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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$5.55M
PCM
52
Palisade Capital Management
New Jersey
$5.5M -$98.1K -79 -2%
Bank of America
53
Bank of America
North Carolina
$5.36M -$81.9K -66 -2%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.88M -$13.7K -11 -0.3%
CL
55
CSS LLC
Illinois
$4.63M -$19M -15,281 -81%
Universal-Beteiligungs- und Servicegesellschaft
56
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.56M -$403K -325 -8%
KAS
57
Kestra Advisory Services
Texas
$4.4M -$294K -237 -6%
PWS
58
Peloton Wealth Strategists
Indiana
$4.31M -$9.93K -8 -0.2%
LTI
59
Laffer Tengler Investments
Tennessee
$4.21M +$13.7K +11 +0.3%
WAM
60
Wolverine Asset Management
Illinois
$4.1M -$24.8K -20 -0.6%
SSWG
61
Seven Springs Wealth Group
Tennessee
$3.9M +$297K +239 +9%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$3.8M -$235K -189 -6%
LSPW
63
Lake Street Private Wealth
Illinois
$3.69M -$112K -90 -3%
IA
64
Icon Advisers
Colorado
$3.5M +$912K +735 +37%
MA
65
Montag & Associates
Georgia
$3.32M -$210K -169 -6%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$3.2M -$9.93K -8 -0.3%
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 +$37.2K +30 +1%
Mariner
70
Mariner
Kansas
$3.04M +$14.9K +12 +0.5%
FCMC
71
Founders Capital Management (Connecticut)
Connecticut
$2.94M
AUIM
72
Aegon USA Investment Management
Iowa
$2.88M -$298K -240 -10%
ALC
73
Alexander Labrunerie & Co
Missouri
$2.79M -$28.5K -23 -1%
LA
74
LexAurum Advisors
Kansas
$2.72M -$166K -134 -6%
Lido Advisors
75
Lido Advisors
California
$2.61M +$58.9M +47,476 New