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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
AMM
2726
American Money Management
California
-$300K -7,279 Closed
AWA
2727
Amplius Wealth Advisors
Pennsylvania
-$293K -7,132 Closed
DOA
2728
D'Orazio & Associates
Virginia
-$292K -7,088 Closed
SFG
2729
StrategIQ Financial Group
Indiana
-$291K -7,049 Closed
FSA
2730
Financial Sense Advisors
California
-$288K -6,997 Closed
WFA
2731
Wipfli Financial Advisors
Wisconsin
-$288K -6,983 Closed
DI
2732
DFPG Investments
Utah
-$271K -6,966 Closed
MS
2733
Madden Securities
Texas
-$285K -6,912 Closed
CIM
2734
Contravisory Investment Management
Massachusetts
-$284K -6,880 Closed
GHA
2735
GW Henssler & Associates
Georgia
-$284K -6,878 Closed
CC
2736
Cypress Capital
Tennessee
-$283K -6,855 Closed
NPF
2737
Norris Perne & French
Michigan
-$272K -6,610 Closed
AAIM
2738
Asset Advisors Investment Management
Georgia
-$272K -6,605 Closed
BRC
2739
Bell Rock Capital
Delaware
-$258K -6,588 Closed
PFC
2740
Phocas Financial Corp
California
-$271K -6,580 Closed
PCI
2741
Planning Center Inc
Illinois
-$270K -6,557 Closed
WA
2742
WP Advisors
California
-$267K -6,478 Closed
SCA
2743
Scott Capital Advisors
Oregon
-$264K -6,407 Closed
ISB
2744
Iowa State Bank
Iowa
-$264K -6,394 Closed
C
2745
Certuity
Florida
-$263K -6,378 Closed
VBWMG
2746
Von Berge Wealth Management Group
California
-$238K -6,337 Closed
SHWM
2747
Silicon Hills Wealth Management
Texas
-$260K -6,308 Closed
SCA
2748
Southern Capital Advisors
Tennessee
-$260K -6,301 Closed
RRWA
2749
Rainey & Randall Wealth Advisors
Florida
-$259K -6,288 Closed
MFS
2750
Madrona Financial Services
Washington
-$247K -6,262 Closed

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.