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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
SGK
201
Steigerwald Gordon & Koch
Virginia
$238K
BL
202
Balentine LLC
Georgia
$238K
Cohen & Steers
203
Cohen & Steers
New York
$238K
RSS
204
Rosenblum Silverman Sutton
California
$234K
SWA
205
Stratos Wealth Advisors
Ohio
$232K
TWM
206
Topsail Wealth Management
North Carolina
$225K
NCM
207
Northside Capital Management
Oregon
$220K
BTC
208
Bank & Trust Company
Illinois
$217K
ATC
209
Argent Trust Co
Tennessee
$217K
PWM
210
Perigon Wealth Management
California
$211K
OWP
211
Obermeyer Wealth Partners
Colorado
$205K
RBC
212
Romano Brothers & Co
Illinois
$203K
WLPWM
213
Walled Lake Planning & Wealth Management
Illinois
$203K
EM
214
Excalibur Management
Massachusetts
$200K
Bessemer Group
215
Bessemer Group
New Jersey
$197K
HCM
216
Hollencrest Capital Management
California
$167K
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$166K
AC
218
AlphaCore Capital
California
$158K
IA
219
IFP Advisors
Florida
$155K
WSFS
220
Wilmington Savings Fund Society
Delaware
$138K
AWM
221
Angeles Wealth Management
California
$119K
PTC
222
Private Trust Company
Ohio
$118K
FFA
223
Founders Financial Alliance
North Carolina
$115K
MCM
224
MAI Capital Management
Ohio
$108K
BBHC
225
Brown Brothers Harriman & Co
New York
$101K