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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$39.2B
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.4B +$1.24B +36,124,363 +6%
BlackRock
3
BlackRock
New York
$18.5B -$136M -3,964,636 -0.8%
State Street
4
State Street
Massachusetts
$11.1B +$60.5M +1,763,715 +0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.28B +$150M +4,377,915 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$5.57B -$74.3M -2,164,821 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.18B +$156M +4,547,434 +3%
Norges Bank
8
Norges Bank
Norway
$4.58B +$338M +9,853,994 +9%
Morgan Stanley
9
Morgan Stanley
New York
$4.14B -$3.87B -112,692,661 -51%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.55B -$358M -10,435,607 -10%
Franklin Resources
11
Franklin Resources
California
$2.85B +$1.15B +33,411,669 +80%
Dodge & Cox
12
Dodge & Cox
California
$2.69B +$156M +4,546,525 +7%
Northern Trust
13
Northern Trust
Illinois
$2.32B -$108M -3,145,541 -5%
Ameriprise
14
Ameriprise
Minnesota
$2.09B +$36.4M +1,059,108 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2B -$83.3M -2,426,996 -4%
Harris Associates
16
Harris Associates
Illinois
$1.88B -$171M -4,987,548 -9%
Invesco
17
Invesco
Georgia
$1.8B +$1.84M +53,487 +0.1%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.7B -$17.4M -508,079 -1%
Parnassus Investments
19
Parnassus Investments
California
$1.64B +$96.7M +2,815,675 +7%
Charles Schwab
20
Charles Schwab
California
$1.62B +$30.5M +889,772 +2%
Capital World Investors
21
Capital World Investors
California
$1.53B +$5.67M +165,070 +0.4%
Fisher Asset Management
22
Fisher Asset Management
Washington
$1.51B +$78.2M +2,278,054 +6%
DZ Bank
23
DZ Bank
Germany
$1.47B +$54.6M +1,589,701 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.4B -$43.1M -1,254,329 -3%
Goldman Sachs
25
Goldman Sachs
New York
$1.39B -$62.6M -1,823,324 -5%

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.