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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
WAS
2301
Wealth Advisory Solutions
Indiana
$328K -$161K -4,684 -35%
TT
2302
TI-Trust
Illinois
$328K +$297K +8,646 New
AIP
2303
Almanack Investment Partners
Pennsylvania
$328K +$26.2K +762 +10%
CC
2304
Constitution Capital
Connecticut
$326K -$17.2K -500 -5%
SSA
2305
Sierra Summit Advisors
Nevada
$326K
GWM
2306
GSB Wealth Management
Connecticut
$325K
MA
2307
MBA Advisors
Pennsylvania
$325K -$15.7K -457 -5%
CA
2308
CGN Advisors
Kansas
$325K +$56.1K +1,633 +24%
OPCM
2309
Osborne Partners Capital Management
California
$324K +$89K +2,592 +44%
ZF
2310
Zhang Financial
Michigan
$324K +$240 +7 +0.1%
KIA
2311
KLR Investment Advisors
Rhode Island
$324K +$4.46K +130 +2%
IWP
2312
Invenio Wealth Partners
Florida
$323K -$93K -2,708 -24%
MA
2313
MKT Advisors
California
$322K +$31.5K +917 +12%
HC
2314
Hamilton Capital
Ohio
$321K -$15.6K -454 -5%
FCB
2315
First County Bank
Connecticut
$321K -$4.98K -145 -2%
DJSG
2316
D.J. St. Germain
Massachusetts
$321K -$8.58K -250 -3%
KA
2317
Kozak & Associates
Colorado
$320K +$2.75K +80 +1%
TPWM
2318
Twelve Points Wealth Management
Massachusetts
$320K -$19.4K -564 -6%
EFG
2319
Ethos Financial Group
Pennsylvania
$320K -$3.74K -109 -1%
CST
2320
Charles Schwab Trust
Nevada
$318K -$4.67K -136 -2%
PCM
2321
Penserra Capital Management
California
$317K -$1.08M -31,333 -79%
CBFP
2322
Cedar Brook Financial Partners
Ohio
$316K -$3.91K -114 -1%
WA
2323
Waddell & Associates
Tennessee
$316K -$202K -5,896 -41%
MFGP
2324
Marshall Financial Group (Pennsylvania)
Pennsylvania
$315K +$1.92K +56 +0.7%
QFA
2325
Quantum Financial Advisors
California
$315K -$18.4K -535 -6%

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.