We are live on ! Find out more
BAC icon

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
PP
2751
Paloma Partners
Connecticut
-$1.39M -40,320 Closed
EH
2752
EMG Holdings
Connecticut
-$1.21M -40,000 Closed
MFS
2753
Mirabella Financial Services
United Kingdom
-$1.16M -37,923 Closed
TCBWMS
2754
Texas Capital Bank Wealth Management Services
Texas
-$1.07M -35,395 Closed
PRC
2755
Pearl River Capital
Michigan
-$1.06M -35,279 Closed
LFM
2756
LGT Fund Management
Liechtenstein
-$1.06M -35,000 Closed
TA
2757
TKG Advisors
Indiana
-$944K -31,252 Closed
HBT
2758
Heartland Bank & Trust
Illinois
-$940K -31,120 Closed
LWMM
2759
Legacy Wealth Management (Mississippi)
Mississippi
-$930K -30,790 Closed
FL
2760
Fourthstone LLC
Missouri
-$909K -30,100 Closed
ACG
2761
Allen Capital Group
Nebraska
-$882K -29,215 Closed
HPWM
2762
Highland Private Wealth Management
Washington
-$823K -27,236 Closed
FWM
2763
Foresight Wealth Management
Utah
-$767K -25,382 Closed
JWWM
2764
Johnson & White Wealth Management
Pennsylvania
-$765K -25,315 Closed
BBA
2765
Baader Bank Aktiengesellschaft
Germany
-$861K -25,000 Closed
CSA
2766
Cottage Street Advisors
Massachusetts
-$680K -22,525 Closed
BCM
2767
Bayesian Capital Management
New York
-$677K -22,430 Closed
WAM
2768
Wakefield Asset Management
Colorado
-$646K -21,379 Closed
OFS
2769
OneAscent Financial Services
Alabama
-$574K -19,000 Closed
LAS
2770
LWM Advisory Services
Florida
-$543K -17,479 Closed
DA
2771
DSC Advisors
Illinois
-$516K -17,090 Closed
SAM
2772
Seelaus Asset Management
New Jersey
-$481K -15,919 Closed
KLWA
2773
Kelly Lawrence W & Associates
California
-$474K -15,700 Closed
TCOK
2774
Trust Company of Kansas
Kansas
-$467K -15,476 Closed
GCP
2775
GSA Capital Partners
United Kingdom
-$458K -15,170 Closed

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.