We are live on ! Find out more
BAC icon

Bank of America

2,718 hedge funds and large institutions have $189B invested in Bank of America in 2022 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,071 increasing their positions, 1,050 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 133

11% more capital invested

Capital invested by funds: $169B → $189B (+$19.4B)

8% more funds holding in top 10

Funds holding in top 10: 119128 (+9)

4% more funds holding

Funds holding: 2,6022,718 (+116)

2% more repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,050

0.32% more ownership

Funds ownership: 70%70.32% (+0.32%)

20% less call options, than puts

Call options by funds: $5.2B | Put options by funds: $6.46B

Holders
2,718
Holders Change
+116
Holders Change %
+4.46%
% of All Funds
43.68%
Holding in Top 10
128
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.56%
% of All Funds
2.06%
New
297
Increased
1,071
Reduced
1,050
Closed
133
Calls
$5.2B
Puts
$6.46B
Net Calls
-$1.26B
Net Calls Change
+$411M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
651
Wittenberg Investment Management
Massachusetts
$6.53M +$186K +5,400 +3%
PNC
652
Park National Corp
Ohio
$6.52M -$3.38K -98 -0%
MIM
653
Montgomery Investment Management
Maryland
$6.49M +$9.3K +270 +0.1%
IAN
654
Integrated Advisors Network
Texas
$6.48M +$69.5K +2,017 +1%
PM
655
Phraction Management
Connecticut
$6.46M +$876K +25,430 +15%
SG Americas Securities
656
SG Americas Securities
New York
$6.46M -$5.73M -166,495 -46%
MC
657
Moors & Cabot
Massachusetts
$6.45M -$124K -3,591 -2%
RGC
658
Redwood Grove Capital
California
$6.45M
EF
659
Empirical Finance
Pennsylvania
$6.45M +$444K +12,890 +7%
IUHSA
660
Itau Unibanco Holding S.A.
Brazil
$6.37M +$6.62M +192,307 New
IB
661
Intrust Bank
Kansas
$6.33M -$105K -3,059 -2%
GT
662
Greenleaf Trust
Michigan
$6.3M +$430K +12,488 +7%
AWAG
663
ARS Wealth Advisors Group
Florida
$6.29M +$92.2K +2,677 +1%
CII
664
Capital International Inc
California
$6.25M -$17.4K -506 -0.3%
NSIM
665
North Star Investment Management
Illinois
$6.23M +$18.9K +549 +0.3%
BFIC
666
Bedell Frazier Investment Counselling
California
$6.21M -$43.8K -1,272 -0.7%
TCCM
667
Timber Creek Capital Management
Massachusetts
$6.19M -$124K -3,608 -2%
SB
668
Simmons Bank
Arkansas
$6.18M +$62.5K +1,815 +1%
RMSCM
669
R.M. Sincerbeaux Capital Management
New York
$6.15M
CCB
670
Country Club Bank
Missouri
$6.15M +$4.36M +126,574 +214%
TC
671
TownSquare Capital
Utah
$6.12M -$58.1K -1,687 -0.9%
WJWM
672
Williams Jones Wealth Management
New York
$6.1M -$8.92K -259 -0.1%
RMC
673
Resources Management Corp
Connecticut
$6.06M +$28.9K +839 +0.5%
ANTB
674
AMG National Trust Bank
Colorado
$6.05M -$507K -14,722 -7%
SFI
675
Siemens Fonds Invest
Germany
$6.04M -$44K -1,276 -0.7%

BAC Hedge Fund Activity: Q4 2022 in Review

2,718 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2022, worth a combined $189B — up 11% from $169B a quarter earlier.

Buyers outnumbered sellers: 297 funds opened new BAC positions and 133 closed out — a net gain of 164 holders — while 1,071 added to existing stakes and 1,050 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $864M. The largest seller was GQG Partners, cutting an estimated $1.19B.

  • 2,718 institutional investors held Bank of America (BAC) as of Q4 2022, up from 2,602 in Q3 2022.
  • Funds reported $189B of Bank of America stock for Q4 2022, up 11% quarter-over-quarter.
  • 297 funds opened new Bank of America positions in Q4 2022 and 133 closed out, a net change of +164 holders.
  • The largest Bank of America buyer in Q4 2022 was Parnassus Investments, an estimated $864M added.
  • The largest Bank of America seller in Q4 2022 was GQG Partners, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2022.