BAC icon

Bank of America
BAC

Overview Fund Activity

2,775 hedge funds and large institutions have $274B invested in Bank of America in 2022 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,262 increasing their positions, 1,014 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,775
Holders Change
+7
Holders Change %
+0.25%
% of All Funds
43.92%
Holding in Top 10
147
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.7%
% of All Funds
2.33%
New
183
Increased
1,262
Reduced
1,014
Closed
142
Calls
$4.89B
Puts
$6.16B
Net Calls
-$1.27B
Net Calls Change
+$2.57B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$730M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$467M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$395M
4
Deutsche Bank
Deutsche Bank
Germany
+$374M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$249M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.33B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.15B
3
Dodge & Cox
Dodge & Cox
California
-$1.07B
4
Morgan Stanley
Morgan Stanley
New York
-$756M
5
Capital International Investors
Capital International Investors
California
-$568M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
2476
Tarbox Family Office
California
$242K -$630K -15,302 -72%
BMWM
2477
Brown Miller Wealth Management
Virginia
$242K +$41 +1 +0%
DU
2478
Delphia (USA)
Ontario, Canada
$242K +$8.89K +216 +4%
LB
2479
Leo Brokerage
Texas
$242K +$242K +5,872 New
CFG
2480
Cooper Financial Group
California
$241K +$39.8K +965 +20%
W
2481
WealthOne
New York
$240K +$28.2K +686 +13%
PCM
2482
Passive Capital Management
Maryland
$239K – – –
HKIM
2483
Hayek Kallen Investment Management
Alabama
$239K +$23.7K +575 +11%
WCFA
2484
Walkner Condon Financial Advisors
Wisconsin
$239K +$239K +5,753 New
JF
2485
Jump Financial
Illinois
$239K +$239K +5,800 New
VBWMG
2486
Von Berge Wealth Management Group
California
$238K +$3.72K +99 +2%
FP
2487
Financial Perspectives
Minnesota
$238K +$75K +1,819 +46%
WWM
2488
Wolff Wiese Magana
California
$237K -$56K -1,354 -19%
RFG
2489
Range Financial Group
Oregon
$237K -$16.6K -403 -7%
BEI
2490
Benjamin Edwards Inc
Missouri
$237K +$117K +2,837 +97%
JCA
2491
January Capital Advisors
California
$236K -$1.84K -59 -0.8%
TCBWMS
2492
Texas Capital Bank Wealth Management Services
Texas
$234K -$114K -2,762 -33%
GAM
2493
Gould Asset Management
California
$234K – – –
AWA
2494
AmeriServ Wealth Advisors
Pennsylvania
$234K – – –
NWM
2495
Northwest Wealth Management
Iowa
$234K +$11K +266 +5%
PA
2496
Perennial Advisors
New York
$234K +$234K +5,673 New
SDWMA
2497
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K – – –
CWM
2498
Cherrydale Wealth Management
New Jersey
$232K -$30.9K -753 -12%
CC
2499
Callan Capital
California
$231K -$106K -2,567 -31%
WH
2500
Willner & Heller
California
$231K -$9.2K -207 -4%
98 99
100
101 102