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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
FPI
201
Financial Plan Inc
Washington
$254K
CGA
202
Crescent Grove Advisors
Illinois
$253K
PCM
203
Pennsylvania Capital Management
Pennsylvania
$253K
AMIM
204
Aull & Monroe Investment Management
Alabama
$250K
OC
205
Oppenheimer & Co
New York
$243K +$252K +204 New
PFS
206
Prospera Financial Services
Texas
$243K
LF
207
LifeSteps Financial
California
$241K +$250K +202 New
BL
208
Balentine LLC
Georgia
$238K
SGK
209
Steigerwald Gordon & Koch
Virginia
$238K
Cohen & Steers
210
Cohen & Steers
New York
$238K
RSS
211
Rosenblum Silverman Sutton
California
$234K
SWA
212
Stratos Wealth Advisors
Ohio
$232K -$23.5K -19 -9%
TWM
213
Topsail Wealth Management
North Carolina
$225K
NCM
214
Northside Capital Management
Oregon
$220K
ATC
215
Argent Trust Co
Tennessee
$217K
BTC
216
Bank & Trust Company
Illinois
$217K
PWM
217
Perigon Wealth Management
California
$211K
OWP
218
Obermeyer Wealth Partners
Colorado
$205K
RBC
219
Romano Brothers & Co
Illinois
$203K
WLPWM
220
Walled Lake Planning & Wealth Management
Illinois
$203K
EM
221
Excalibur Management
Massachusetts
$200K -$30.9K -25 -13%
Bessemer Group
222
Bessemer Group
New Jersey
$197K +$204K +165 New
HCM
223
Hollencrest Capital Management
California
$167K
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$166K
AC
225
AlphaCore Capital
California
$158K -$40.8K -33 -20%