We are live on ! Find out more
BAC.PRL icon

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
IC
176
IEQ Capital
California
$403K +$27.2K +22 +7%
KFS
177
Kaizen Financial Strategies
California
$396K +$6.19K +5 +2%
SCM
178
SCS Capital Management
Massachusetts
$387K -$22.3K -18 -5%
GCIA
179
Gabelli & Co Investment Advisers
New York
$387K
CWM
180
Calamos Wealth Management
Illinois
$381K +$7.42K +6 +2%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$380K -$178K -144 -31%
WT
182
Whittier Trust
California
$379K +$55.7K +45 +16%
PI
183
PFG Investments
New York
$374K +$2.48K +2 +0.6%
RMDI
184
R.M. Davis Inc
Maine
$369K
ICM
185
Islay Capital Management
Texas
$357K
MG
186
Marex Group
$357K +$371K +300 New
OA
187
Oxbow Advisors
Texas
$345K -$49.5K -40 -12%
WW
188
Westshore Wealth
California
$330K -$12.4K -10 -3%
Citigroup
189
Citigroup
New York
$330K +$334K +270 +3,857%
OIA
190
OneDigital Investment Advisors
Kansas
$321K
GGS
191
Galvin Gaustad & Stein
Arizona
$317K -$218K -176 -40%
SA
192
SJBenen ADVISORY
North Carolina
$315K
EAM
193
Evanson Asset Management
California
$299K
OAM
194
Oppenheimer Asset Management
New York
$297K +$308K +249 New
Creative Planning
195
Creative Planning
Kansas
$294K +$30.9K +25 +11%
AF
196
Allworth Financial
California
$279K +$174K +141 +152%
VCWA
197
Vanguard Capital Wealth Advisors
Colorado
$274K
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K
WS
199
Wedbush Securities
California
$265K -$220K -178 -45%
KAM
200
Knightsbridge Asset Management
California
$260K +$270K +218 New