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Bank of America Series L

265 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, 55 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 260265 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less capital invested

Capital invested by funds: $2.3B → $2.25B (-$50.4M)

22.2% less ownership

Funds ownership: 240.83%218.63% (-22%)

39% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 90

Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
24
Increased
55
Reduced
90
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$21.5M
SIM
27
SSI Investment Management
California
$19.4M -$448K -380 -2%
JP Morgan Chase
28
JP Morgan Chase
New York
$19.4M -$1.52M -1,286 -7%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$19.2M -$354K -300 -2%
EHC
30
Everett Harris & Co
California
$18.3M -$123K -104 -0.7%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$17.6M -$373K -316 -2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$15.9M +$764K +648 +5%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$14.8M +$11.9M +10,121 +455%
PM
34
Phraction Management
Connecticut
$12.5M -$1.04M -881 -8%
Franklin Resources
35
Franklin Resources
California
$12.4M
NEAM
36
New England Asset Management
Connecticut
$11.4M
AllianceBernstein
37
AllianceBernstein
Tennessee
$10.7M -$318K -270 -3%
LPL Financial
38
LPL Financial
California
$10.1M +$754K +639 +8%
RA
39
Rational Advisors
New York
$9.76M +$472K +400 +5%
RCM
40
RB Capital Management
Nevada
$8.25M +$150K +127 +2%
Raymond James Financial
41
Raymond James Financial
Florida
$8.18M +$48.4K +41 +0.6%
Citigroup
42
Citigroup
New York
$7.8M -$160K -136 -2%
UBS Group
43
UBS Group
Switzerland
$7.76M -$7.04M -5,971 -48%
CI
44
Conning Inc
Connecticut
$7.56M
SWP
45
Stratos Wealth Partners
Ohio
$7.06M -$416K -353 -6%
XWM
46
Xcel Wealth Management
Florida
$6.34M +$3.63M +3,077 +143%
EP
47
EPIQ Partners
Minnesota
$6.19M +$411K +348 +7%
Stifel Financial
48
Stifel Financial
Missouri
$5.87M -$77.9K -66 -1%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$5.78M -$886M -751,000 -14%
HCM
50
Hudson Capital Management
New Jersey
$5.59M +$16.5K +14 +0.3%