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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
MA
76
Montag & Associates
Georgia
$2.57M -$442K -357 -14%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$2.56M -$1.21M -980 -31%
LA
78
LexAurum Advisors
Kansas
$2.54M +$2.64M +2,132 New
ALC
79
Alexander Labrunerie & Co
Missouri
$2.46M -$92.8K -75 -4%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$2.45M -$194K -157 -7%
PWP
81
Private Wealth Partners
California
$2.38M
NAMI
82
Nomura Asset Management International
Pennsylvania
$2.38M
SCA
83
Snowden Capital Advisors
New York
$2.34M +$516K +417 +27%
UIC
84
Uniplan Investment Counsel
Wisconsin
$2.28M -$145K -117 -6%
SWM
85
Shrier Wealth Management
California
$2.06M +$37.1K +30 +2%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$2.03M -$2.53M -2,045 -55%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$1.87M
EIA
88
Edgemoor Investment Advisors
Maryland
$1.87M -$14.8K -12 -0.8%
SL
89
Summitry LLC
California
$1.85M -$82.9K -67 -4%
CRC
90
Curi RMB Capital
Illinois
$1.79M -$124K -100 -6%
WAM
91
Warberg Asset Management
Illinois
$1.79M +$776K +627 +72%
Jane Street
92
Jane Street
New York
$1.73M +$1.6M +1,290 +787%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$1.57M +$6.19K +5 +0.4%
SEI Investments
94
SEI Investments
Pennsylvania
$1.56M -$166K -134 -9%
JSL
95
JT Stratford LLC
Georgia
$1.54M -$45.8K -37 -3%
DWM
96
Diversify Wealth Management
Utah
$1.53M +$1.54M +1,245 New
DAS
97
Diversify Advisory Services
Utah
$1.49M +$6.19K +5 +0.4%
AC
98
Apella Capital
Connecticut
$1.48M +$1.49M +1,205 New
UBP
99
Union Bancaire Privee
Switzerland
$1.45M
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$1.37M -$118K -95 -8%