We are live on ! Find out more
BAC icon

Bank of America

2,946 hedge funds and large institutions have $224B invested in Bank of America in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 1,161 increasing their positions, 1,252 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 132

5% more capital invested

Capital invested by funds: $214B → $224B (+$10.8B)

1% more funds holding in top 10

Funds holding in top 10: 108109 (+1)

1% more funds holding

Funds holding: 2,9192,946 (+27)

0.54% more ownership

Funds ownership: 71.6%72.13% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 1,252

25% less call options, than puts

Call options by funds: $4.56B | Put options by funds: $6.11B

Holders
2,946
Holders Change
+27
Holders Change %
+0.92%
% of All Funds
42.54%
Holding in Top 10
109
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.57%
New
198
Increased
1,161
Reduced
1,252
Closed
132
Calls
$4.56B
Puts
$6.11B
Net Calls
-$1.55B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$41.1B
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.5B -$108M -2,827,674 -0.4%
BlackRock
3
BlackRock
New York
$18.8B -$558M -14,549,893 -3%
State Street
4
State Street
Massachusetts
$11.4B -$181M -4,713,981 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.96B +$321M +8,367,924 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$5.88B +$39.1M +1,020,393 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.5B +$58.6M +1,529,903 +1%
Norges Bank
8
Norges Bank
Norway
$4.89B +$82.4M +2,149,013 +2%
Morgan Stanley
9
Morgan Stanley
New York
$4.34B +$2.59M +67,642 +0.1%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.5B -$214M -5,581,427 -6%
Franklin Resources
11
Franklin Resources
California
$2.83B -$148M -3,863,866 -5%
Capital World Investors
12
Capital World Investors
California
$2.74B +$1.09B +28,545,022 +71%
Northern Trust
13
Northern Trust
Illinois
$2.42B -$12.1M -316,120 -0.5%
Dodge & Cox
14
Dodge & Cox
California
$2.41B -$394M -10,273,207 -14%
Ameriprise
15
Ameriprise
Minnesota
$2.14B -$53.5M -1,395,589 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.01B -$92.2M -2,405,994 -5%
Invesco
17
Invesco
Georgia
$1.82B -$72.1M -1,881,199 -4%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.74B -$38.5M -1,003,689 -2%
Fisher Asset Management
19
Fisher Asset Management
Washington
$1.73B +$136M +3,552,496 +9%
Charles Schwab
20
Charles Schwab
California
$1.7B +$3.97M +103,494 +0.2%
Harris Associates
21
Harris Associates
Illinois
$1.63B -$325M -8,490,734 -17%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$1.61B +$790M +20,626,628 +103%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.54B +$61.3M +1,600,449 +4%
UBS AM
24
UBS AM
Illinois
$1.43B +$284M +7,405,480 +26%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.38B -$10.5M -274,722 -0.8%

BAC Hedge Fund Activity: Q2 2024 in Review

2,946 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2024, worth a combined $224B — up 5% from $214B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new BAC positions and 132 closed out — a net gain of 66 holders — while 1,161 added to existing stakes and 1,252 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.09B. The largest seller was Parnassus Investments, cutting an estimated $772M.

  • 2,946 institutional investors held Bank of America (BAC) as of Q2 2024, up from 2,919 in Q1 2024.
  • Funds reported $224B of Bank of America stock for Q2 2024, up 5% quarter-over-quarter.
  • 198 funds opened new Bank of America positions in Q2 2024 and 132 closed out, a net change of +66 holders.
  • The largest Bank of America buyer in Q2 2024 was Capital World Investors, an estimated $1.09B added.
  • The largest Bank of America seller in Q2 2024 was Parnassus Investments, an estimated $772M sold.

Based on aggregated 13F filings for Q2 2024.