We are live on ! Find out more
BAC.PRL icon

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 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% less funds holding

Funds holding: 259257 (-2)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less capital invested

Capital invested by funds: $2.77B → $2.28B (-$493M)

271.11% less ownership

Funds ownership: 482.4%211.29% (-271%)

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
19
Increased
74
Reduced
69
Closed
18
Calls
Puts
Net Calls
Net Calls Change
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 -$157K -125 -17%
VFA
128
Valeo Financial Advisors
Indiana
$739K
FFA
129
First Foundation Advisors
California
$722K
NA
130
NewEdge Advisors
Louisiana
$720K +$719K +571 +14,275%
TB
131
Terril Brothers
Missouri
$699K
PAG
132
Private Advisor Group
New Jersey
$695K
RFA
133
Resurgent Financial Advisors
Georgia
$659K -$8.81K -7 -1%
William Blair & Company
134
William Blair & Company
Illinois
$649K +$315K +250 +93%
AAMC
135
Asset Allocation & Management Company
Illinois
$648K
CAM
136
Cresset Asset Management
Illinois
$634K
NCM
137
Novare Capital Management
North Carolina
$631K -$25.2K -20 -4%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$624K
WC
139
Waterloo Capital
Texas
$620K -$106K -84 -15%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$612K +$7.55K +6 +1%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$598K +$203K +161 +51%
JIC
142
JRM Investment Counsel
Nebraska
$585K -$128K -102 -18%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$580K +$40.3K +32 +7%
IAS
144
Insigneo Advisory Services
Florida
$571K
RBFC
145
Roman Butler Fullerton & Co
Missouri
$567K
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$567K +$570K +453 New
GGS
147
Galvin Gaustad & Stein
Arizona
$553K
NW
148
NewEdge Wealth
Pennsylvania
$542K -$65.5K -52 -11%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$542K -$46.6K -37 -8%
SG Americas Securities
150
SG Americas Securities
New York
$538K