Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank of Amer Corp (BAC)

4K + 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
↑ +156
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — BAC

Based on 3628 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
3,628 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
+343 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.
🟡

Slight buying edge — 55% buying

1889 buying1567 selling
Last quarter: 1,889 funds bought or added vs 1,567 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 (+122 vs last Q)

new funds entering per quarter
Funds opening a new BAC position: 235 → 424 → 221 → 343. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 14% new
2,589 out of 3,628 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.
➡️

Steady discovery — ~343 new funds/quarter

294 → 235 → 424 → 221 → 343 new funds/Q
New funds entering each quarter: 235 → 424 → 221 → 343. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 16% newcomers

■ 73% veterans ■ 11% 1-2yr ■ 16% new
Entry-cohort mix of 3,762 holders: 2,748 (73%) are 2+ year veterans, 428 entered 1–2 years ago, and 586 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
75 of 3610 holders are among the 100 largest funds by AUM, controlling 68% 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.

Institutional Sentiment Summary — BAC

In 2026 Q2, 1889 hedge funds were net buyers of BAC (343 opened a new position, 1546 added to an existing one), while 1567 reduced or exited (1380 trimmed, 187 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 68% of total institutional value in BAC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +156 funds (more new holders than closures). Total institutional holders: 3628.

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 of Amer 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 Q2 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 June 30, 2026 · 82d ago
BAC
+1.3%
XLF
+4.2%

BAC outperformed XLF by -2.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
BAC
-10.0%
XLF
-4.0%

Since the filing became public, BAC outperformed XLF by -6.0% .

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.

96 top-rated funds 77 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
6.9
/ 10
conviction
Hedge Fund Positioning: BAC
4K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 3579 3472 3.08%
13F Shares 5.50B 5.48B 0.44%
Total Value $301.80B $256.48B 17.67%
New Positions 330 221 +109
Increased Positions 1506 1345 +161
Closed Positions 205 328 -123
Reduced Positions 1329 1516 -187
Total Calls 79 73 8.22%
Total Puts 68 68 -
PUT/CALL Ratio 0.86 0.93 Neutral

Statistics: BAC

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Institutional Holders (2026 Q2)

4K + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daily Journal Corp 44.40% 2,000,000 $114.0M
2 Salzhauer Michael 29.14% 1,495,610 $85.2M
3 Caldwell Investment Management Ltd. 13.85% 370,400 $21.1M
4 Spectrum Financial Alliance Ltd LLC 10.91% 1,300,644 $74.1M
5 Azora Capital LP 10.04% 4,182,530 $238.3M
6 MFF Capital Investments Ltd 9.82% 2,841,547 $161.9M
7 Berkshire Hathaway Inc 9.20% 483,394,015 $27.54B
8 Regal Partners Ltd 8.28% 2,630,869 $149.9M
9 Winning Points Advisors, LLC 7.88% 160,668 $7.9M
10 GoodHaven Capital Management, LLC 7.59% 423,479 $24.1M
11 Prana Capital Management, LP 6.21% 3,592,203 $204.7M
12 Henson-Edgewater Management, LLC 6.16% 182,474 $11.8M
13 Bretton Capital Management, LLC 5.73% 126,000 $7.2M
14 Udine Wealth Management, INC. 5.44% 232,035 $13.2M
15 Provident Living Financial Services, Inc. 5.33% 94,874 $5.4M
16 Morangie Management LLC 5.10% 107,797 $6.1M
17 R.m.sincerbeaux Capital Management LLC 5.02% 165,577 $9.4M
18 Tred Avon Family Wealth, LLC 5.00% 286,761 $16.3M
19 Basswood Capital Management, L.L.C. 4.77% 2,103,476 $119.9M
20 Boyar Asset Management INC. 4.60% 140,918 $8.0M
21 DCM Advisors, LLC 4.57% 203,369 $11.6M
22 Matthew Goff Investment Advisor, LLC 4.44% 462,000 $26.3M
23 Aldebaran Capital, LLC 4.36% 101,803 $5.8M
24 Pb Investment Partners, L.P. 4.28% 112,745 $6.4M
25 Hoertkorn Richard Charles 4.27% 111,887 $6.4M
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 of Amer Corp (BAC)

What does the Smart Money Trend signal show for BAC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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: 1,889 funds bought or added vs 1,567 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 — 68% AUM from top-100 funds: 75 of 3610 holders are among the 100 largest funds by AUM, controlling 68% 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?

71% of holders stayed for 2+ years: 2,589 out of 3,628 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 of Amer Corp (BAC) following the 2026 Q2 hedge fund 13F filings?

As of today, BAC has moved -10.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -6.0%. Since the quarter end (June 30, 2026), BAC has gained +1.3% vs +4.2% 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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