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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
HCM
2576
Horrell Capital Management
Arkansas
$21K
LS
2577
Leelyn Smith
Illinois
$21K +$24.3K +675 New
SPWG
2578
Sage Private Wealth Group
Illinois
$20K
BWS
2579
BCR Wealth Strategies
Alabama
$19K
BSWA
2580
Bromfield Sneider Wealth Advisors
Massachusetts
$19K
PCTC
2581
Perkins Coie Trust Company
Washington
$19K
CYG
2582
Clean Yield Group
Vermont
$17K -$1.44K -40 -7%
GWA
2583
Gibson Wealth Advisors
Texas
$17K
MS
2584
Mizuho Securities
Japan
$16K
RIM
2585
Rockbridge Investment Management
New York
$15.4K -$112K -3,109 -86%
ACM
2586
Antonetti Capital Management
Florida
$15K -$18K -500 -51%
KSWA
2587
Kathleen S. Wright Associates
Pennsylvania
$14K +$108 +3 +0.7%
HF
2588
Halpern Financial
Virginia
$13.3K -$1.08K -30 -7%
BA
2589
Bellwether Advisors
Nebraska
$13K
PFA
2590
Professional Financial Advisors
Nebraska
$12K
EA
2591
Evolution Advisers
Virginia
$12K +$36 +1 +0.3%
BA
2592
Bivin & Associates
Oklahoma
$11K -$2.12K -59 -14%
ACK
2593
Andrew C. Karlinski
$11K
GC
2594
Gould Capital
Washington
$11K
NOI
2595
Newton One Investments
Delaware
$11K
SL
2596
Savior LLC
Massachusetts
$11K
SAM
2597
Strategic Asset Management
Minnesota
$11K +$252 +7 +2%
CAM
2598
ClariVest Asset Management
California
$11K +$13.1K +365 New
ARIS
2599
Advanced Research Investment Solutions
California
$10K -$9.36K -260 -45%
FWA
2600
FSC Wealth Advisors
New York
$10K +$4.72K +131 +66%

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.