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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
NAMNJ
2451
NorthStar Asset Management (New Jersey)
New Jersey
$270K -$103 -3 -0%
MAA
2452
Matrix Asset Advisors
New York
$270K -$9.96K -290 -4%
AIA
2453
Acute Investment Advisory
Arizona
$269K -$36.8K -1,071 -13%
GCA
2454
Genesee Capital Advisors
New York
$269K +$1.34K +39 +0.6%
GGS
2455
Galvin Gaustad & Stein
Arizona
$269K -$172 -5 -0.1%
FAG
2456
Financial Architects (Georgia)
Georgia
$269K +$244K +7,100 New
MPCL
2457
My Personal CFO LLC
Washington
$269K +$1.68K +49 +0.7%
MFA
2458
Morling Financial Advisors
California
$269K -$18K -524 -7%
PCM
2459
Pennsylvania Capital Management
Pennsylvania
$266K -$26K -758 -10%
PAG
2460
Paladin Advisory Group
Iowa
$266K -$51.8K -1,510 -18%
JWM
2461
Janiczek Wealth Management
Colorado
$266K +$4.6K +134 +2%
ACA
2462
Ackerman Capital Advisors
Texas
$266K +$241K +7,011 New
WCWM
2463
Willow Creek Wealth Management
California
$266K -$38.2K -1,114 -14%
TWM
2464
TriaGen Wealth Management
California
$265K
LJCM
2465
Lee Johnson Capital Management
Texas
$265K
LC
2466
Lincoln Capital
Nebraska
$264K
EIP
2467
Ellis Investment Partners
Pennsylvania
$264K +$3.43K +100 +1%
SCM
2468
Sterneck Capital Management
Missouri
$264K +$103 +3 +0%
MHWM
2469
Montz Harcus Wealth Management
Louisiana
$264K +$7.69K +224 +3%
ACA
2470
Affinity Capital Advisors
California
$262K -$21.6K -629 -8%
IAP
2471
Indie Asset Partners
Indiana
$262K +$4.53K +132 +2%
EAM
2472
Empirical Asset Management
Massachusetts
$262K +$135K +3,926 +58%
I
2473
INVST
Indiana
$262K +$2.88K +84 +1%
MA
2474
Mezzasalma Advisors
New Jersey
$262K +$237K +6,902 New
HA
2475
HFG Advisors
Ohio
$261K -$42.4K -1,234 -15%

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.