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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
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$22.6M
MSL
27
Mackay Shields LLC
New York
$22.5M -$690K -556 -3%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$21.6M +$1.3M +1,049 +7%
SIM
29
SSI Investment Management
California
$19.8M -$707K -570 -4%
EHC
30
Everett Harris & Co
California
$19.3M -$41K -33 -0.2%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$18.1M -$449K -362 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$17.7M -$2.71M -2,185 -14%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$17.3M +$586K +472 +4%
PM
34
Phraction Management
Connecticut
$13.2M
NEAM
35
New England Asset Management
Connecticut
$12.1M
AllianceBernstein
36
AllianceBernstein
Tennessee
$10.7M -$602K -485 -5%
RA
37
Rational Advisors
New York
$10.3M
ZA
38
Zazove Associates
Nevada
$9.5M +$9.21M +7,417 New
LPL Financial
39
LPL Financial
California
$9.34M -$1.24M -996 -12%
RCM
40
RB Capital Management
Nevada
$8.81M +$106K +85 +1%
Raymond James Financial
41
Raymond James Financial
Florida
$8.76M +$124K +100 +1%
UBS Group
42
UBS Group
Switzerland
$8.67M +$473K +381 +6%
Citigroup
43
Citigroup
New York
$8.28M +$43.4K +35 +0.5%
CI
44
Conning Inc
Connecticut
$7.98M
SWP
45
Stratos Wealth Partners
Ohio
$7.37M -$73.2K -59 -1%
XWM
46
Xcel Wealth Management
Florida
$7.23M +$521K +420 +8%
EP
47
EPIQ Partners
Minnesota
$6.45M -$77K -62 -1%
Stifel Financial
48
Stifel Financial
Missouri
$6.12M -$75.7K -61 -1%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$6.06M -$41M -33,000 -0.7%
HCM
50
Hudson Capital Management
New Jersey
$5.94M +$39.7K +32 +0.7%