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Bank of America Series L

266 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, 56 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

20.45% less ownership

Funds ownership: 240.83%220.38% (-20%)

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 90

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
$778K
BAM
127
BOS Asset Management
Illinois
$768K
VFA
128
Valeo Financial Advisors
Indiana
$716K
FFA
129
First Foundation Advisors
California
$700K
SFA
130
Sequoia Financial Advisors
Ohio
$685K
TB
131
Terril Brothers
Missouri
$677K
PAG
132
Private Advisor Group
New Jersey
$673K
CMS
133
Capital Market Strategies
Florida
$665K
SIG
134
Stonegate Investment Group
Alabama
$647K
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$646K
RFA
136
Resurgent Financial Advisors
Georgia
$644K
NCM
137
Novare Capital Management
North Carolina
$636K
AAMC
138
Asset Allocation & Management Company
Illinois
$630K
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$621K
TSS
140
Two Sigma Securities
New York
$613K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$607K
EH
142
Equitable Holdings
New York
$599K
VAS
143
Vestmark Advisory Solutions
Massachusetts
$596K
WA
144
Wambolt & Associates
Colorado
$585K
NW
145
NewEdge Wealth
Pennsylvania
$579K
IAS
146
Insigneo Advisory Services
Florida
$553K
RBFC
147
Roman Butler Fullerton & Co
Missouri
$549K
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$523K
SG Americas Securities
149
SG Americas Securities
New York
$522K
PWSG
150
Pacific Wealth Strategies Group
California
$515K