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Bank of America Series L

257 hedge funds and large institutions have $2.28B invested in Bank of America Series L in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% less funds holding

Funds holding: 259257 (-2)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less capital invested

Capital invested by funds: $2.77B → $2.28B (-$493M)

271.11% less ownership

Funds ownership: 482.4%211.29% (-271%)

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
19
Increased
74
Reduced
69
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
251
Center for Financial Planning
Michigan
$6.26K
CIAS
252
Capital Investment Advisory Services
North Carolina
$5.01K
CFG
253
Chapman Financial Group
Hawaii
$5.01K
NSIM
254
North Star Investment Management
Illinois
$5.01K
CIA
255
Cape Investment Advisory
Georgia
$5.01K +$5.04K +4 New
WTC
256
WhitTier Trust Company
Nevada
$3.78K
ACA
257
American Capital Advisory
Idaho
$3.76K
GRP
258
Global Retirement Partners
California
$3.76K +$2.52K +2 +200%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$2.54K
CF
260
Conquis Financial
California
$1.25K
SWM
261
Spire Wealth Management
Virginia
$1.25K
TPCW
262
TD Private Client Wealth
New York
$1.25K
BTI
263
Blue Trust Inc
Georgia
$125
Lazard Asset Management
264
Lazard Asset Management
New York
$117
Lido Advisors
265
Lido Advisors
California
-$2.61M -47,476 Closed
Millennium Management
266
Millennium Management
New York
-$38.5K -30,000 Closed
LF
267
Lee Financial
Texas
-$2.34M -1,828 Closed
EH
268
Equitable Holdings
New York
-$561K -438 Closed
OC
269
Oppenheimer & Co
New York
-$493K -385 Closed
OAM
270
Oppenheimer Asset Management
New York
-$280K -219 Closed
Kovitz Investment Group Partners
271
Kovitz Investment Group Partners
Illinois
-$230K -180 Closed
PHS
272
Pekin Hardy Strauss
Illinois
-$228K -178 Closed
FFA
273
Founders Financial Alliance
North Carolina
-$121K -95 Closed
LCM
274
Logan Capital Management
Pennsylvania
-$56.3K -44 Closed
Mirae Asset Global Investments
275
Mirae Asset Global Investments
South Korea
-$44.8K -35 Closed