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
↓ -111
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — BAC

Based on 3463 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BAC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
3,463 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 — +10% more funds vs a year ago

fund count last 6Q
+313 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

1597 buying1878 selling
Last quarter: 1,878 funds reduced or exited vs 1,597 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-207 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 290 → 233 → 423 → 216. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 12% new
2,498 out of 3,463 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

196 → 290 → 233 → 423 → 216 new funds/Q
New funds entering each quarter: 290 → 233 → 423 → 216. A growing number of institutions are discovering BAC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 15% newcomers

■ 73% veterans ■ 12% 1-2yr ■ 15% new
Entry-cohort mix of 3,592 holders: 2,617 (73%) are 2+ year veterans, 431 entered 1–2 years ago, and 544 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
71 of 3446 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — BAC

In 2026 Q1, 1597 hedge funds were net buyers of BAC (216 opened a new position, 1381 added to an existing one), while 1878 reduced or exited (1551 trimmed, 327 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in BAC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -111 funds (more exits than new entries). Total institutional holders: 3463.

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.

Is It Too Late to Buy Bank America Corp (BAC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BAC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
BAC
+14.9%
XLF
+8.0%

BAC outperformed XLF by +6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
BAC
+13.1%
XLF
+4.4%

Since the filing became public, BAC outperformed XLF by +8.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

156 top-rated funds 77 high-conviction
Consensus
9.5
/ 10
breadth
×
Elite
7.2
/ 10
conviction
Hedge Fund Positioning: BAC
3K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3420 3574 -4.31%
13F Shares 5.36B 5.80B -7.59%
Total Value $251.65B $310.82B -19.04%
New Positions 206 423 -217
Increased Positions 1335 1447 -112
Closed Positions 360 177 +183
Reduced Positions 1492 1308 +184
Total Calls 72 75 -4.0%
Total Puts 66 73 -9.59%
PUT/CALL Ratio 0.92 0.97 Neutral

Statistics: BAC

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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.

QUARTER:
Top 25 BAC holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Berkshire Hathaway Inc 9.52% 513,624,165 $25.04B
5 MFF Capital Investments Ltd 9.12% 2,841,547 $138.5M
6 General Pension Society PZU Joint Stock Co 7.26% 605,896 $29.5M
7 GoodHaven Capital Management, LLC 7.19% 423,479 $20.6M
8 Regal Partners Ltd 6.97% 2,630,869 $128.3M
9 Caldwell Investment Management Ltd. 6.49% 350,000 $16.6M
10 Teza Capital Management LLC 6.20% 34,717 $1.7M
11 Algebris (uk) Ltd 5.98% 1,699,886 $82.7M
12 Henson-Edgewater Management, LLC 5.84% 188,274 $9.2M
13 Prana Capital Management, LP 5.67% 3,824,154 $186.4M
14 Bretton Capital Management, LLC 5.62% 126,000 $6.1M
15 Udine Wealth Management, INC. 5.44% 228,448 $11.1M
16 Provident Living Financial Services, Inc. 5.42% 100,743 $4.9M
17 Morangie Management LLC 4.87% 108,576 $5.3M
18 Z3 Capital Partners, LLC 4.83% 365,295 $20.1M
19 R.m.sincerbeaux Capital Management LLC 4.71% 165,577 $8.1M
20 Tred Avon Family Wealth, LLC 4.64% 286,761 $14.0M
21 Himalaya Capital Management LLC 4.57% 2,997,987 $146.2M
22 Hoertkorn Richard Charles 4.53% 113,287 $5.5M
23 Boyar Asset Management INC. 4.47% 161,277 $7.9M
24 DCM Advisors, LLC 4.35% 196,037 $9.6M
25 Pb Investment Partners, L.P. 4.33% 112,745 $5.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BAC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BAC?

More sellers than buyers — 46% buying: Last quarter: 1,878 funds reduced or exited vs 1,597 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BAC holders?

Elite ownership — 55% AUM from top-100 funds: 71 of 3446 holders are among the 100 largest funds by AUM, controlling 55% 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?

72% of holders stayed for 2+ years: 2,498 out of 3,463 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.

Is it too late to buy Bank America Corp (BAC) following the 2026 Q1 hedge fund 13F filings?

As of today, BAC has moved +13.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of +8.7%. Since the quarter end (March 31, 2026), BAC has gained +14.9% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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