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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
FDCC
2551
Foster Dykema Cabot & Co
Massachusetts
$31K +$36K +1,000 New
ST
2552
Sageworth Trust
Pennsylvania
$30K
AWM
2553
Activest Wealth Management
Florida
$30K +$864 +24 +3%
BIA
2554
Bell Investment Advisors
California
$30K +$34.6K +962 New
MUMSS
2555
Mitsubishi UFJ Morgan Stanley Securities
Japan
$29K
CWAF
2556
Core Wealth Advisors (Florida)
Florida
$29K +$36 +1 +0.1%
TC
2557
Truvestments Capital
Florida
$29K +$33.2K +922 New
FCMT
2558
Founders Capital Management (Texas)
Texas
$28K -$6.77K -188 -17%
SC
2559
Siena Capital
Ohio
$28K
APW
2560
Axim Planning & Wealth
Ohio
$28K +$32.3K +898 New
BPC
2561
Banque Pictet & Cie
Switzerland
$27.6K +$222K +6,154 +0.7%
PCH
2562
Polar Capital Holdings
United Kingdom
$27.5K +$7.33M +203,560 +30%
LWA
2563
Lowe Wealth Advisors
Maryland
$27K
RG
2564
Richelieu Gestion
France
$27K +$31.7K +880 New
MG
2565
MilWealth Group
Wisconsin
$26.7K
GKIM
2566
GW&K Investment Management
Massachusetts
$25K +$13.4K +373 +84%
CPA
2567
Cowen Prime Advisors
New York
$24K
RTL
2568
Red Tortoise LLC
Georgia
$24K +$2.02K +56 +8%
CMANY
2569
Capital Management Associates (New York)
New York
$23K
CFN
2570
Cordasco Financial Network
Florida
$23K
OLVIG
2571
Oliver Lagore Vanvalin Investment Group
Michigan
$23K +$3.1K +86 +13%
CB
2572
CNB Bank
Pennsylvania
$22K
BHWM
2573
Beaird Harris Wealth Management
Texas
$22K +$7.63K +212 +42%
AIA
2574
Arcadia Investment Advisors
Idaho
$21.8K
BRWM
2575
B. Riley Wealth Management
Tennessee
$21K +$206K +5,729 +13%

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.