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
RIA
1226
Regal Investment Advisors
Michigan
$1.76M -$5.03K -146 -0.3%
SC
1227
Sepio Capital
Utah
$1.76M -$131K -3,817 -7%
HWA
1228
Heritage Wealth Advisors
Virginia
$1.76M -$79.7K -2,315 -4%
NP
1229
NorthRock Partners
Minnesota
$1.75M -$129K -3,750 -7%
SCP
1230
Shorepoint Capital Partners
Massachusetts
$1.75M +$56.3K +1,635 +3%
NMG
1231
New Millennium Group
Utah
$1.75M -$58.3K -1,692 -3%
MG
1232
Mather Group
Illinois
$1.75M +$4.03K +117 +0.2%
VFPI
1233
Vantage Financial Partners (Illinois)
Illinois
$1.75M +$62K +1,800 +4%
FBFS
1234
First Business Financial Services
Wisconsin
$1.74M +$410K +11,890 +29%
SFA
1235
Souders Financial Advisors
Ohio
$1.74M -$139K -4,048 -7%
FMLI
1236
Fukoku Mutual Life Insurance
Japan
$1.74M +$344K +10,000 +24%
PC
1237
Prairiewood Capital
North Dakota
$1.72M -$1.86K -54 -0.1%
MC
1238
Martin & Co
Tennessee
$1.72M +$37.5K +1,090 +2%
MIM
1239
MTM Investment Management
South Carolina
$1.72M +$34 +1 +0%
NW
1240
Naviter Wealth
Arkansas
$1.72M +$347K +10,062 +25%
YWP
1241
YorkBridge Wealth Partners
New York
$1.72M -$23.7K -687 -1%
PCG
1242
Prosperity Consulting Group
Maryland
$1.71M +$31.4K +913 +2%
AG
1243
Ascent Group
Virginia
$1.71M +$36.7K +1,065 +2%
SG
1244
Stonnington Group
California
$1.71M +$4.82K +140 +0.3%
SRC
1245
Shufro Rose & Co
New York
$1.7M -$21.1K -614 -1%
CT
1246
Columbia Trust
Oregon
$1.7M -$416K -12,085 -19%
HFM
1247
Hartford Financial Management
Connecticut
$1.7M -$82.6K -2,399 -4%
CCP
1248
Clarkston Capital Partners
Michigan
$1.7M
SC
1249
Sierra Capital
Florida
$1.69M
DI
1250
DFPG Investments
Utah
$1.69M +$1.69M +49,055 New

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.