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Bank of America Series L

259 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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

263.77% more ownership

Funds ownership: 218.63%482.4% (+264%)

23% more capital invested

Capital invested by funds: $2.25B → $2.77B (+$520M)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

2% less funds holding

Funds holding: 265259 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
259
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
17
Increased
63
Reduced
68
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
126
Waterloo Capital
Texas
$741K -$77K -62 -10%
FFA
127
First Foundation Advisors
California
$739K
JIC
128
JRM Investment Counsel
Nebraska
$729K -$140K -113 -17%
TB
129
Terril Brothers
Missouri
$714K
PAG
130
Private Advisor Group
New Jersey
$710K
Corient Private Wealth
131
Corient Private Wealth
Florida
$710K +$559K +450 +429%
SIG
132
Stonegate Investment Group
Alabama
$682K
RFA
133
Resurgent Financial Advisors
Georgia
$682K +$2.48K +2 +0.4%
NCM
134
Novare Capital Management
North Carolina
$671K +$650K +524 New
AAMC
135
Asset Allocation & Management Company
Illinois
$665K
CAM
136
Cresset Asset Management
Illinois
$639K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$638K -$2.48K -2 -0.4%
NW
138
NewEdge Wealth
Pennsylvania
$611K +$9.93K +8 +2%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$606K -$41K -33 -6%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$602K -$26.1K -21 -4%
IAS
141
Insigneo Advisory Services
Florida
$584K
RBFC
142
Roman Butler Fullerton & Co
Missouri
$571K
GGS
143
Galvin Gaustad & Stein
Arizona
$566K +$149K +120 +37%
EH
144
Equitable Holdings
New York
$561K -$69.5K -56 -11%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$552K
SG Americas Securities
146
SG Americas Securities
New York
$550K
PWSG
147
Pacific Wealth Strategies Group
California
$540K
SFS
148
Sowell Financial Services
Arkansas
$539K
WS
149
Wedbush Securities
California
$522K
CPIG
150
Chicago Partners Investment Group
Illinois
$502K +$2.48K +2 +0.5%