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Bank of America Series L

258 hedge funds and large institutions have $2.3B invested in Bank of America Series L in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 15 closing their positions.

Holders
258
Holders Change
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
20
Increased
65
Reduced
80
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
51
Bank of America
North Carolina
$5.25M 4,251 +238 +6%
OC
52
Oppenheimer & Co
New York
$5.22M 4,226 -344 -8%
KAS
53
Kestra Advisory Services
Texas
$4.4M 3,563 -28 -0.8%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.36M 3,529 +736 +26%
AM
55
AGF Management
Ontario, Canada
$4.32M 3,500
LTI
56
Laffer Tengler Investments
Tennessee
$4.14M 3,369 +9 +0.3%
PWS
57
Peloton Wealth Strategists
Indiana
$4.13M 3,343 -54 -2%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.06M 3,287 +59 +2%
WAM
59
Wolverine Asset Management
Illinois
$3.98M 3,225
LSPW
60
Lake Street Private Wealth
Illinois
$3.77M 3,055 +35 +1%
JIC
61
JRM Investment Counsel
Nebraska
$3.67M 2,976 -2,372 -44%
WPP
62
Whalerock Point Partners
Rhode Island
$3.64M 2,950 +80 +3%
MA
63
Montag & Associates
Georgia
$3.49M 2,829 -176 -6%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$3.26M 2,638 -141 -5%
SSWG
65
Seven Springs Wealth Group
Tennessee
$3.06M 2,478 -250 -9%
AUIM
66
Aegon USA Investment Management
Iowa
$3.06M 2,488 -55 -2%
MTIM
67
Marathon Trading Investment Management
Pennsylvania
$3.04M 2,464
Mariner
68
Mariner
Kansas
$2.93M 2,372 -94 -4%
KIA
69
KCM Investment Advisors
California
$2.92M 2,362 +101 +4%
FCMC
70
Founders Capital Management (Connecticut)
Connecticut
$2.91M 2,357 -17 -0.7%
Goldman Sachs
71
Goldman Sachs
New York
$2.83M 2,295 +75 +3%
LA
72
LexAurum Advisors
Kansas
$2.8M 2,271 +20 +0.9%
ALC
73
Alexander Labrunerie & Co
Missouri
$2.77M 2,247 -10 -0.4%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$2.74M 2,222 -5,569 -71%
UIC
75
Uniplan Investment Counsel
Wisconsin
$2.7M 2,189 -32,117 -94%