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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
DL
1401
DOHJ LLC
Washington
$1.22M +$130K +3,768 +11%
PI
1402
Parkside Investments
Illinois
$1.21M +$103K +3,000 +9%
AWC
1403
Abundance Wealth Counselors
Pennsylvania
$1.21M +$7.1K +206 +0.6%
EWM
1404
Empirical Wealth Management
Washington
$1.21M -$228K -6,609 -15%
IP
1405
Intellectus Partners
California
$1.21M +$205K +5,939 +19%
WMA
1406
Wealth Management Associates
New Jersey
$1.2M -$45.8K -1,331 -4%
VT
1407
Vise Technologies
New York
$1.2M +$281K +8,160 +29%
EDRIA
1408
Edmonds Duncan Registered Investment Advisors
Kansas
$1.2M
KJWM
1409
Kiley Juergens Wealth Management
Washington
$1.2M +$147K +4,266 +13%
AWM
1410
Avitas Wealth Management
California
$1.2M +$1.24M +36,145 New
Dimensional Fund Advisors
1411
Dimensional Fund Advisors
Texas
$1.2M +$19.9M +576,954 +2%
MPPW
1412
Mitchell & Pahl Private Wealth
Oklahoma
$1.19M -$83.6K -2,427 -6%
BEC
1413
Blue Edge Capital
Virginia
$1.19M
CB
1414
Community Bank
New York
$1.19M -$20.9K -607 -2%
FOFP
1415
Fee-Only Financial Planning
South Carolina
$1.19M +$1.24M +35,917 New
MCA
1416
Millennium Capital Advisors
Arkansas
$1.19M +$10.7K +310 +0.9%
NHC
1417
Nicholas Hoffman & Company
Georgia
$1.19M +$6.13K +178 +0.5%
AI
1418
Accredited Investors
Minnesota
$1.19M +$390K +11,321 +46%
PH
1419
Pinnacle Holdings
Oklahoma
$1.18M
BFA
1420
Buttonwood Financial Advisors
Maryland
$1.18M -$9.85K -286 -0.8%
FI
1421
Financial Insights
Washington
$1.18M +$594K +17,250 +94%
IAS
1422
Insigneo Advisory Services
Florida
$1.18M +$1.23M +35,602 New
OCM
1423
Orion Capital Management
California
$1.18M
SAM
1424
SignalPoint Asset Management
Missouri
$1.18M +$6.48K +188 +0.5%
GWA
1425
Gibson Wealth Advisors
Texas
$1.17M +$1.16M +33,542 +6,200%

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.