Markets BAC

See Which Recent 13F Filers Hold BAC

At Holdings Channel, we have reviewed the latest batch of the 92 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Bank of America Corp (Symbol: BAC) was held by 34 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in BAC positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
UBS Group AG Existing -2,881,385+$27,568
Caprock Group LLC Existing +8,330+$2,163
Wealth Architects LLC Existing -147+$235
BTC Capital Management Inc. Existing -200+$75
Stratos Wealth Partners LTD. Existing +13,186+$3,419
Fragasso Financial Advisors Inc Existing -635+$242
Ironsides Asset Advisors LLC Existing UNCH+$767
Compagnie Lombard Odier SCmA Existing -1,362,876-$52,778
Tradewinds Capital Management LLC Existing -89+$88
HighPoint Advisor Group LLC Existing -1,452+$477
Garde Capital Inc. Existing +367+$131
One River Asset Management LLC Existing -6,853-$345
Raab & Moskowitz Asset Management LLC Existing -1,392+$531
Pacer Advisors Inc. Existing -177,250-$4,632
Cardano Risk Management B.V. Existing -26,978+$20,307
RiverGlades Family Offices LLC Existing +50+$80
Compass Ion Advisors LLC Existing -172+$28
Merit Financial Group LLC Existing +21,684+$3,556
Richardson Capital Management LLC Existing UNCH+$5
Infrastructure Capital Advisors LLC NEW +108,548+$6,185
Gill Capital Partners LLC Existing +100+$27
McNamara Financial Services Inc. Existing UNCH+$47
Alliance Wealth Management Group Existing UNCH+$88
Financial Consulate Inc. Existing +181+$48
Argent Trust Co Existing -1,545+$2,338
Arvest Bank Trust Division Existing -3,363+$1,573
Gibraltar Capital Management Inc. Existing +796+$1,065
Nixon Peabody Trust Co. Existing -11,724+$1,415
Palladiem LLC Existing -1,660-$77
Northwestern Mutual Investment Management Company LLC Existing -2,992+$1,576
AIMZ Investment Advisors LLC Existing -1,000+$77
Northside Capital Management LLC Existing -116+$2,074
JRM Investment Counsel LLC Existing +5+$35
Dakota Wealth Management Existing +197,838+$12,891
Aggregate Change: -4,130,744+$31,279

In terms of shares owned, we count 10 of the above funds having increased existing BAC positions from 03/31/2026 to 06/30/2026, with 19 having decreased their positions and 1 new position.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the BAC share count in the aggregate among all of the funds which held BAC at the 06/30/2026 reporting period (out of the 8,814 we looked at in total). We then compared that number to the sum total of BAC shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for BAC. We found that between these two periods, funds reduced their holdings by 2,605,749,913 shares in the aggregate, from 5,314,157,564 down to 2,708,407,651 for a share count decline of approximately -49.03%. The overall top three funds holding BAC on 06/30/2026 were:

»FundShares of BAC Held
1.Berkshire Hathaway Inc 483,394,015
2.State Street Corp 299,782,707
3.FMR LLC 189,182,396
4-10Find out the full Top 10 Hedge Funds Holding BAC»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Bank of America Corp (Symbol: BAC).

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Further BAC Research:

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