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Bank of America Series L

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