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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
SIM
26
SSI Investment Management
California
$19.9M +$544K +432 +3%
EHC
27
Everett Harris & Co
California
$18.6M -$242K -192 -1%
JP Morgan Chase
28
JP Morgan Chase
New York
$18.1M +$844K +670 +5%
P8IP
29
Pier 88 Investment Partners
California
$17.6M -$9.29M -7,380 -34%
First Trust Advisors
30
First Trust Advisors
Illinois
$17.4M -$17.5M -13,907 -50%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$16.7M -$946K -751 -5%
Franklin Resources
32
Franklin Resources
California
$13.6M -$10.4B -8,261,230 -100%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$13.4M -$7.7M -6,118 -36%
PM
34
Phraction Management
Connecticut
$13.2M +$264K +210 +2%
NEAM
35
New England Asset Management
Connecticut
$11.8M
RA
36
Rational Advisors
New York
$10.1M
AllianceBernstein
37
AllianceBernstein
Tennessee
$9.92M -$541K -430 -5%
ZA
38
Zazove Associates
Nevada
$9.76M +$504K +400 +5%
UBS Group
39
UBS Group
Switzerland
$9.47M +$990K +786 +12%
LPL Financial
40
LPL Financial
California
$9.19M +$55.4K +44 +0.6%
Raymond James Financial
41
Raymond James Financial
Florida
$9.08M +$516K +410 +6%
RCM
42
RB Capital Management
Nevada
$8.71M +$86.9K +69 +1%
CI
43
Conning Inc
Connecticut
$7.81M
SWP
44
Stratos Wealth Partners
Ohio
$7.51M +$296K +235 +4%
Truist Financial
45
Truist Financial
North Carolina
$7.16M +$5.64M +4,480 +362%
XWM
46
Xcel Wealth Management
Florida
$7M -$63K -50 -0.9%
IA
47
Icon Advisers
Colorado
$6.43M +$3.04M +2,413 +88%
EP
48
EPIQ Partners
Minnesota
$6.24M -$65.5K -52 -1%
Stifel Financial
49
Stifel Financial
Missouri
$5.93M -$56.7K -45 -0.9%
HCM
50
Hudson Capital Management
New Jersey
$5.86M +$56.7K +45 +1%