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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
SC
101
Scotia Capital
Ontario, Canada
$1.26M -$212K -168 -14%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$1.26M +$228K +181 +22%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$1.19M +$30.2K +24 +3%
EPW
104
Evolve Private Wealth
California
$1.19M +$1.17M +933 New
1WA
105
180 Wealth Advisors
Washington
$1.18M -$11.3K -9 -0.9%
AF
106
Apollon Financial
South Carolina
$1.15M -$377K -299 -25%
SAMC
107
Spectrum Asset Management (Connecticut)
Connecticut
$1.12M
PIM
108
Penobscot Investment Management
Massachusetts
$1.11M -$7.55K -6 -0.7%
P
109
&Partners
Tennessee
$1.1M +$131K +104 +13%
WAM
110
Warberg Asset Management
Illinois
$1.09M +$1.1M +873 New
HPWM
111
High Point Wealth Management
New Jersey
$1.08M +$1.08M +860 New
MWP
112
Momentum Wealth Planning
Florida
$1.07M -$25.2K -20 -2%
MIA
113
MeadowBrook Investment Advisors
Michigan
$1.06M +$29K +23 +3%
US Bancorp
114
US Bancorp
Minnesota
$1.04M -$49.1K -39 -4%
TS
115
Tamar Securities
California
$1M -$63K -50 -6%
UB
116
UMB Bank
Missouri
$999K
SG
117
StoneX Group
New York
$991K -$37.8K -30 -4%
VAM
118
Virtue Asset Management
Illinois
$969K
WB
119
Webster Bank
Connecticut
$936K
WIA
120
Wetzel Investment Advisors
Indiana
$889K
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$856K -$118K -94 -12%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$832K +$34K +27 +4%
DWT
123
Dorsey & Whitney Trust
South Dakota
$816K
PWP
124
Principle Wealth Partners
Connecticut
$810K
BAM
125
BOS Asset Management
Illinois
$793K