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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
SIM
26
SSI Investment Management
California
$20.3M -$209K -170 -1%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$19.9M
ACM
28
Advisors Capital Management
New Jersey
$19.1M +$7.39M +6,015 +64%
EHC
29
Everett Harris & Co
California
$18.8M -$49.1K -40 -0.3%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$18.3M -$874K -712 -5%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$15.3M +$528K +430 +4%
UBS Group
32
UBS Group
Switzerland
$15.3M +$7.71M +6,279 +103%
PM
33
Phraction Management
Connecticut
$13.8M
Franklin Resources
34
Franklin Resources
California
$12.7M +$2.91M +2,368 +30%
NEAM
35
New England Asset Management
Connecticut
$11.6M
AllianceBernstein
36
AllianceBernstein
Tennessee
$11.2M -$1.53M -1,250 -12%
LPL Financial
37
LPL Financial
California
$9.45M -$2.56M -2,087 -21%
RA
38
Rational Advisors
New York
$9.44M +$491K +400 +6%
Raymond James Financial
39
Raymond James Financial
Florida
$8.27M +$171K +139 +2%
RCM
40
RB Capital Management
Nevada
$8.24M -$14.7K -12 -0.2%
Citigroup
41
Citigroup
New York
$8.11M +$452K +368 +6%
CI
42
Conning Inc
Connecticut
$7.7M
SWP
43
Stratos Wealth Partners
Ohio
$7.62M -$131K -107 -2%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$6.81M -$246M -200,000 -3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$6.07M
Stifel Financial
46
Stifel Financial
Missouri
$6.06M -$626K -510 -9%
EP
47
EPIQ Partners
Minnesota
$5.87M +$246K +200 +4%
HCM
48
Hudson Capital Management
New Jersey
$5.67M +$29.5K +24 +0.5%
PCM
49
Palisade Capital Management
New Jersey
$5.65M -$36.8K -30 -0.7%
Lazard Asset Management
50
Lazard Asset Management
New York
$5.56M -$275K -224 -5%