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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
UIC
76
Uniplan Investment Counsel
Wisconsin
$2.54M +$5.04K +4 +0.2%
PWP
77
Private Wealth Partners
California
$2.5M
NAMI
78
Nomura Asset Management International
Pennsylvania
$2.5M +$2.52M +1,999 New
SWM
79
Shrier Wealth Management
California
$2.13M +$2.14M +1,703 New
CRC
80
Curi RMB Capital
Illinois
$2.03M -$2.52K -2 -0.1%
SL
81
Summitry LLC
California
$2.03M -$34K -27 -2%
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$1.99M +$603K +479 +44%
EIA
83
Edgemoor Investment Advisors
Maryland
$1.98M -$12.6K -10 -0.6%
SCA
84
Snowden Capital Advisors
New York
$1.97M -$113K -90 -5%
AWA
85
Arkadios Wealth Advisors
Georgia
$1.89M +$1.9M +1,507 New
SEI Investments
86
SEI Investments
Pennsylvania
$1.8M +$83.1K +66 +5%
MFG
87
Magnus Financial Group
New York
$1.73M +$130K +103 +8%
JSL
88
JT Stratford LLC
Georgia
$1.67M -$90.7K -72 -5%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$1.64M +$99.5K +79 +6%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$1.56M -$2.17M -1,724 -58%
UBP
91
Union Bancaire Privee
Switzerland
$1.51M -$81.8K -65 -4%
DAS
92
Diversify Advisory Services
Utah
$1.5M +$94.4K +75 +7%
Osaic Holdings
93
Osaic Holdings
Arizona
$1.46M +$306K +243 +26%
PH
94
Pinnacle Holdings
Oklahoma
$1.44M +$12.6M +9,999 +984%
CPW
95
Cove Private Wealth
New York
$1.4M -$233K -185 -14%
Corient Private Wealth
96
Corient Private Wealth
Florida
$1.37M +$681K +541 +97%
Goldman Sachs
97
Goldman Sachs
New York
$1.36M
CB
98
Cadence Bank
Mississippi
$1.34M +$228K +181 +20%
SCM
99
Schnieders Capital Management
California
$1.33M
CFS
100
Coordinated Financial Services
Colorado
$1.31M +$18.9K +15 +1%