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Bank of America Series L

266 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, 56 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

20.45% less ownership

Funds ownership: 240.83%220.38% (-20%)

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 90

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
Deutsche Bank
251
Deutsche Bank
Germany
$17K
CB
252
CNB Bank
Pennsylvania
$14.6K
CT
253
Caldwell Trust
Florida
$10.9K
MYIA
254
Mount Yale Investment Advisors
Colorado
$9.7K
1L
255
10Elms LLP
Oklahoma
$7.28K
FM
256
Family Management
New York
$7.28K
PS
257
Principal Securities
Iowa
$6.07K
CFFP
258
Center for Financial Planning
Michigan
$6.07K
NSIM
259
North Star Investment Management
Illinois
$4.85K
CIAS
260
Capital Investment Advisory Services
North Carolina
$4.85K
NA
261
NewEdge Advisors
Louisiana
$4.85K
CFG
262
Chapman Financial Group
Hawaii
$4.85K
FFA
263
Farther Finance Advisors
California
$3.64K
ACA
264
American Capital Advisory
Idaho
$3.64K
WTC
265
WhitTier Trust Company
Nevada
$3.64K
BCWM
266
Bartlett & Co Wealth Management
Ohio
$2.43K
BCMLT
267
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43K
TPCW
268
TD Private Client Wealth
New York
$2.43K
CF
269
Conquis Financial
California
$1.21K
SWM
270
Spire Wealth Management
Virginia
$1.21K
GRP
271
Global Retirement Partners
California
$1.21K
MFA
272
McClarren Financial Advisors
Pennsylvania
IC
273
Inscription Capital
Texas
NPF
274
Norris Perne & French
Michigan
ISWM
275
Independent Solutions Wealth Management
New York