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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
HNB
101
Huntington National Bank
Ohio
$1.35M +$1.35M +1,087 +2,218%
CPW
102
Cove Private Wealth
New York
$1.33M
MFG
103
Magnus Financial Group
New York
$1.32M -$339K -274 -20%
Goldman Sachs
104
Goldman Sachs
New York
$1.3M
SCM
105
Schnieders Capital Management
California
$1.27M
CFS
106
Coordinated Financial Services
Colorado
$1.25M +$3.71K +3 +0.3%
PH
107
Pinnacle Holdings
Oklahoma
$1.21M -$12.4M -10,003 -91%
SC
108
Scotia Capital
Ontario, Canada
$1.2M +$1.24K +1 +0.1%
HPWM
109
High Point Wealth Management
New Jersey
$1.2M +$186K +150 +17%
1WA
110
180 Wealth Advisors
Washington
$1.13M +$1.24K +1 +0.1%
Osaic Holdings
111
Osaic Holdings
Arizona
$1.12M -$277K -224 -19%
EPW
112
Evolve Private Wealth
California
$1.11M
MIA
113
MeadowBrook Investment Advisors
Michigan
$1.09M +$89.1K +72 +9%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$1.09M -$44.5K -36 -4%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M +$561K +453 +100%
SAMC
116
Spectrum Asset Management (Connecticut)
Connecticut
$1.07M
PIM
117
Penobscot Investment Management
Massachusetts
$1.06M
US Bancorp
118
US Bancorp
Minnesota
$988K
MWP
119
Momentum Wealth Planning
Florida
$985K -$17.3K -14 -2%
AF
120
Apollon Financial
South Carolina
$961K -$142K -115 -12%
TS
121
Tamar Securities
California
$957K +$3.71K +3 +0.4%
UB
122
UMB Bank
Missouri
$951K
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$947K +$161K +130 +20%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$934K -$275K -222 -22%
VAM
125
Virtue Asset Management
Illinois
$922K