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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
DADC
126
D.A. Davidson & Co
Montana
$829K
PWP
127
Principle Wealth Partners
Connecticut
$783K
DWT
128
Dorsey & Whitney Trust
South Dakota
$776K
BAM
129
BOS Asset Management
Illinois
$754K
CPBTD
130
Central Pacific Bank - Trust Division
Hawaii
$746K
VFA
131
Valeo Financial Advisors
Indiana
$703K
FFA
132
First Foundation Advisors
California
$688K
PAG
133
Private Advisor Group
New Jersey
$682K
TB
134
Terril Brothers
Missouri
$665K
Corient Private Wealth
135
Corient Private Wealth
Florida
$653K
Jones Financial Companies
136
Jones Financial Companies
Missouri
$636K
RFA
137
Resurgent Financial Advisors
Georgia
$629K
AAMC
138
Asset Allocation & Management Company
Illinois
$619K
Truist Financial
139
Truist Financial
North Carolina
$610K
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$603K
NCM
141
Novare Capital Management
North Carolina
$601K
CAM
142
Cresset Asset Management
Illinois
$595K
WC
143
Waterloo Capital
Texas
$593K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$592K
William Blair & Company
145
William Blair & Company
Illinois
$589K
BIMC
146
Benson Investment Management Company
Virginia
$566K
JIC
147
JRM Investment Counsel
Nebraska
$549K
RBFC
148
Roman Butler Fullerton & Co
Missouri
$542K
RIL
149
Rothschild Investment LLC
Illinois
$541K
IAS
150
Insigneo Advisory Services
Florida
$535K