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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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

263.77% more ownership

Funds ownership: 218.63%482.4% (+264%)

23% more capital invested

Capital invested by funds: $2.25B → $2.77B (+$520M)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

2% less funds holding

Funds holding: 265259 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
259
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
17
Increased
63
Reduced
68
Closed
21
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 +$6.21K +5 New
CIAS
253
Capital Investment Advisory Services
North Carolina
$5.12K
CFG
254
Chapman Financial Group
Hawaii
$5.12K
NA
255
NewEdge Advisors
Louisiana
$5.12K
NSIM
256
North Star Investment Management
Illinois
$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 +$2.48K +2 New
TPCW
261
TD Private Client Wealth
New York
$1.28K -$1.24K -1 -50%
CF
262
Conquis Financial
California
$1.28K
GRP
263
Global Retirement Partners
California
$1.28K
SWM
264
Spire Wealth Management
Virginia
$1.28K
BTI
265
Blue Trust Inc
Georgia
$128
Lazard Asset Management
266
Lazard Asset Management
New York
$119 -$5.59M -4,503 Closed
HSBC Holdings
267
HSBC Holdings
United Kingdom
-$4.36M -3,597 Closed
WPP
268
Whalerock Point Partners
Rhode Island
-$3.54M -2,915 Closed
DIA
269
Dana Investment Advisors
Wisconsin
-$1.13M -932 Closed
HighTower Advisors
270
HighTower Advisors
Illinois
-$1.06M -874 Closed
ACM
271
AlphaStar Capital Management
North Carolina
-$985K -812 Closed
Jane Street
272
Jane Street
New York
-$941K -776 Closed
SFA
273
Sequoia Financial Advisors
Ohio
-$685K -565 Closed
TSS
274
Two Sigma Securities
New York
-$613K -505 Closed
WAM
275
Warberg Asset Management
Illinois
-$364K -300 Closed