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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
SSWM
2001
Sheets Smith Wealth Management
North Carolina
$445K +$3.79K +110 +0.8%
AMCA
2002
Arthur M. Cohen & Associates
Illinois
$443K -$2.69K -78 -0.6%
AA
2003
Addison Advisors
Vermont
$442K +$8.54K +248 +2%
VW
2004
Vance Wealth
California
$442K +$69 +2 +0%
BWM
2005
Blossom Wealth Management
California
$442K +$21K +611 +5%
BT
2006
Brandywine Trust
Delaware
$441K
WRPWM
2007
Werba Rubin Papier Wealth Management
California
$441K +$459K +13,324 New
Fuller & Thaler Asset Management
2008
Fuller & Thaler Asset Management
California
$440K -$268K -7,775 -37%
P
2009
&Partners
Tennessee
$440K -$17.1K -497 -4%
IF
2010
Integrity Financial
Wyoming
$440K -$2.96K -86 -0.6%
ML
2011
McAdam LLC
Pennsylvania
$438K -$42.9K -1,245 -11%
HC
2012
Hoese & Co
Minnesota
$438K
KFA
2013
Kapstone Financial Advisors
Ohio
$438K +$418K +12,122 New
MPIA
2014
Mountain Pacific Investment Advisers
Idaho
$437K -$6.89K -200 -1%
PBT
2015
Pictet Bank & Trust
Bahamas
$436K -$22.2K -645 -5%
V
2016
VeraBank
Texas
$434K
FWTB
2017
First Western Trust Bank
Colorado
$433K +$1.27K +37 +0.3%
LF
2018
Lantz Financial
Illinois
$432K +$24.1K +700 +6%
GPA
2019
Guidance Point Advisors
Massachusetts
$432K +$1.52K +44 +0.3%
WIP
2020
WealthCare Investment Partners
Rhode Island
$432K -$16.3K -472 -3%
AF
2021
Alerus Financial
North Dakota
$431K -$65.9K -1,912 -13%
AP
2022
Atwood & Palmer
Missouri
$431K
AWP
2023
Ascent Wealth Partners
New York
$430K -$47.8K -1,387 -10%
JC
2024
JB Capital
Connecticut
$429K +$121K +3,511 +37%
RP
2025
Rice Partnership
Hawaii
$428K -$2.69K -78 -0.6%

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.