Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BANK AMERICA CORP (BAC)

3K + Investors. Track Smart Money conviction in BAC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +214
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — BAC

Based on 3320 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,320 hedge funds hold BAC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+321 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1777 buying1432 selling
Last quarter: 1,777 funds bought or added vs 1,432 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+184 vs last Q)

new funds entering per quarter
Funds opening a new BAC position: 181 → 259 → 199 → 383. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 12% new
2,411 out of 3,320 hedge funds have held BAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

329 → 181 → 259 → 199 → 383 new funds/Q
New funds entering each quarter: 181 → 259 → 199 → 383. A growing number of institutions are discovering BAC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 3,448 current holders: 2,484 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
50 of 3320 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in BAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BAC

How many hedge funds hold BAC — quarterly history vs. share price
Quarterly hedge fund ownership of BAC vs. share price

Market Analysis: BAC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

251 top-rated funds 104 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
7.5
/ 10
conviction
Hedge Fund Positioning: BAC
2026 Q1 Stats Unlock in 12 days 3K + Investors

Track Smart Money conviction in BAC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3448 3233 6.65%
13F Shares 5.70B 5.55B 2.66%
Total Value $305.68B $281.00B 8.78%
New Positions 388 209 +179
Increased Positions 1562 1488 +74
Closed Positions 176 179 -3
Reduced Positions 1428 1405 +23
Total Calls 75 76 -1.32%
Total Puts 71 70 1.43%
PUT/CALL Ratio 0.95 0.92 Neutral

Statistics: BAC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BAC. Verified SEC 13F-HR filings.

Top 25 institutional holders of BAC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DAILY JOURNAL CORP 40.51% 2,000,000 $97.5M
2 SALZHAUER MICHAEL 26.80% 2,110,909 $56.9M
3 Spectrum Financial Alliance Ltd LLC 11.31% 1,206,752 $58.8M
4 MFF Capital Investments Ltd 9.12% 2,841,547 $138.5M
5 General Pension Society PZU Joint Stock Co 7.26% 605,896 $29.5M
6 Henson-Edgewater Management, LLC 5.84% 188,274 $9.2M
7 Bretton Capital Management, LLC 5.62% 126,000 $6.1M
8 UDINE WEALTH MANAGEMENT, INC. 5.44% 228,448 $11.1M
9 Morangie Management LLC 4.87% 108,576 $5.3M
10 Z3 Capital Partners, LLC 4.83% 365,295 $20.1M
11 TRED AVON FAMILY WEALTH, LLC 4.64% 286,761 $14.0M
12 HOERTKORN RICHARD CHARLES 4.53% 113,287 $5.5M
13 BOYAR ASSET MANAGEMENT INC. 4.47% 161,277 $7.9M
14 Xcel Wealth Management, LLC 4.11% 304,820 $14.9M
15 Capricorn Fund Managers Ltd 4.08% 537,000 $26.2M
16 PATRICK M SWEENEY & ASSOCIATES, INC 3.97% 126,981 $6.2M
17 McGinn Penninger Investment Management, Inc. 3.96% 124,416 $6K
18 Pavion Blue Capital, LLC 3.94% 186,014 $9.1M
19 Aldebaran Capital, LLC 3.88% 104,202 $5.1M
20 Matthew Goff Investment Advisor, LLC 3.82% 470,629 $22.9M
21 DAVIS-REA LTD. 3.76% 295,796 $14.4M
22 Viewpoint Capital Management LLC 3.67% 160,929 $7.8M
23 DMKC Advisory Services, LLC 3.62% 178,463 $8.7M
24 Westbourne Investment Advisors, Inc. 3.56% 250,304 $12.2M
25 Rollins Financial Advisors, LLC 3.50% 454,637 $22.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BANK AMERICA CORP (BAC)

What does the Smart Money Trend signal show for BAC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BAC?

Slight buying edge — 55% buying: Last quarter: 1,777 funds bought or added vs 1,432 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BAC holders?

Elite ownership — 63% AUM from top-100 funds: 50 of 3320 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in BAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BAC?

73% of holders stayed for 2+ years: 2,411 out of 3,320 hedge funds have held BAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.