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Bank of America Series L

258 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
126
Waterloo Capital
Texas
$741K
FFA
127
First Foundation Advisors
California
$739K
JIC
128
JRM Investment Counsel
Nebraska
$729K
TB
129
Terril Brothers
Missouri
$714K
PAG
130
Private Advisor Group
New Jersey
$710K
Corient Private Wealth
131
Corient Private Wealth
Florida
$710K
SIG
132
Stonegate Investment Group
Alabama
$682K
RFA
133
Resurgent Financial Advisors
Georgia
$682K
NCM
134
Novare Capital Management
North Carolina
$671K
AAMC
135
Asset Allocation & Management Company
Illinois
$665K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$638K
NW
137
NewEdge Wealth
Pennsylvania
$611K
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$606K
VAS
139
Vestmark Advisory Solutions
Massachusetts
$602K
IAS
140
Insigneo Advisory Services
Florida
$584K
RBFC
141
Roman Butler Fullerton & Co
Missouri
$571K
GGS
142
Galvin Gaustad & Stein
Arizona
$566K
EH
143
Equitable Holdings
New York
$561K
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$552K
SG Americas Securities
145
SG Americas Securities
New York
$550K
PWSG
146
Pacific Wealth Strategies Group
California
$540K
SFS
147
Sowell Financial Services
Arkansas
$539K
WS
148
Wedbush Securities
California
$522K
CPIG
149
Chicago Partners Investment Group
Illinois
$502K
USCWA
150
U.S. Capital Wealth Advisors
Texas
$493K