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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
1WA
101
180 Wealth Advisors
Washington
$1.22M +$18.6K +15 +2%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$1.18M +$65.8K +53 +6%
Osaic Holdings
103
Osaic Holdings
Arizona
$1.16M +$19.9K +16 +2%
SAMC
104
Spectrum Asset Management (Connecticut)
Connecticut
$1.15M
PIM
105
Penobscot Investment Management
Massachusetts
$1.14M +$68.3K +55 +7%
CB
106
Cadence Bank
Mississippi
$1.14M
US Bancorp
107
US Bancorp
Minnesota
$1.11M +$123K +99 +13%
MWP
108
Momentum Wealth Planning
Florida
$1.1M -$13.7K -11 -1%
TS
109
Tamar Securities
California
$1.09M -$38.5K -31 -4%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$1.06M +$1.02M +825 New
MIA
111
MeadowBrook Investment Advisors
Michigan
$1.05M +$23.6K +19 +2%
SG
112
StoneX Group
New York
$1.04M -$74.5K -60 -7%
UB
113
UMB Bank
Missouri
$1.02M
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$996K -$96.8K -78 -9%
VAM
115
Virtue Asset Management
Illinois
$991K +$961K +774 New
P
116
&Partners
Tennessee
$988K +$27.3K +22 +3%
WB
117
Webster Bank
Connecticut
$957K
DADC
118
D.A. Davidson & Co
Montana
$942K
WIA
119
Wetzel Investment Advisors
Indiana
$896K
DWT
120
Dorsey & Whitney Trust
South Dakota
$834K
PWP
121
Principle Wealth Partners
Connecticut
$828K
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$817K +$130K +105 +20%
BAM
123
BOS Asset Management
Illinois
$810K
CPBTD
124
Central Pacific Bank - Trust Division
Hawaii
$801K -$124K -100 -14%
VFA
125
Valeo Financial Advisors
Indiana
$755K