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Bank of America Series L

268 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4% more funds holding

Funds holding: 257268 (+11)

3% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 70

6% less capital invested

Capital invested by funds: $2.28B → $2.15B (-$126M)

7.7% less ownership

Funds ownership: 211.29%203.59% (-7.7%)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
29
Increased
68
Reduced
70
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$155K +$7.42K +6 +5%
WSFS
227
Wilmington Savings Fund Society
Delaware
$138K
AWM
228
Angeles Wealth Management
California
$119K
PTC
229
Private Trust Company
Ohio
$118K
FFA
230
Founders Financial Alliance
North Carolina
$115K +$119K +96 New
MCM
231
MAI Capital Management
Ohio
$108K -$1.24K -1 -1%
BBHC
232
Brown Brothers Harriman & Co
New York
$101K
SPIA
233
Steward Partners Investment Advisory
New York
$100K +$29.7K +24 +40%
CA
234
CoreCap Advisors
Michigan
$96.6K -$6.19K -5 -6%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$67.9K
EWA
236
EverSource Wealth Advisors
Alabama
$59.6K
SA
237
SRH Advisors
Kansas
$59.6K
CT
238
Colonial Trust
South Carolina
$54.8K
ASN
239
Advisory Services Network
Georgia
$54.8K +$56.9K +46 New
PA
240
Parallel Advisors
California
$51.2K -$12.4K -10 -19%
ST
241
Smithfield Trust
Pennsylvania
$49K +$50.7K +41 New
QC
242
Quent Capital
New York
$47.7K
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$46.4K
ATPW
244
Ashton Thomas Private Wealth
Arizona
$44.1K +$45.8K +37 New
FFA
245
Farther Finance Advisors
California
$41.3K
CTA
246
Colonial Trust Advisors
South Carolina
$40.5K
AF
247
Alerus Financial
North Dakota
$35.7K
HR
248
Howe & Rusling
New York
$33.4K
DWM
249
Darwin Wealth Management
Florida
$31K
GBT
250
Grove Bank & Trust
Florida
$29.8K