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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
WB
126
Webster Bank
Connecticut
$891K
P
127
&Partners
Tennessee
$870K -$181K -146 -17%
WIA
128
Wetzel Investment Advisors
Indiana
$834K
DADC
129
D.A. Davidson & Co
Montana
$829K +$105K +85 +14%
PWP
130
Principle Wealth Partners
Connecticut
$783K +$12.4K +10 +2%
DWT
131
Dorsey & Whitney Trust
South Dakota
$776K
BAM
132
BOS Asset Management
Illinois
$754K
CPBTD
133
Central Pacific Bank - Trust Division
Hawaii
$746K
VFA
134
Valeo Financial Advisors
Indiana
$703K
FFA
135
First Foundation Advisors
California
$688K
PAG
136
Private Advisor Group
New Jersey
$682K +$21K +17 +3%
TB
137
Terril Brothers
Missouri
$665K
Corient Private Wealth
138
Corient Private Wealth
Florida
$653K -$678K -548 -50%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$636K +$70.5K +57 +12%
RFA
140
Resurgent Financial Advisors
Georgia
$629K +$2.48K +2 +0.4%
AAMC
141
Asset Allocation & Management Company
Illinois
$619K
Truist Financial
142
Truist Financial
North Carolina
$610K -$6.44M -5,206 -91%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$603K -$220K -178 -26%
NCM
144
Novare Capital Management
North Carolina
$601K
CAM
145
Cresset Asset Management
Illinois
$595K
WC
146
Waterloo Capital
Texas
$593K +$3.71K +3 +0.6%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$592K -$2.48K -2 -0.4%
William Blair & Company
148
William Blair & Company
Illinois
$589K -$29.7K -24 -5%
BIMC
149
Benson Investment Management Company
Virginia
$566K +$588K +475 New
AWA
150
Arkadios Wealth Advisors
Georgia
$565K -$1.28M -1,033 -69%