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Bank of America Series L

261 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$1.3M
SCM
102
Schnieders Capital Management
California
$1.27M
CFS
103
Coordinated Financial Services
Colorado
$1.25M
PH
104
Pinnacle Holdings
Oklahoma
$1.21M
SC
105
Scotia Capital
Ontario, Canada
$1.2M
HPWM
106
High Point Wealth Management
New Jersey
$1.2M
1WA
107
180 Wealth Advisors
Washington
$1.13M
Osaic Holdings
108
Osaic Holdings
Arizona
$1.12M
EPW
109
Evolve Private Wealth
California
$1.11M
MIA
110
MeadowBrook Investment Advisors
Michigan
$1.09M
Baird Financial Group
111
Baird Financial Group
Wisconsin
$1.09M
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M
SAMC
113
Spectrum Asset Management (Connecticut)
Connecticut
$1.07M
PIM
114
Penobscot Investment Management
Massachusetts
$1.06M
US Bancorp
115
US Bancorp
Minnesota
$988K
MWP
116
Momentum Wealth Planning
Florida
$985K
AF
117
Apollon Financial
South Carolina
$961K
TS
118
Tamar Securities
California
$957K
UB
119
UMB Bank
Missouri
$951K
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$947K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$934K
VAM
122
Virtue Asset Management
Illinois
$922K
WB
123
Webster Bank
Connecticut
$891K
P
124
&Partners
Tennessee
$870K
WIA
125
Wetzel Investment Advisors
Indiana
$834K