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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
PWSG
151
Pacific Wealth Strategies Group
California
$515K +$17.7K +15 +4%
SFS
152
Sowell Financial Services
Arkansas
$511K
WS
153
Wedbush Securities
California
$495K +$15.3K +13 +3%
CAC
154
Certified Advisory Corp
Florida
$485K -$51.9K -44 -10%
CPIG
155
Chicago Partners Investment Group
Illinois
$482K -$48.4K -41 -9%
IWC
156
Integrated Wealth Concepts
Massachusetts
$473K
OC
157
Oppenheimer & Co
New York
$467K -$4.53M -3,841 -91%
USCWA
158
U.S. Capital Wealth Advisors
Texas
$467K
CF
159
Centaurus Financial
California
$439K +$104K +88 +32%
SWA
160
Sax Wealth Advisors
New Jersey
$437K
IRM
161
Income Research & Management
Massachusetts
$431K +$419K +355 New
TWM
162
TCFG Wealth Management
California
$431K -$124K -105 -23%
OA
163
Oxbow Advisors
Texas
$411K -$33K -28 -8%
SCM
164
SCS Capital Management
Massachusetts
$394K
GGS
165
Galvin Gaustad & Stein
Arizona
$391K -$5.9K -5 -2%
IC
166
IEQ Capital
California
$383K
KFS
167
Kaizen Financial Strategies
California
$377K +$29.5K +25 +9%
CWM
168
Calamos Wealth Management
Illinois
$372K -$84.9K -72 -19%
Creative Planning
169
Creative Planning
Kansas
$365K +$142K +120 +66%
ICM
170
Islay Capital Management
Texas
$364K
WW
171
Westshore Wealth
California
$364K
GCIA
172
Gabelli & Co Investment Advisers
New York
$364K +$29.5K +25 +9%
WAM
173
Warberg Asset Management
Illinois
$364K +$354K +300 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$363K
PI
175
PFG Investments
New York
$355K