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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$5.74M -$184M -146,000 -3%
WPP
52
Whalerock Point Partners
Rhode Island
$5.52M +$5.55M +4,407 New
Bank of America
53
Bank of America
North Carolina
$5.49M +$247K +196 +5%
PCM
54
Palisade Capital Management
New Jersey
$5.33M -$22.7K -18 -0.4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$5.3M
AAS
56
Ameritas Advisory Services
Nebraska
$4.86M +$4.65M +3,695 +1,945%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$4.7M -$80.6K -64 -2%
Universal-Beteiligungs- und Servicegesellschaft
58
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.53M +$39K +31 +0.9%
PWS
59
Peloton Wealth Strategists
Indiana
$4.31M +$101K +80 +2%
KAS
60
Kestra Advisory Services
Texas
$4.2M -$107K -85 -2%
LTI
61
Laffer Tengler Investments
Tennessee
$4.09M -$12.6K -10 -0.3%
WAM
62
Wolverine Asset Management
Illinois
$4.01M
SSWG
63
Seven Springs Wealth Group
Tennessee
$3.99M +$171K +136 +4%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$3.92M -$13.1M -10,417 -77%
LSPW
65
Lake Street Private Wealth
Illinois
$3.61M +$6.3K +5 +0.2%
MA
66
Montag & Associates
Georgia
$3.19M -$95.7K -76 -3%
AM
67
AGF Management
Ontario, Canada
$3.13M
Neuberger Berman Group
68
Neuberger Berman Group
New York
$3.1M -$32.7K -26 -1%
MTIM
69
Marathon Trading Investment Management
Pennsylvania
$3.08M
Mariner
70
Mariner
Kansas
$3.06M +$88.1K +70 +3%
KIA
71
KCM Investment Advisors
California
$3.05M -$26.4K -21 -0.9%
AUIM
72
Aegon USA Investment Management
Iowa
$2.81M
FCMC
73
Founders Capital Management (Connecticut)
Connecticut
$2.8M -$75.6K -60 -3%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$2.77M +$555K +441 +25%
ALC
75
Alexander Labrunerie & Co
Missouri
$2.68M -$51.6K -41 -2%