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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
OHIS
2351
Oak Harvest Investment Services
Texas
$305K +$1.03K +30 +0.4%
CAM
2352
Campion Asset Management
Virginia
$305K -$5.49K -160 -2%
OPWM
2353
Oxinas Partners Wealth Management
Indiana
$305K -$23.3K -680 -8%
WWS
2354
Wellington Wealth Strategies
Indiana
$305K +$276K +8,041 New
KWM
2355
Kolinsky Wealth Management
New Jersey
$305K +$5.29K +154 +2%
HIM
2356
Hillsdale Investment Management
Ontario, Canada
$305K -$59.4K -1,730 -18%
MCP
2357
Mirador Capital Partners
California
$305K -$4.81K -140 -2%
UBV
2358
United Bank (Virginia)
Virginia
$304K
SEP
2359
Southland Equity Partners
Missouri
$303K -$103K -3,005 -27%
JWCA
2360
J.W. Coons Advisors
Ohio
$302K
CFO
2361
Collective Family Office
Pennsylvania
$302K +$49.6K +1,445 +22%
LJHT
2362
Laurie J. Hall Trustee
$302K
CCP
2363
Clarity Capital Partners
California
$302K +$10.8K +315 +4%
WFS
2364
Widmann Financial Services
Maryland
$300K -$19.8K -578 -7%
FBT
2365
First Bank & Trust
South Dakota
$300K -$19.4K -564 -7%
BBW
2366
Blue Barn Wealth
Utah
$299K -$64.6K -1,883 -19%
VCP
2367
Vista Capital Partners
Oregon
$299K
CWP
2368
CFM Wealth Partners
Texas
$299K
RCA
2369
Riverview Capital Advisers
Massachusetts
$298K -$172K -5,000 -39%
PK
2370
Pflug Koory
Nebraska
$298K -$7.21K -210 -3%
CFG
2371
Carr Financial Group
Massachusetts
$298K +$584 +17 +0.2%
AWAU
2372
Alliance Wealth Advisors (Utah)
Utah
$296K +$24.8K +721 +10%
SPP
2373
Single Point Partners
Massachusetts
$296K -$17.3K -504 -6%
CBT
2374
CoreFirst Bank & Trust
Kansas
$296K
CA
2375
Centerpoint Advisors
Massachusetts
$295K -$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.