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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
SC
251
SouthState Corp
Florida
$12.3K +$12.3K +10 New
MFA
252
McClarren Financial Advisors
Pennsylvania
$12K +$1.52M +1,234 New
CT
253
Caldwell Trust
Florida
$11.1K +$11.1K +9 New
1L
254
10Elms LLP
Oklahoma
$7.41K
CFFP
255
Center for Financial Planning
Michigan
$6.17K
CIAS
256
Capital Investment Advisory Services
North Carolina
$4.94K
NA
257
NewEdge Advisors
Louisiana
$4.94K
NSIM
258
North Star Investment Management
Illinois
$4.94K
ACA
259
American Capital Advisory
Idaho
$3.7K
WTC
260
WhitTier Trust Company
Nevada
$3.7K +$3.68K +3 New
BCWM
261
Bartlett & Co Wealth Management
Ohio
$2.47K
BCMLT
262
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.47K
CF
263
Conquis Financial
California
$1.24K
TPCW
264
TD Private Client Wealth
New York
$1.24K
SWM
265
Spire Wealth Management
Virginia
$1.24K +$1.23K +1 New
HF
266
HRT Financial
New York
-$1.41M -1,156 Closed
FHB
267
First Hawaiian Bank
Hawaii
-$828K -679 Closed
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
-$303K -248 Closed
LFAS
269
Level Four Advisory Services
Texas
-$210K -172 Closed
EFS
270
Essex Financial Services
Connecticut
-$201K -165 Closed
FFA
271
Founders Financial Alliance
North Carolina
-$113K -92 Closed
BTI
272
Blue Trust Inc
Georgia
-$76.8K -63 Closed
LDB
273
Lee, Danner & Bass
Tennessee
-$71.9K -59 Closed
VHAM
274
Van Hulzen Asset Management
California
-$45.4K -37 Closed
Mirae Asset Global Investments
275
Mirae Asset Global Investments
South Korea
-$27 -33 Closed