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Bank of America Series L

265 hedge funds and large institutions have $2.25B invested in Bank of America Series L in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 260265 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less capital invested

Capital invested by funds: $2.3B → $2.25B (-$50.4M)

22.2% less ownership

Funds ownership: 240.83%218.63% (-22%)

39% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 90

Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
24
Increased
55
Reduced
90
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$87.3K -$1.18K -1 -1%
SPIA
227
Steward Partners Investment Advisory
New York
$83.7K -$33K -28 -29%
EWA
228
EverSource Wealth Advisors
Alabama
$60.6K
SA
229
SRH Advisors
Kansas
$60.6K
CT
230
Colonial Trust
South Carolina
$55.8K
NS
231
NBC Securities
Alabama
$55K -$4.72K -4 -8%
LCM
232
Logan Capital Management
Pennsylvania
$53.3K
PA
233
Parallel Advisors
California
$52.2K
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$49.7K
BMM
235
Berkshire Money Management
Massachusetts
$48.5K +$47.2K +40 New
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$47.3K
CTA
237
Colonial Trust Advisors
South Carolina
$41.2K
WT
238
Whittier Trust
California
$36.4K -$59K -50 -63%
AF
239
Alerus Financial
North Dakota
$36.4K +$35.4K +30 New
DWM
240
Darwin Wealth Management
Florida
$31.5K -$15.3K -13 -33%
CBT
241
Crews Bank & Trust
Florida
$30.3K
GBT
242
Grove Bank & Trust
Florida
$30.3K
HIMS
243
Hager Investment Management Services
New Hampshire
$30.3K
GWM
244
Geneos Wealth Management
Colorado
$27.9K -$54.3K -46 -67%
VEA
245
Virtus ETF Advisers
New York
$26.7K
HNB
246
Huntington National Bank
Ohio
$26.6K -$3.54K -3 -12%
HWA
247
HHM Wealth Advisors
Tennessee
$24.3K
PIA
248
Powell Investment Advisors
Florida
$24.3K
GA
249
GoalVest Advisory
New York
$23K
CCC
250
Chelsea Counsel Company
California
$18.2K