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Bank of America Series L

260 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 21 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more capital invested

Capital invested by funds: $2.26B → $2.3B (+$41.8M)

1% more funds holding

Funds holding: 258260 (+2)

8.11% less ownership

Funds ownership: 248.94%240.83% (-8.1%)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

Holders
260
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
21
Increased
65
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XWM
76
Xcel Wealth Management
Florida
$2.65M +$13.5K +11 +0.5%
Macquarie Group
77
Macquarie Group
Australia
$2.5M
PWP
78
Private Wealth Partners
California
$2.4M +$2.38M +1,942 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.37M -$2.21M -1,799 -48%
IA
80
Icon Advisers
Colorado
$2.22M -$1.39M -1,131 -39%
SL
81
Summitry LLC
California
$2.1M -$44.2K -36 -2%
AF
82
Apollon Financial
South Carolina
$2M
SCA
83
Snowden Capital Advisors
New York
$1.99M +$50.3K +41 +3%
EIA
84
Edgemoor Investment Advisors
Maryland
$1.97M -$17.2K -14 -0.9%
CPW
85
Cove Private Wealth
New York
$1.91M
Truist Financial
86
Truist Financial
North Carolina
$1.88M +$330K +269 +21%
SEI Investments
87
SEI Investments
Pennsylvania
$1.72M +$34.4K +28 +2%
MFG
88
Magnus Financial Group
New York
$1.68M +$182K +148 +12%
UBP
89
Union Bancaire Privee
Switzerland
$1.67M +$1.82M +1,480 New
CRC
90
Curi RMB Capital
Illinois
$1.63M
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.61M +$119K +97 +8%
JSL
92
JT Stratford LLC
Georgia
$1.57M +$495K +403 +47%
SC
93
Scotia Capital
Ontario, Canada
$1.51M -$329K -268 -18%
MCM
94
Marathon Capital Management
Maryland
$1.44M -$36.8K -30 -3%
Osaic Holdings
95
Osaic Holdings
Arizona
$1.37M +$47.9K +39 +4%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$1.34M -$301K -245 -18%
SCM
97
Schnieders Capital Management
California
$1.31M -$61.4K -50 -4%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$1.28M +$636K +518 +100%
CFS
99
Coordinated Financial Services
Colorado
$1.28M +$77.4K +63 +6%
PH
100
Pinnacle Holdings
Oklahoma
$1.26M -$11.1K -9 -0.9%