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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
Macquarie Group
76
Macquarie Group
Australia
$2.45M
PWP
77
Private Wealth Partners
California
$2.43M
IA
78
Icon Advisers
Colorado
$2.42M
UIC
79
Uniplan Investment Counsel
Wisconsin
$2.39M
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$2.07M
SL
81
Summitry LLC
California
$2.04M
SCA
82
Snowden Capital Advisors
New York
$1.96M
EIA
83
Edgemoor Investment Advisors
Maryland
$1.93M
AF
84
Apollon Financial
South Carolina
$1.86M
Truist Financial
85
Truist Financial
North Carolina
$1.85M
CPW
86
Cove Private Wealth
New York
$1.73M
CRC
87
Curi RMB Capital
Illinois
$1.7M
SEI Investments
88
SEI Investments
Pennsylvania
$1.67M
JSL
89
JT Stratford LLC
Georgia
$1.55M
MFG
90
Magnus Financial Group
New York
$1.54M
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.54M
UBP
92
Union Bancaire Privee
Switzerland
$1.51M
MCM
93
Marathon Capital Management
Maryland
$1.39M
SC
94
Scotia Capital
Ontario, Canada
$1.34M
Goldman Sachs
95
Goldman Sachs
New York
$1.32M
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$1.32M
DAS
97
Diversify Advisory Services
Utah
$1.3M
SCM
98
Schnieders Capital Management
California
$1.29M
CFS
99
Coordinated Financial Services
Colorado
$1.26M
PH
100
Pinnacle Holdings
Oklahoma
$1.23M