BAC.PRL icon

Bank of America Series L

260 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 18 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 21 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)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

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