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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
1WA
101
180 Wealth Advisors
Washington
$1.14M +$172K +146 +18%
DIA
102
Dana Investment Advisors
Wisconsin
$1.13M
Osaic Holdings
103
Osaic Holdings
Arizona
$1.1M -$239K -203 -18%
SAMC
104
Spectrum Asset Management (Connecticut)
Connecticut
$1.09M
CB
105
Cadence Bank
Mississippi
$1.08M +$354K +300 +51%
TS
106
Tamar Securities
California
$1.07M +$3.54K +3 +0.3%
HighTower Advisors
107
HighTower Advisors
Illinois
$1.06M -$7.08K -6 -0.7%
MWP
108
Momentum Wealth Planning
Florida
$1.06M +$1.03M +872 New
Baird Financial Group
109
Baird Financial Group
Wisconsin
$1.06M +$21.2K +18 +2%
SG
110
StoneX Group
New York
$1.06M +$2.36K +2 +0.2%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$1.04M -$20.1K -17 -2%
PIM
112
Penobscot Investment Management
Massachusetts
$1.02M
ACM
113
AlphaStar Capital Management
North Carolina
$985K +$958K +812 New
MIA
114
MeadowBrook Investment Advisors
Michigan
$972K +$14.2K +12 +2%
UB
115
UMB Bank
Missouri
$968K
Jane Street
116
Jane Street
New York
$941K +$915K +776 New
US Bancorp
117
US Bancorp
Minnesota
$933K -$3.54K -3 -0.4%
P
118
&Partners
Tennessee
$910K -$5.9K -5 -0.7%
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 -$2.71M -2,294 -77%
DWT
124
Dorsey & Whitney Trust
South Dakota
$790K -$423K -359 -36%
PWP
125
Principle Wealth Partners
Connecticut
$785K +$29.5K +25 +4%