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Bank of America Series L

265 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, 55 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 260265 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less capital invested

Capital invested by funds: $2.3B → $2.25B (-$50.4M)

22.2% less ownership

Funds ownership: 240.83%218.63% (-22%)

39% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 90

Holders
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
24
Increased
55
Reduced
90
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
126
Waterloo Capital
Texas
$778K -$132K -112 -15%
BAM
127
BOS Asset Management
Illinois
$768K
VFA
128
Valeo Financial Advisors
Indiana
$716K -$109M -92,380 -99%
FFA
129
First Foundation Advisors
California
$700K
SFA
130
Sequoia Financial Advisors
Ohio
$685K -$118K -100 -15%
TB
131
Terril Brothers
Missouri
$677K
PAG
132
Private Advisor Group
New Jersey
$673K +$105K +89 +19%
CMS
133
Capital Market Strategies
Florida
$665K -$162K -137 -20%
SIG
134
Stonegate Investment Group
Alabama
$647K
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$646K +$86.1K +73 +16%
RFA
136
Resurgent Financial Advisors
Georgia
$644K +$1.18K +1 +0.2%
NCM
137
Novare Capital Management
North Carolina
$636K -$624K -529 Closed
AAMC
138
Asset Allocation & Management Company
Illinois
$630K +$612K +519 New
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$621K +$26K +22 +4%
TSS
140
Two Sigma Securities
New York
$613K +$596K +505 New
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$607K +$573K +486 +3,240%
CAM
142
Cresset Asset Management
Illinois
$605K +$589K +499 New
EH
143
Equitable Holdings
New York
$599K +$111K +94 +24%
VAS
144
Vestmark Advisory Solutions
Massachusetts
$596K -$645K -547 -53%
WA
145
Wambolt & Associates
Colorado
$585K -$1.18K -1 -0.2%
NW
146
NewEdge Wealth
Pennsylvania
$579K -$41.3K -35 -7%
IAS
147
Insigneo Advisory Services
Florida
$553K
RBFC
148
Roman Butler Fullerton & Co
Missouri
$549K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$523K +$84.9K +72 +20%
SG Americas Securities
150
SG Americas Securities
New York
$522K