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Bank of America Series L

260 hedge funds and large institutions have $2.3B invested in Bank of America Series L in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more capital invested

Capital invested by funds: $2.26B → $2.3B (+$41.8M)

1% more funds holding

Funds holding: 258260 (+2)

8.11% less ownership

Funds ownership: 248.94%240.83% (-8.1%)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

Holders
260
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
21
Increased
65
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
SRH Advisors
Kansas
$61.7K
NS
227
NBC Securities
Alabama
$60K +$60.2K +49 New
CT
228
Colonial Trust
South Carolina
$56.8K
LWANC
229
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.6K
LCM
230
Logan Capital Management
Pennsylvania
$54.4K
PA
231
Parallel Advisors
California
$53.1K
PWAM
232
Private Wealth Asset Management
Iowa
$51.9K +$51.6K +42 New
TCOV
233
Trust Company of Vermont
Vermont
$49.5K
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$48.1K
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$47.8K
DWM
236
Darwin Wealth Management
Florida
$47.5K
CTA
237
Colonial Trust Advisors
South Carolina
$42K
CBT
238
Crews Bank & Trust
Florida
$30.9K
HNB
239
Huntington National Bank
Ohio
$30.9K
GBT
240
Grove Bank & Trust
Florida
$30.9K
HIMS
241
Hager Investment Management Services
New Hampshire
$30.9K
VEA
242
Virtus ETF Advisers
New York
$27.2K
HWA
243
HHM Wealth Advisors
Tennessee
$24.7K
CCM
244
Coldstream Capital Management
Washington
$24.7K +$24.6K +20 New
PIA
245
Powell Investment Advisors
Florida
$24.7K
GA
246
GoalVest Advisory
New York
$23.5K
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$19K
CCC
248
Chelsea Counsel Company
California
$18.5K
CB
249
CNB Bank
Pennsylvania
$14.8K
RCM
250
Ravenstone Capital Management
$14.8K +$14.7K +12 New