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Bank of America Series L

258 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
$5.55M
PCM
52
Palisade Capital Management
New Jersey
$5.5M
Bank of America
53
Bank of America
North Carolina
$5.36M
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.88M
CL
55
CSS LLC
Illinois
$4.63M
Universal-Beteiligungs- und Servicegesellschaft
56
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.56M
KAS
57
Kestra Advisory Services
Texas
$4.4M
PWS
58
Peloton Wealth Strategists
Indiana
$4.31M
LTI
59
Laffer Tengler Investments
Tennessee
$4.21M
WAM
60
Wolverine Asset Management
Illinois
$4.1M
SSWG
61
Seven Springs Wealth Group
Tennessee
$3.9M
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$3.8M
LSPW
63
Lake Street Private Wealth
Illinois
$3.69M
IA
64
Icon Advisers
Colorado
$3.5M
MA
65
Montag & Associates
Georgia
$3.32M
Neuberger Berman Group
66
Neuberger Berman Group
New York
$3.2M
AM
67
AGF Management
Ontario, Canada
$3.2M
MTIM
68
Marathon Trading Investment Management
Pennsylvania
$3.15M
KIA
69
KCM Investment Advisors
California
$3.15M
Mariner
70
Mariner
Kansas
$3.04M
FCMC
71
Founders Capital Management (Connecticut)
Connecticut
$2.94M
AUIM
72
Aegon USA Investment Management
Iowa
$2.88M
ALC
73
Alexander Labrunerie & Co
Missouri
$2.79M
LA
74
LexAurum Advisors
Kansas
$2.72M
Lido Advisors
75
Lido Advisors
California
$2.61M