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Bank of America

2,790 hedge funds and large institutions have $274B invested in Bank of America in 2022 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,269 increasing their positions, 1,019 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 142

25% more repeat investments, than reductions

Existing positions increased: 1,269 | Existing positions reduced: 1,019

8% more capital invested

Capital invested by funds: $254B → $274B (+$19.7B)

0% more funds holding

Funds holding: 2,7852,790 (+5)

0.28% less ownership

Funds ownership: 69.99%69.71% (-0.28%)

9% less funds holding in top 10

Funds holding in top 10: 164149 (-15)

21% less call options, than puts

Call options by funds: $4.89B | Put options by funds: $6.16B

Holders
2,790
Holders Change
+5
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
149
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.15%
% of All Funds
2.35%
New
183
Increased
1,269
Reduced
1,019
Closed
142
Calls
$4.89B
Puts
$6.16B
Net Calls
-$1.27B
Net Calls Change
+$2.57B
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$42.2B -$47.7M -1,057,002 Closed
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$41.6B
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.4B +$226M +5,015,041 +0.9%
BlackRock
4
BlackRock
New York
$20.6B +$251M +5,552,799 +1%
State Street
5
State Street
Massachusetts
$13.4B -$208M -4,600,156 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$8.93B -$165M -3,664,914 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.23B +$799M +17,699,140 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.84B +$12.3M +273,545 +0.2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$4.04B -$1.25B -27,796,605 -22%
Capital World Investors
10
Capital World Investors
California
$4.03B -$385M -8,532,779 -8%
Norges Bank
11
Norges Bank
Norway
$3.75B +$111M +2,467,075 +3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$3.67B -$1.45B -32,147,645 -27%
Northern Trust
13
Northern Trust
Illinois
$3.03B -$109M -2,413,193 -3%
Ameriprise
14
Ameriprise
Minnesota
$2.64B -$27.8M -615,512 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.56B -$46M -1,019,191 -2%
Morgan Stanley
16
Morgan Stanley
New York
$2.55B -$827M -18,332,268 -23%
Invesco
17
Invesco
Georgia
$2.34B +$4.66M +103,174 +0.2%
Legal & General Group
18
Legal & General Group
United Kingdom
$2.1B +$104M +2,299,892 +5%
N
19
Nuveen
North Carolina
$1.84B -$63.3M -1,401,934 -3%
Harris Associates
20
Harris Associates
Illinois
$1.82B -$407M -9,030,943 -17%
Dodge & Cox
21
Dodge & Cox
California
$1.77B -$1.17B -25,978,501 -38%
Charles Schwab
22
Charles Schwab
California
$1.52B +$27.2M +603,512 +2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$1.45B +$34.9M +773,812 +2%
Barclays
24
Barclays
United Kingdom
$1.33B -$125M -2,780,908 -8%
Lazard Asset Management
25
Lazard Asset Management
New York
$1.29B -$19.3M -426,721 -1%

BAC Hedge Fund Activity: Q1 2022 in Review

2,790 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2022, worth a combined $274B — up 7.7% from $254B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new BAC positions and 142 closed out — a net gain of 41 holders — while 1,269 added to existing stakes and 1,019 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $799M. The largest seller was Wellington Management Group, cutting an estimated $1.45B.

  • 2,790 institutional investors held Bank of America (BAC) as of Q1 2022, up from 2,785 in Q4 2021.
  • Funds reported $274B of Bank of America stock for Q1 2022, up 7.7% quarter-over-quarter.
  • 183 funds opened new Bank of America positions in Q1 2022 and 142 closed out, a net change of +41 holders.
  • The largest Bank of America buyer in Q1 2022 was JP Morgan Chase, an estimated $799M added.
  • The largest Bank of America seller in Q1 2022 was Wellington Management Group, an estimated $1.45B sold.

Based on aggregated 13F filings for Q1 2022.