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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 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$25.2M
3 +$12.6M
4
CAM
Camden Asset Management
California
+$12.2M
5
BlackRock
BlackRock
New York
+$7.75M

Top Sellers

1 -$10.4B
2 -$184M
3 -$31.8M
4
ACM
Advent Capital Management
New York
-$24.2M
5
First Trust Advisors
First Trust Advisors
Illinois
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
126
Central Pacific Bank - Trust Division
Hawaii
$784K
DADC
127
D.A. Davidson & Co
Montana
$765K
VFA
128
Valeo Financial Advisors
Indiana
$739K
FFA
129
First Foundation Advisors
California
$722K
NA
130
NewEdge Advisors
Louisiana
$720K
TB
131
Terril Brothers
Missouri
$699K
PAG
132
Private Advisor Group
New Jersey
$695K
RFA
133
Resurgent Financial Advisors
Georgia
$659K
William Blair & Company
134
William Blair & Company
Illinois
$649K
AAMC
135
Asset Allocation & Management Company
Illinois
$648K
CAM
136
Cresset Asset Management
Illinois
$634K
NCM
137
Novare Capital Management
North Carolina
$631K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$624K
WC
139
Waterloo Capital
Texas
$620K
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$612K
Jones Financial Companies
141
Jones Financial Companies
Missouri
$598K
JIC
142
JRM Investment Counsel
Nebraska
$585K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$580K
IAS
144
Insigneo Advisory Services
Florida
$571K
RBFC
145
Roman Butler Fullerton & Co
Missouri
$567K
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$567K
GGS
147
Galvin Gaustad & Stein
Arizona
$553K
NW
148
NewEdge Wealth
Pennsylvania
$542K
VAS
149
Vestmark Advisory Solutions
Massachusetts
$542K
SG Americas Securities
150
SG Americas Securities
New York
$538K