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Bank of America Series L

265 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, 55 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 260265 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less capital invested

Capital invested by funds: $2.3B → $2.25B (-$50.4M)

22.2% less ownership

Funds ownership: 240.83%218.63% (-22%)

39% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 90

Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
24
Increased
55
Reduced
90
Closed
17
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 +$68.4K +58 +3%
IA
78
Icon Advisers
Colorado
$2.42M +$236K +200 +11%
UIC
79
Uniplan Investment Counsel
Wisconsin
$2.39M -$255K -216 -10%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$2.07M -$255K -216 -11%
SL
81
Summitry LLC
California
$2.04M -$27.1K -23 -1%
SCA
82
Snowden Capital Advisors
New York
$1.96M
EIA
83
Edgemoor Investment Advisors
Maryland
$1.93M -$9.44K -8 -0.5%
AF
84
Apollon Financial
South Carolina
$1.86M -$104K -88 -5%
Truist Financial
85
Truist Financial
North Carolina
$1.85M -$1.18K -1 -0.1%
CPW
86
Cove Private Wealth
New York
$1.73M -$147K -125 -8%
CRC
87
Curi RMB Capital
Illinois
$1.7M +$100K +85 +6%
SEI Investments
88
SEI Investments
Pennsylvania
$1.67M -$17.7K -15 -1%
JSL
89
JT Stratford LLC
Georgia
$1.55M +$14.2K +12 +0.9%
MFG
90
Magnus Financial Group
New York
$1.54M -$107K -91 -7%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.54M -$43.6K -37 -3%
UBP
92
Union Bancaire Privee
Switzerland
$1.51M
MCM
93
Marathon Capital Management
Maryland
$1.39M -$17.7K -15 -1%
SC
94
Scotia Capital
Ontario, Canada
$1.34M -$136K -115 -9%
Goldman Sachs
95
Goldman Sachs
New York
$1.32M -$1.42M -1,207 -53%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$1.32M
DAS
97
Diversify Advisory Services
Utah
$1.3M +$1.25M +1,058 New
SCM
98
Schnieders Capital Management
California
$1.29M
CFS
99
Coordinated Financial Services
Colorado
$1.26M -$1.18K -1 -0.1%
PH
100
Pinnacle Holdings
Oklahoma
$1.23M -$7.08K -6 -0.6%