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Bank of America

2,641 hedge funds and large institutions have $173B invested in Bank of America in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 1,267 increasing their positions, 933 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 1,267 | Existing positions reduced: 933

0.44% less ownership

Funds ownership: 69.71%69.27% (-0.44%)

5% less funds holding

Funds holding: 2,7902,641 (-149)

13% less funds holding in top 10

Funds holding in top 10: 149129 (-20)

33% less call options, than puts

Call options by funds: $3.73B | Put options by funds: $5.55B

37% less capital invested

Capital invested by funds: $274B → $173B (-$101B)

47% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 238

Holders
2,641
Holders Change
-149
Holders Change %
-5.34%
% of All Funds
44.49%
Holding in Top 10
129
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.42%
% of All Funds
2.17%
New
125
Increased
1,267
Reduced
933
Closed
238
Calls
$3.73B
Puts
$5.55B
Net Calls
-$1.82B
Net Calls Change
-$556M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
2426
Fortis Advisors
Pennsylvania
$187K
PCFFS
2427
Pacific Center for Financial Services
California
$184K -$39.2K -1,088 -16%
FP
2428
Financial Perspectives
Minnesota
$180K +$252 +7 +0.1%
PA
2429
PSI Advisors
Florida
$177K +$5.08K +141 +3%
M1FG
2430
Mach-1 Financial Group
Arkansas
$175K +$203K +5,629 +112,580%
SC
2431
Seldon Capital
California
$171K
KFS
2432
Kelly Financial Services
Massachusetts
$170K +$52.9K +1,468 +37%
OIS
2433
Okabena Investment Services
Minnesota
$166K
SIS
2434
Sound Income Strategies
Florida
$165K -$135K -3,754 -41%
TWM
2435
Tradition Wealth Management
Minnesota
$165K -$2.95K -82 -2%
DAL
2436
Delta Accumulation LLC
California
$164K +$1.22K +34 +0.7%
SOW
2437
State of Wyoming
Wyoming
$163K -$188K -5,215 -50%
SFG
2438
Steward Financial Group
Texas
$162K +$5.22K +145 +3%
OSNBOA
2439
Old Second National Bank of Aurora
Illinois
$160K
GWSG
2440
GPS Wealth Strategies Group
Colorado
$156K +$2.27K +63 +1%
SCA
2441
Stuart Chaussee & Associates
California
$154K
BBPWM
2442
Blue Bell Private Wealth Management
Pennsylvania
$154K +$31.5K +875 +21%
CA
2443
Crewe Advisors
Utah
$154K +$146K +4,064 +455%
WWM
2444
Wolff Wiese Magana
California
$152K -$30.5K -846 -15%
HIM
2445
Hillsdale Investment Management
Ontario, Canada
$151K +$19K +527 +12%
CHA
2446
Carmichael Hill & Associates
Maryland
$147K +$14.2K +393 +9%
IRAG
2447
Investment Research & Advisory Group
Georgia
$145K
HFS
2448
HBC Financial Services
Washington
$143K
ACA
2449
Atlas Capital Advisors
Wyoming
$142K -$146K -4,053 -47%
LFG
2450
Larson Financial Group
Missouri
$141K +$7.31K +203 +5%

BAC Hedge Fund Activity: Q2 2022 in Review

2,641 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2022, worth a combined $173B — down 37% from $274B a quarter earlier.

Sellers outnumbered buyers: 238 funds closed out of BAC and 125 opened new positions — a net loss of 113 holders — while 933 trimmed existing stakes and 1,267 added.

The largest buyer was Morgan Stanley, adding an estimated $982M. The largest seller was Wellington Management Group, cutting an estimated $2.36B.

  • 2,641 institutional investors held Bank of America (BAC) as of Q2 2022, down from 2,790 in Q1 2022.
  • Funds reported $173B of Bank of America stock for Q2 2022, down 37% quarter-over-quarter.
  • 125 funds opened new Bank of America positions in Q2 2022 and 238 closed out, a net change of -113 holders.
  • The largest Bank of America buyer in Q2 2022 was Morgan Stanley, an estimated $982M added.
  • The largest Bank of America seller in Q2 2022 was Wellington Management Group, an estimated $2.36B sold.

Based on aggregated 13F filings for Q2 2022.