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Bank of America Series L

266 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, 56 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

20.45% less ownership

Funds ownership: 240.83%220.38% (-20%)

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 90

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$5.57M
Lazard Asset Management
52
Lazard Asset Management
New York
$5.46M
PCM
53
Palisade Capital Management
New Jersey
$5.24M
Bank of America
54
Bank of America
North Carolina
$5.16M
Universal-Beteiligungs- und Servicegesellschaft
55
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.71M
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$4.64M
KAS
57
Kestra Advisory Services
Texas
$4.46M
HSBC Holdings
58
HSBC Holdings
United Kingdom
$4.36M
PWS
59
Peloton Wealth Strategists
Indiana
$4.09M
LTI
60
Laffer Tengler Investments
Tennessee
$3.92M
WAM
61
Wolverine Asset Management
Illinois
$3.91M
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$3.83M
LSPW
63
Lake Street Private Wealth
Illinois
$3.6M
WPP
64
Whalerock Point Partners
Rhode Island
$3.54M
SSWG
65
Seven Springs Wealth Group
Tennessee
$3.41M
MA
66
Montag & Associates
Georgia
$3.35M
Neuberger Berman Group
67
Neuberger Berman Group
New York
$3.04M
AM
68
AGF Management
Ontario, Canada
$3.03M
AUIM
69
Aegon USA Investment Management
Iowa
$3.01M
MTIM
70
Marathon Trading Investment Management
Pennsylvania
$2.99M
KIA
71
KCM Investment Advisors
California
$2.95M
Mariner
72
Mariner
Kansas
$2.86M
FCMC
73
Founders Capital Management (Connecticut)
Connecticut
$2.78M
LA
74
LexAurum Advisors
Kansas
$2.74M
ALC
75
Alexander Labrunerie & Co
Missouri
$2.67M