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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
MIM
2826
Merrion Investment Management
New Jersey
-$212K -5,150 Closed
FTA
2827
Financial & Tax Architects
Missouri
-$212K -5,147 Closed
HAS
2828
Holland Advisory Services
Florida
-$212K -5,144 Closed
MLFP
2829
MPS Loria Financial Planners
Illinois
-$211K -5,138 Closed
WAM
2830
Walker Asset Management
Missouri
-$211K -5,129 Closed
MCIA
2831
Mountain Capital Investment Advisors
Colorado
-$203K -5,120 Closed
CGA
2832
Crescent Grove Advisors
Illinois
-$211K -5,119 Closed
HAC
2833
Harbor Advisory Corp
New Hampshire
-$210K -5,099 Closed
CI
2834
Ceera Investments
Texas
-$209K -5,080 Closed
FB
2835
First Bancorp
Maine
-$209K -5,077 Closed
HFG
2836
Heron Financial Group
New York
-$208K -5,041 Closed
BIA
2837
Benchmark Investment Advisors
Illinois
-$208K -5,036 Closed
THWM
2838
Taylor Hoffman Wealth Management
Virginia
-$208K -5,035 Closed
MHC
2839
Meyer Handelman Company
New York
-$207K -5,019 Closed
LC
2840
Lincoln Capital
Nebraska
-$207K -5,012 Closed
RWM
2841
Reston Wealth Management
Virginia
-$206K -5,009 Closed
DTC
2842
Davidson Trust Company
Washington
-$207K -5,008 Closed
FFG
2843
Ford Financial Group
California
-$206K -5,005 Closed
HA
2844
Harfst & Associates
Wyoming
-$206K -5,002 Closed
BA
2845
Bristlecone Advisors
Washington
-$206K -5,000 Closed
TYCC
2846
Texas Yale Capital Corp
Florida
-$205K -4,972 Closed
FMC
2847
First Merchants Corp
Indiana
-$204K -4,958 Closed
HBWM
2848
Hollow Brook Wealth Management
New York
-$203K -4,928 Closed
KM
2849
Kalos Management
Georgia
-$202K -4,921 Closed
TF
2850
TRH Financial
Iowa
-$202K -4,905 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.