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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
HIMS
251
Hager Investment Management Services
New Hampshire
$29.8K
CBT
252
Crews Bank & Trust
Florida
$29.8K
RF
253
Rossby Financial
Florida
$27.1K
VEA
254
Virtus ETF Advisers
New York
$26.2K
PIA
255
Powell Investment Advisors
Florida
$23.8K
PB
256
Prosperity Bancshares
Texas
$19.1K
CCC
257
Chelsea Counsel Company
California
$17.9K
CB
258
CNB Bank
Pennsylvania
$14.3K
HI
259
Harbour Investments
Wisconsin
$14.3K +$14.8K +12 New
KFAS
260
Keating Financial Advisory Services
Kansas
$13.1K +$13.6K +11 New
BF
261
BOK Financial
Oklahoma
$11.9K +$12.4K +10 New
HPBT
262
Hickory Point Bank & Trust
Illinois
$9.53K +$9.9K +8 New
FM
263
Family Management
New York
$7.15K
CT
264
Caldwell Trust
Florida
$5.96K
CFFP
265
Center for Financial Planning
Michigan
$5.96K
CFG
266
Chapman Financial Group
Hawaii
$4.77K
CIAS
267
Capital Investment Advisory Services
North Carolina
$4.77K
NSIM
268
North Star Investment Management
Illinois
$4.77K
ACA
269
American Capital Advisory
Idaho
$3.58K
WTC
270
WhitTier Trust Company
Nevada
$3.56K
CF
271
Conquis Financial
California
$1.22K
SWM
272
Spire Wealth Management
Virginia
$1.19K
TPCW
273
TD Private Client Wealth
New York
$1.19K
Lazard Asset Management
274
Lazard Asset Management
New York
$109
SA
275
Stonebridge Advisors
Connecticut
-$57.4M -188,490 Closed