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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
1WA
101
180 Wealth Advisors
Washington
$1.14M
DIA
102
Dana Investment Advisors
Wisconsin
$1.13M
SAMC
103
Spectrum Asset Management (Connecticut)
Connecticut
$1.09M
CB
104
Cadence Bank
Mississippi
$1.08M
TS
105
Tamar Securities
California
$1.07M
HighTower Advisors
106
HighTower Advisors
Illinois
$1.06M
Osaic Holdings
107
Osaic Holdings
Arizona
$1.06M
MWP
108
Momentum Wealth Planning
Florida
$1.06M
Baird Financial Group
109
Baird Financial Group
Wisconsin
$1.06M
SG
110
StoneX Group
New York
$1.06M
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$1.04M
PIM
112
Penobscot Investment Management
Massachusetts
$1.02M
ACM
113
AlphaStar Capital Management
North Carolina
$985K
MIA
114
MeadowBrook Investment Advisors
Michigan
$972K
UB
115
UMB Bank
Missouri
$968K
Jane Street
116
Jane Street
New York
$941K
US Bancorp
117
US Bancorp
Minnesota
$933K
P
118
&Partners
Tennessee
$910K
WB
119
Webster Bank
Connecticut
$907K
DADC
120
D.A. Davidson & Co
Montana
$893K
CPBTD
121
Central Pacific Bank - Trust Division
Hawaii
$881K
WIA
122
Wetzel Investment Advisors
Indiana
$849K
JIC
123
JRM Investment Counsel
Nebraska
$827K
DWT
124
Dorsey & Whitney Trust
South Dakota
$790K
PWP
125
Principle Wealth Partners
Connecticut
$785K