13F Insight
DOSSIER · 13F Holders · Q1 2026
BAC 0.6 05/25/27 MTN

BofA Finance LLC

29 institutions still hold BofA Finance LLC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09709UV70·29 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$607M
visible holders
Holders
29
filers reporting
Concentration
25.74%
Hudson Bay Capital Management LP #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported BAC 0.6 05/25/27 MTN in Q1 2026. Hudson Bay Capital Management LP leads at 25.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hudson Bay Capital Management LP
CIK 0001393825
$156M130.3M0.54%Q1 202602
TPG GP A, LLC
CIK 0001903793
$68M56.6M1.84%Q1 202603
Calamos Advisors LLC
CIK 0001316507
$50M41.7M0.18%Q1 202604
HIGHBRIDGE CAPITAL MANAGEMENT LLC
CIK 0000919185
$49M41.2M1.58%Q1 202605
DLD Asset Management, LP
CIK 0001578299
$45M37.5M4.11%Q1 202606
ZAZOVE ASSOCIATES LLC
CIK 0001009012
$40M32.0M3.29%Q2 202607
BANK OF MONTREAL /CAN/
CIK 0000927971
$31M26.0M0.01%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$30M25.7M0.00%Q1 202609
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$24M20.0M0.01%Q1 202610
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$23M19.0M0.02%Q1 202611
M&G Plc
CIK 0001802539
$15M12.6M0.08%Q1 202612
SHENKMAN CAPITAL MANAGEMENT INC
CIK 0001275228
$15M12.3M1.79%Q1 202613
Point72 Asset Management, L.P.
CIK 0001603466
$12M10.3M0.02%Q1 202614
INCOME RESEARCH & MANAGEMENT
CIK 0001165830
$12M9.8M6.95%Q1 202615
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$8M6.8M0.23%Q1 202616
STATE STREET CORP
CIK 0000093751
$8M6.4M0.00%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M5.0M0.00%Q1 202618
NOMURA ASSET MANAGEMENT CO LTD
CIK 0001055964
$6M5.0M0.02%Q1 202619
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$5M4.1M0.34%Q1 202620
Delaware Management Holdings, Inc.
CIK 0000921739
$4M3.0M0.01%Q1 2026
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