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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
EL
2776
Essex LLC
Illinois
-$243K -5,899 Closed
DU
2777
Delphia (USA)
Ontario, Canada
-$242K -5,882 Closed
HPC
2778
Hobart Private Capital
North Carolina
-$242K -5,877 Closed
TFO
2779
Tarbox Family Office
California
-$242K -5,874 Closed
LB
2780
Leo Brokerage
Texas
-$242K -5,872 Closed
BMWM
2781
Brown Miller Wealth Management
Virginia
-$242K -5,862 Closed
CFG
2782
Cooper Financial Group
California
-$241K -5,842 Closed
W
2783
WealthOne
New York
-$240K -5,832 Closed
PCM
2784
Passive Capital Management
Maryland
-$239K -5,810 Closed
HKIM
2785
Hayek Kallen Investment Management
Alabama
-$239K -5,789 Closed
WCFA
2786
Walkner Condon Financial Advisors
Wisconsin
-$239K -5,753 Closed
RFG
2787
Range Financial Group
Oregon
-$237K -5,747 Closed
PWA
2788
Physician Wealth Advisors
Utah
-$221K -5,711 Closed
TCBWMS
2789
Texas Capital Bank Wealth Management Services
Texas
-$234K -5,685 Closed
GAM
2790
Gould Asset Management
California
-$234K -5,682 Closed
PA
2791
Perennial Advisors
New York
-$234K -5,673 Closed
CWM
2792
Cherrydale Wealth Management
New Jersey
-$232K -5,652 Closed
CC
2793
Callan Capital
California
-$231K -5,609 Closed
JHP
2794
James Hambro & Partners
United Kingdom
-$230K -5,567 Closed
LC
2795
Landaas & Company
Wisconsin
-$247K -5,560 Closed
TPW
2796
Tiller Private Wealth
Pennsylvania
-$226K -5,493 Closed
RI
2797
Ridgewood Investments
New Jersey
-$226K -5,492 Closed
KAM
2798
Kraft Asset Management
Tennessee
-$226K -5,480 Closed
PSP
2799
Principal Street Partners
Tennessee
-$225K -5,470 Closed
1WM
2800
1900 Wealth Management
Texas
-$225K -5,461 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.