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Bank of America

2,641 hedge funds and large institutions have $173B invested in Bank of America in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 1,267 increasing their positions, 933 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 1,267 | Existing positions reduced: 933

0.44% less ownership

Funds ownership: 69.71%69.27% (-0.44%)

5% less funds holding

Funds holding: 2,7902,641 (-149)

13% less funds holding in top 10

Funds holding in top 10: 149129 (-20)

33% less call options, than puts

Call options by funds: $3.73B | Put options by funds: $5.55B

37% less capital invested

Capital invested by funds: $274B → $173B (-$101B)

47% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 238

Holders
2,641
Holders Change
-149
Holders Change %
-5.34%
% of All Funds
44.49%
Holding in Top 10
129
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.42%
% of All Funds
2.17%
New
125
Increased
1,267
Reduced
933
Closed
238
Calls
$3.73B
Puts
$5.55B
Net Calls
-$1.82B
Net Calls Change
-$556M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
2526
Ahrens Investment Partners
Louisiana
$42K
ACM
2527
AUA Capital Management
Pennsylvania
$42K
PO
2528
Private Ocean
California
$41K
NC
2529
NewSquare Capital
Pennsylvania
$41K +$14.4K +400 +44%
VLKIM
2530
Van Lanschot Kempen Investment Management
Netherlands
$39K
TLCM
2531
Twin Lakes Capital Management
California
$39K +$216 +6 +0.5%
OPW
2532
Oxler Private Wealth
New York
$38.5K +$44.5K +1,236 New
SA
2533
SRH Advisors
Kansas
$38K -$10.8K -300 -20%
IFAM
2534
Institutional & Family Asset Management
Colorado
$38K -$10.4K -289 -19%
TIM
2535
Tortoise Investment Management
New York
$38K
DWA
2536
Delos Wealth Advisors
Texas
$38K +$36 +1 +0.1%
PP
2537
PrairieView Partners
Minnesota
$38K +$18K +500 +69%
MGIM
2538
M&G Investment Management
United Kingdom
$36.1K -$15.3K -425 -0%
CAL
2539
Capital Advisors Ltd
Ohio
$35K -$4.03K -112 -9%
MS
2540
Marshall & Sullivan
Washington
$35K +$40.8K +1,133 New
CWM
2541
Castle Wealth Management
Florida
$35K +$41K +1,140 New
TCWM
2542
Total Clarity Wealth Management
Illinois
$34K +$39.6K +1,100 New
ETC
2543
Exchange Traded Concepts
Oklahoma
$33K -$2.61M -72,507 -99%
CTB
2544
Country Trust Bank
Illinois
$32K
TWP
2545
TFO Wealth Partners
Ohio
$31K -$21.9K -609 -38%
LFA
2546
Level Financial Advisors
New York
$31K
PCC
2547
Park Circle Company
Maryland
$31K
HS
2548
Horan Securities
United States
$31K +$144 +4 +0.4%
LF
2549
Lee Financial
Texas
$31K +$10.6K +294 +42%
MFT
2550
Moisand Fitzgerald Tamayo
Florida
$31K +$23.3K +648 +180%

BAC Hedge Fund Activity: Q2 2022 in Review

2,641 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2022, worth a combined $173B — down 37% from $274B a quarter earlier.

Sellers outnumbered buyers: 238 funds closed out of BAC and 125 opened new positions — a net loss of 113 holders — while 933 trimmed existing stakes and 1,267 added.

The largest buyer was Morgan Stanley, adding an estimated $982M. The largest seller was Wellington Management Group, cutting an estimated $2.36B.

  • 2,641 institutional investors held Bank of America (BAC) as of Q2 2022, down from 2,790 in Q1 2022.
  • Funds reported $173B of Bank of America stock for Q2 2022, down 37% quarter-over-quarter.
  • 125 funds opened new Bank of America positions in Q2 2022 and 238 closed out, a net change of -113 holders.
  • The largest Bank of America buyer in Q2 2022 was Morgan Stanley, an estimated $982M added.
  • The largest Bank of America seller in Q2 2022 was Wellington Management Group, an estimated $2.36B sold.

Based on aggregated 13F filings for Q2 2022.