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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
UIC
76
Uniplan Investment Counsel
Wisconsin
$2.6M +$68.3K +55 +3%
Macquarie Group
77
Macquarie Group
Australia
$2.57M
PWP
78
Private Wealth Partners
California
$2.56M
LF
79
Lee Financial
Texas
$2.34M +$2.27M +1,828 New
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$2.27M +$83.2K +67 +4%
SL
81
Summitry LLC
California
$2.11M -$39.7K -32 -2%
SCA
82
Snowden Capital Advisors
New York
$2.1M +$29.8K +24 +1%
CRC
83
Curi RMB Capital
Illinois
$2.05M +$248K +200 +14%
EIA
84
Edgemoor Investment Advisors
Maryland
$2.04M
JSL
85
JT Stratford LLC
Georgia
$1.8M +$153K +123 +10%
SEI Investments
86
SEI Investments
Pennsylvania
$1.76M -$2.48K -2 -0.1%
CPW
87
Cove Private Wealth
New York
$1.66M -$155K -125 -9%
MFG
88
Magnus Financial Group
New York
$1.64M +$12.4K +10 +0.8%
UBP
89
Union Bancaire Privee
Switzerland
$1.61M
Truist Financial
90
Truist Financial
North Carolina
$1.58M -$355K -286 -19%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.58M -$43.4K -35 -3%
AF
92
Apollon Financial
South Carolina
$1.56M -$390K -314 -20%
SC
93
Scotia Capital
Ontario, Canada
$1.51M +$89.4K +72 +7%
MCM
94
Marathon Capital Management
Maryland
$1.47M
DAS
95
Diversify Advisory Services
Utah
$1.43M +$91.8K +74 +7%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$1.41M
Goldman Sachs
97
Goldman Sachs
New York
$1.39M
SCM
98
Schnieders Capital Management
California
$1.36M
CFS
99
Coordinated Financial Services
Colorado
$1.32M -$2.48K -2 -0.2%
PH
100
Pinnacle Holdings
Oklahoma
$1.3M