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Bank of America
BAC

Overview Fund Activity

2,768 hedge funds and large institutions have $254B invested in Bank of America in 2021 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,073 increasing their positions, 961 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,768
Holders Change
+285
Holders Change %
+11.48%
% of All Funds
42.75%
Holding in Top 10
161
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.83%
% of All Funds
2.49%
New
404
Increased
1,073
Reduced
961
Closed
76
Calls
$5.33B
Puts
$9.16B
Net Calls
-$3.83B
Net Calls Change
-$1.23B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$988M
2
Franklin Resources
Franklin Resources
California
+$322M
3
Renaissance Technologies
Renaissance Technologies
New York
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
5
Amundi
Amundi
France
+$153M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$981M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$820M
4
GQG Partners
GQG Partners
Florida
-$780M
5
Capital World Investors
Capital World Investors
California
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
2001
Campion Asset Management
Virginia
$534K – – –
MSA
2002
Marino Stram & Associates
Massachusetts
$532K -$38.5K -865 -7%
TPWA
2003
TRUE Private Wealth Advisors
Oregon
$527K -$17.8K -400 -3%
TCMP
2004
Thrive Capital Management (Pennsylvania)
Pennsylvania
$527K +$2.49K +56 +0.5%
TCM
2005
Teza Capital Management
Illinois
$527K +$527K +11,852 New
TAM
2006
Townsend Asset Management
North Carolina
$525K -$72.2K -1,625 -12%
SFO
2007
Stokes Family Office
Louisiana
$525K +$66K +1,483 +14%
LAS
2008
LWM Advisory Services
Florida
$525K +$525K +11,797 New
WAM
2009
WFA Asset Management
Wisconsin
$524K +$524K +11,781 New
BIA
2010
BHK Investment Advisors
Alabama
$524K -$8.9K -200 -2%
V
2011
VeraBank
Texas
$524K – – –
CWM
2012
Centric Wealth Management
Illinois
$524K +$9.43K +212 +2%
SN
2013
Sittner & Nelson
Oregon
$523K – – –
HC
2014
Hoese & Co
Minnesota
$522K – – –
GKWIM
2015
Gerber Kawasaki Wealth & Investment Management
California
$522K +$121K +2,729 +30%
CWA
2016
Consilium Wealth Advisory
Texas
$522K +$522K +11,733 New
HFS
2017
Heritage Financial Services
Massachusetts
$522K +$522K +11,746 New
GP
2018
Greenline Partners
New York
$521K – – –
PG
2019
Patten Group
Tennessee
$521K +$169K +3,793 +48%
WCM
2020
Wedge Capital Management
North Carolina
$520K -$7.03K -158 -1%
RFA
2021
RTD Financial Advisors
Pennsylvania
$520K +$520K +11,688 New
LCM
2022
LVM Capital Management
Michigan
$519K -$31K -698 -6%
AFS
2023
Annapolis Financial Services
Maryland
$517K +$17.3K +389 +3%
PFA
2024
Pure Financial Advisors
California
$516K +$4.36K +98 +0.9%
BWM
2025
BT Wealth Management
Georgia
$510K +$169K +3,808 +50%
79 80
81
82 83