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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
AWM
2851
Aevitas Wealth Management
Massachusetts
-$202K -4,903 Closed
SIAG
2852
Signet Investment Advisory Group
Rhode Island
-$202K -4,900 Closed
TRIA
2853
Trail Ridge Investment Advisors
Colorado
-$202K -4,897 Closed
BWM
2854
Brickley Wealth Management
California
-$200K -4,860 Closed
WFA
2855
Wellspring Financial Advisors
Ohio
-$134K -3,241 Closed
AW
2856
Alaethes Wealth
Nevada
-$123K -2,987 Closed
CI
2857
Carroll Investors
South Carolina
-$115K -2,800 Closed
RCA
2858
Riverview Capital Advisers
Massachusetts
-$112K -2,727 Closed
TVWM
2859
Tower View Wealth Management
Wisconsin
-$103K -2,500 Closed
EIM
2860
Essex Investment Management
Massachusetts
-$95K -2,295 Closed
SPWM
2861
Spartan Planning & Wealth Management
North Carolina
-$73.3K -2,035 -100%
SCA
2862
Sandy Cove Advisors
Massachusetts
-$72K -1,758 Closed
AWM
2863
Avondale Wealth Management
Texas
-$72K -1,750 Closed
MAM
2864
McCarthy Asset Management
California
-$58K -1,419 Closed
SFG
2865
Sage Financial Group
Pennsylvania
-$45K -1,096 Closed
RCA
2866
Reitz Capital Advisors
Michigan
-$38K -930 Closed
CI
2867
Cordant Inc
Oregon
-$24K -575 Closed
FPFS
2868
First Personal Financial Services
North Carolina
-$18K -500 -99%
ICM
2869
Islay Capital Management
Texas
-$12K -285 Closed
LWMNY
2870
Landmark Wealth Management (New York)
New York
-$266 -266 Closed
CAGAS
2871
Capital Advisory Group Advisory Services
Minnesota
-$9K -220 Closed
RCM
2872
Ravenstone Capital Management
-$4.74K -115 Closed
CSIA
2873
Conrad Siegel Investment Advisors
Pennsylvania
-$4K -100 Closed
GIA
2874
Goodwin Investment Advisory
Georgia
-$4K -100 Closed
DB
2875
Dravo Bay
Delaware
-$2.31K -56 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.