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
AP
451
Appleton Partners
Massachusetts
$12.7M +$19.4K +540 +0.1%
NIG
452
NFJ Investment Group
Texas
$12.7M +$1.11M +30,711 +8%
WAS
453
Wesleyan Assurance Society
United Kingdom
$12.6M
IAA
454
Independent Advisor Alliance
North Carolina
$12.5M -$587K -16,300 -4%
BCV
455
Banque Cantonale Vaudoise
Switzerland
$12.5M -$682K -18,929 -5%
CBOR
456
Community Bank of Raymore
Missouri
$12.4M +$11M +305,150 +325%
GIM
457
Grassi Investment Management
California
$12.4M +$45K +1,250 +0.3%
DCM
458
Dupont Capital Management
Delaware
$12.4M -$2.66M -73,968 -16%
CCM
459
Covington Capital Management
California
$12.4M -$152K -4,208 -1%
ACI
460
Alpha Cubed Investments
California
$12.3M -$13.2M -367,236 -48%
NMERB
461
New Mexico Educational Retirement Board
New Mexico
$12.3M -$695K -19,300 -5%
GQG Partners
462
GQG Partners
Florida
$12.3M +$14.2M +393,887 New
BF
463
BOK Financial
Oklahoma
$12.2M -$1.85M -51,462 -12%
AIM
464
Achmea Investment Management
Netherlands
$12.1M -$167K -4,631 -1%
HCP
465
Holt Capital Partners
Texas
$12.1M -$143K -3,977 -1%
ISL
466
Ingalls & Snyder LLC
New York
$12.1M +$173K +4,816 +1%
HFS
467
Hantz Financial Services
Michigan
$12M +$1.39M +38,644 +11%
HR
468
Howe & Rusling
New York
$12M -$4.41M -122,564 -24%
KWILP
469
Kiwi Wealth Investments Limited Partnership
New Zealand
$12M -$10.4M -288,123 -43%
EWM
470
Endurance Wealth Management
Rhode Island
$11.9M +$113K +3,140 +0.8%
GA
471
GFS Advisors
Texas
$11.8M -$245K -6,800 -2%
IAS
472
IMA Advisory Services
Colorado
$11.8M -$20K -555 -0.1%
ECM
473
Evergreen Capital Management
Washington
$11.6M +$38.5K +1,070 +0.3%
SC
474
SouthState Corp
Florida
$11.6M +$72 +2 +0%
AssetMark Inc
475
AssetMark Inc
California
$11.6M +$2.44M +67,699 +22%

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.