We are live on ! Find out more
BAC icon

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
NSAM
2801
North Star Asset Management
Wisconsin
-$225K -5,461 Closed
BWFA
2802
Baltimore-Washington Financial Advisors
Maryland
-$210K -5,451 Closed
TFF
2803
The Family Firm
Maryland
-$224K -5,425 Closed
CAP
2804
Columbia Advisory Partners
Washington
-$223K -5,421 Closed
RCI
2805
RS Crum Inc
California
-$223K -5,400 Closed
RGC
2806
Roberts, Glore & Co
Illinois
-$222K -5,387 Closed
PFC
2807
Poplar Forest Capital
California
-$222K -5,380 Closed
JCM
2808
Jag Capital Management
Missouri
-$207K -5,361 Closed
NIM
2809
Nexus Investment Management
Ontario, Canada
-$221K -5,350 Closed
BWP
2810
BSW Wealth Partners
Colorado
-$220K -5,348 Closed
PBF
2811
Petix & Botte Financial
California
-$220K -5,328 Closed
UWM
2812
USAdvisors Wealth Management
Minnesota
-$219K -5,324 Closed
HFS
2813
Horizon Financial Services
North Carolina
-$219K -5,321 Closed
SDH
2814
Sloy Dahl & Holst
Washington
-$218K -5,296 Closed
LP
2815
LGL Partners
Pennsylvania
-$218K -5,290 Closed
JF
2816
JSF Financial
California
-$218K -5,280 Closed
RWM
2817
RBA Wealth Management
California
-$217K -5,261 Closed
WA
2818
Wealthstream Advisors
New York
-$217K -5,258 Closed
CC
2819
Commons Capital
Massachusetts
-$215K -5,219 Closed
WFA
2820
WMG Financial Advisors
Tennessee
-$215K -5,212 Closed
WH
2821
Willner & Heller
California
-$231K -5,195 Closed
FAN
2822
Financial Advisors Network
California
-$214K -5,181 Closed
NCM
2823
Noesis Capital Mangement
Florida
-$213K -5,172 Closed
DC
2824
DeDora Capital
California
-$213K -5,170 Closed
LF
2825
LifeSteps Financial
California
-$212K -5,150 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.