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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
UBS Group
26
UBS Group
Switzerland
$20.9M +$12.4M +10,020 +133%
SIM
27
SSI Investment Management
California
$19.4M +$525K +424 +3%
EHC
28
Everett Harris & Co
California
$16.9M -$823K -665 -4%
P8IP
29
Pier 88 Investment Partners
California
$16.3M -$458K -370 -3%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$15.8M -$168K -136 -1%
PM
31
Phraction Management
Connecticut
$14.6M +$2.09M +1,686 +16%
JP Morgan Chase
32
JP Morgan Chase
New York
$14.3M -$3.03M -2,447 -17%
Franklin Resources
33
Franklin Resources
California
$13.5M +$495K +400 +4%
CL
34
CSS LLC
Illinois
$12.3M -$16.5M -13,347 -56%
NEAM
35
New England Asset Management
Connecticut
$11.2M
SM
36
Skaana Management
New York
$10.4M +$10.9M +8,822 New
LPL Financial
37
LPL Financial
California
$9.91M +$1.21M +978 +13%
AllianceBernstein
38
AllianceBernstein
Tennessee
$9.72M -$204K -165 -2%
RA
39
Rational Advisors
New York
$9.59M
CI
40
Conning Inc
Connecticut
$8.62M +$1.24M +1,000 +16%
Nomura Holdings
41
Nomura Holdings
Japan
$8.55M +$8.87M +7,172 New
IA
42
Icon Advisers
Colorado
$8.54M +$2.51M +2,027 +39%
Raymond James Financial
43
Raymond James Financial
Florida
$8.46M -$189K -153 -2%
RCM
44
RB Capital Management
Nevada
$8.41M +$127K +103 +1%
Bank of America
45
Bank of America
North Carolina
$7.61M +$2.48M +2,004 +46%
SWP
46
Stratos Wealth Partners
Ohio
$7.43M +$297K +240 +4%
XWM
47
Xcel Wealth Management
Florida
$6.98M +$328K +265 +5%
WPP
48
Whalerock Point Partners
Rhode Island
$6.32M +$1.11M +900 +20%
Universal-Beteiligungs- und Servicegesellschaft
49
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.19M +$1.98M +1,600 +45%
Stifel Financial
50
Stifel Financial
Missouri
$6.1M +$480K +388 +8%