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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
DWT
101
Dorsey & Whitney Trust
South Dakota
$1.25M +$1.24M +1,011 New
DIA
102
Dana Investment Advisors
Wisconsin
$1.15M
SAMC
103
Spectrum Asset Management (Connecticut)
Connecticut
$1.11M
HighTower Advisors
104
HighTower Advisors
Illinois
$1.09M +$165K +134 +18%
TS
105
Tamar Securities
California
$1.08M -$24.6K -20 -2%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$1.08M -$190K -155 -15%
SG
107
StoneX Group
New York
$1.07M -$122K -99 -10%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$1.05M +$136K +111 +15%
PIM
109
Penobscot Investment Management
Massachusetts
$1.04M
UB
110
UMB Bank
Missouri
$985K
1WA
111
180 Wealth Advisors
Washington
$978K +$731K +595 +302%
MIA
112
MeadowBrook Investment Advisors
Michigan
$974K -$8.6K -7 -0.9%
US Bancorp
113
US Bancorp
Minnesota
$953K -$207K -169 -18%
WC
114
Waterloo Capital
Texas
$930K +$376K +306 +68%
P
115
&Partners
Tennessee
$924K -$40.5K -33 -4%
WB
116
Webster Bank
Connecticut
$923K
DADC
117
D.A. Davidson & Co
Montana
$909K -$93.3K -76 -9%
CPBTD
118
Central Pacific Bank - Trust Division
Hawaii
$896K -$70K -57 -7%
WIA
119
Wetzel Investment Advisors
Indiana
$864K
CMS
120
Capital Market Strategies
Florida
$846K
SFA
121
Sequoia Financial Advisors
Ohio
$821K
VFA
122
Valeo Financial Advisors
Indiana
$821K -$160K -130 -0.1%
BAM
123
BOS Asset Management
Illinois
$781K
PWP
124
Principle Wealth Partners
Connecticut
$768K +$11.1K +9 +1%
CB
125
Cadence Bank
Mississippi
$726K