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Bank of America

2,718 hedge funds and large institutions have $189B invested in Bank of America in 2022 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,071 increasing their positions, 1,050 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 133

11% more capital invested

Capital invested by funds: $169B → $189B (+$19.4B)

8% more funds holding in top 10

Funds holding in top 10: 119128 (+9)

4% more funds holding

Funds holding: 2,6022,718 (+116)

2% more repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,050

0.32% more ownership

Funds ownership: 70%70.32% (+0.32%)

20% less call options, than puts

Call options by funds: $5.2B | Put options by funds: $6.46B

Holders
2,718
Holders Change
+116
Holders Change %
+4.46%
% of All Funds
43.68%
Holding in Top 10
128
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.56%
% of All Funds
2.06%
New
297
Increased
1,071
Reduced
1,050
Closed
133
Calls
$5.2B
Puts
$6.46B
Net Calls
-$1.26B
Net Calls Change
+$411M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2651
Legend Financial Advisors
Pennsylvania
$25K +$25.7K +745 +6,773%
CPA
2652
Cowen Prime Advisors
New York
$25K
LS
2653
Leelyn Smith
Illinois
$24K +$20.4K +592 +445%
PP
2654
PrairieView Partners
Minnesota
$24K
VF
2655
VitalStone Financial
Texas
$24K +$24.1K +700 New
BA
2656
Bellwether Advisors
Nebraska
$23.8K
WA
2657
Win Advisors
Florida
$23.3K +$24.2K +702 New
CSWM
2658
Cassady Schiller Wealth Management
Ohio
$23.2K +$24.1K +700 New
CCC
2659
Chelsea Counsel Company
California
$23.2K +$24.1K +700 New
HCM
2660
Horrell Capital Management
Arkansas
$23K
FFL
2661
Financial Freedom LLC
Ohio
$22.6K +$23.5K +683 New
BSWA
2662
Bromfield Sneider Wealth Advisors
Massachusetts
$20.7K
PCTC
2663
Perkins Coie Trust Company
Washington
$20.7K
MS
2664
Madden Securities
Texas
$20.3K +$21.1K +612 New
WI
2665
WJ Interests
Texas
$17.3K +$17.9K +521 New
OLVIG
2666
Oliver Lagore Vanvalin Investment Group
Michigan
$16.7K -$7.85K -228 -31%
ETC
2667
Exchange Traded Concepts
Oklahoma
$16K -$9.58K -278 -37%
ACM
2668
Antonetti Capital Management
Florida
$15.9K
CYG
2669
Clean Yield Group
Vermont
$15.7K +$3.27K +95 +25%
LWP
2670
Lumature Wealth Partners
Georgia
$15.4K
CTB
2671
Country Trust Bank
Illinois
$14.5K -$19.7K -571 -57%
AF
2672
Affiance Financial
Minnesota
$14.2K +$14.8K +430 New
Q
2673
QVR
California
$13.9K -$1.16M -33,592 -99%
IAA
2674
Independent Advisor Alliance
North Carolina
$13.1K -$532K -15,447 -4%
EA
2675
Evolution Advisers
Virginia
$13K

BAC Hedge Fund Activity: Q4 2022 in Review

2,718 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2022, worth a combined $189B — up 11% from $169B a quarter earlier.

Buyers outnumbered sellers: 297 funds opened new BAC positions and 133 closed out — a net gain of 164 holders — while 1,071 added to existing stakes and 1,050 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $864M. The largest seller was GQG Partners, cutting an estimated $1.19B.

  • 2,718 institutional investors held Bank of America (BAC) as of Q4 2022, up from 2,602 in Q3 2022.
  • Funds reported $189B of Bank of America stock for Q4 2022, up 11% quarter-over-quarter.
  • 297 funds opened new Bank of America positions in Q4 2022 and 133 closed out, a net change of +164 holders.
  • The largest Bank of America buyer in Q4 2022 was Parnassus Investments, an estimated $864M added.
  • The largest Bank of America seller in Q4 2022 was GQG Partners, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2022.