$344K
NG
2280
Northstar Group
New York
$344K -$39.5K -1,150 -11%
FPWM
2281
FSB Premier Wealth Management
Iowa
$343K +$57.8K +1,685 +23%
CCA
2282
Cottonwood Capital Advisors
Utah
$342K -$24.9K -726 -7%
PA
2283
PSI Advisors
Florida
$342K +$309 +9 +0.1%
SFS
2284
Summit Financial Strategies
Ohio
$341K +$7.11K +207 +2%
FG
2285
Foster Group
Iowa
$340K +$50K +1,457 +19%
OPPS
2286
Obsidian Personal Planning Solutions
Maryland
$339K -$93.6K -2,728 -23%
EWM
2287
Evermay Wealth Management
Virginia
$339K -$2.33K -68 -0.8%
PPC
2288
Park Place Capital
Alabama
$338K +$8.93K +260 +3%
AFP
2289
Alpha Financial Partners
Kentucky
$337K +$1.2K +35 +0.4%
PAG
2290
Powers Advisory Group
Illinois
$337K +$71K +2,069 +30%
RC
2291
Rovin Capital
Arizona
$337K -$12.1K -353 -4%
M
2292
MOTCO
Texas
$336K +$187K +5,447 +159%
BWA
2293
Burt Wealth Advisors
Maryland
$335K +$49K +1,426 +19%
DWA
2294
Douglass Winthrop Advisors
New York
$331K +$68.7K +2,000 +30%
WW
2295
Westshore Wealth
California
$331K -$1.82K -53 -0.6%
ICP
2296
Interchange Capital Partners
Pennsylvania
$330K +$515 +15 +0.2%
FAFN
2297
First Affirmative Financial Network
Colorado
$330K -$4.33K -126 -1%
DA
2298
Dover Advisors
Virginia
$330K +$298K +8,695 New
MGWM
2299
Marks Group Wealth Management
Minnesota
$330K
CHA
2300
Cooper/Haims Advisors
New York
$329K -$1.13K -33 -0.4%

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.