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Bank of America Series L

258 hedge funds and large institutions have $2.77B invested in Bank of America Series L in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
FFL
251
Financial Freedom LLC
Ohio
$6.4K
NSIM
252
North Star Investment Management
Illinois
$5.12K
NA
253
NewEdge Advisors
Louisiana
$5.12K
CIAS
254
Capital Investment Advisory Services
North Carolina
$5.12K
CFG
255
Chapman Financial Group
Hawaii
$5.12K
ACA
256
American Capital Advisory
Idaho
$3.84K
WTC
257
WhitTier Trust Company
Nevada
$3.79K
BCWM
258
Bartlett & Co Wealth Management
Ohio
$2.56K
GGI
259
Godsey & Gibb Inc
Virginia
$2.56K
TPCW
260
TD Private Client Wealth
New York
$1.28K
GRP
261
Global Retirement Partners
California
$1.28K
CF
262
Conquis Financial
California
$1.28K
SWM
263
Spire Wealth Management
Virginia
$1.28K
BTI
264
Blue Trust Inc
Georgia
$128
Lazard Asset Management
265
Lazard Asset Management
New York
$119
HSBC Holdings
266
HSBC Holdings
United Kingdom
WPP
267
Whalerock Point Partners
Rhode Island
DIA
268
Dana Investment Advisors
Wisconsin
HighTower Advisors
269
HighTower Advisors
Illinois
ACM
270
AlphaStar Capital Management
North Carolina
Jane Street
271
Jane Street
New York
SFA
272
Sequoia Financial Advisors
Ohio
TSS
273
Two Sigma Securities
New York
WW
274
Westshore Wealth
California
WAM
275
Warberg Asset Management
Illinois