We are live on ! Find out more
BAC icon

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
SAM
2326
Strategy Asset Managers
California
$315K +$172 +5 +0.1%
EWM
2327
EPG Wealth Management
Georgia
$315K +$9.13K +266 +3%
NPFS
2328
Novak & Powell Financial Services
Florida
$314K +$343 +10 +0.1%
NQWM
2329
Northwest Quadrant Wealth Management
Oregon
$314K +$721 +21 +0.3%
CWM
2330
Centric Wealth Management
Illinois
$313K +$1.24K +36 +0.4%
NPT
2331
National Philanthropic Trust
Pennsylvania
$313K -$240K -6,985 -46%
FP
2332
Financial Perspectives
Minnesota
$313K -$6.97K -203 -2%
CMANY
2333
Capital Management Associates (New York)
New York
$312K -$5.56K -162 -2%
KWMG
2334
King Wealth Management Group
Florida
$312K -$71.6K -2,086 -20%
RCI
2335
RS Crum Inc
California
$312K -$13.7K -400 -5%
WIM
2336
Warwick Investment Management
Texas
$312K +$282K +8,219 New
CA
2337
Corrado Advisors
New Jersey
$311K +$282K +8,211 New
SMH
2338
Sanders Morris Harris
Texas
$311K +$282K +8,203 New
JC
2339
Jacobs & Co
California
$311K -$48.7K -1,420 -15%
BWM
2340
BCS Wealth Management
Tennessee
$311K
GHA
2341
GW Henssler & Associates
Georgia
$310K -$11.3K -329 -4%
ONSWM
2342
Old North State Wealth Management
North Carolina
$309K +$14K +409 +5%
SSWM
2343
Strait & Sound Wealth Management
California
$308K +$18K +525 +7%
FBC
2344
Fairfield, Bush & Co
Connecticut
$307K
TA
2345
TrueWealth Advisors
Alabama
$307K -$35.8K -1,044 -11%
LWM
2346
Laidlaw Wealth Management
New York
$306K -$281K -8,187 -50%
CIG
2347
Cascade Investment Group
Colorado
$306K -$34 -1 -0%
FA
2348
Financial Advisors
Massachusetts
$306K
MCCA
2349
Mill Creek Capital Advisors
Pennsylvania
$305K -$92.1K -2,682 -25%
BAM
2350
Bellevue Asset Management
Washington
$305K -$721 -21 -0.3%

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.