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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
Wellington Management Group
51
Wellington Management Group
Massachusetts
$5.98M -$48.3M -39,043 -89%
Verition Fund Management
52
Verition Fund Management
Connecticut
$5.93M
EP
53
EPIQ Partners
Minnesota
$5.93M -$12.4K -10 -0.2%
HCM
54
Hudson Capital Management
New Jersey
$5.8M +$233K +188 +4%
CS
55
Cannell & Spears
New York
$5.66M +$5.88M +4,753 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$5.38M -$81.7M -66,000 -1%
AAI
57
Aequim Alternative Investments
California
$5.09M +$5.29M +4,279 New
LTI
58
Laffer Tengler Investments
Tennessee
$5.09M +$1.15M +930 +28%
AAS
59
Ameritas Advisory Services
Nebraska
$4.57M -$58.2K -47 -1%
PCM
60
Palisade Capital Management
New Jersey
$4.53M -$609K -492 -12%
PWS
61
Peloton Wealth Strategists
Indiana
$4.34M +$247K +200 +6%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$4.16M
SSWG
63
Seven Springs Wealth Group
Tennessee
$4.03M +$241K +195 +6%
CCM
64
Cutler Capital Management
Massachusetts
$4M +$4.15M +3,355 New
KAS
65
Kestra Advisory Services
Texas
$3.93M -$63.1K -51 -2%
LSPW
66
Lake Street Private Wealth
Illinois
$3.43M -$11.1K -9 -0.3%
WAM
67
Wolverine Asset Management
Illinois
$3.33M -$511K -413 -13%
AM
68
AGF Management
Ontario, Canada
$2.98M
MTIM
69
Marathon Trading Investment Management
Pennsylvania
$2.94M
Mariner
70
Mariner
Kansas
$2.91M +$1.24K +1 +0%
SC
71
Searle & Co
Connecticut
$2.91M +$3.02M +2,441 New
Neuberger Berman Group
72
Neuberger Berman Group
New York
$2.91M -$43.3K -35 -1%
KIA
73
KCM Investment Advisors
California
$2.78M -$134K -108 -4%
AUIM
74
Aegon USA Investment Management
Iowa
$2.68M
FCMC
75
Founders Capital Management (Connecticut)
Connecticut
$2.64M -$18.6K -15 -0.7%