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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
SFS
151
Sowell Financial Services
Arkansas
$511K
WS
152
Wedbush Securities
California
$495K
CAC
153
Certified Advisory Corp
Florida
$485K
CPIG
154
Chicago Partners Investment Group
Illinois
$482K
IWC
155
Integrated Wealth Concepts
Massachusetts
$473K
OC
156
Oppenheimer & Co
New York
$467K
USCWA
157
U.S. Capital Wealth Advisors
Texas
$467K
CF
158
Centaurus Financial
California
$439K
SWA
159
Sax Wealth Advisors
New Jersey
$437K
IRM
160
Income Research & Management
Massachusetts
$431K
TWM
161
TCFG Wealth Management
California
$431K
OA
162
Oxbow Advisors
Texas
$411K
SCM
163
SCS Capital Management
Massachusetts
$394K
GGS
164
Galvin Gaustad & Stein
Arizona
$391K
IC
165
IEQ Capital
California
$383K
KFS
166
Kaizen Financial Strategies
California
$377K
CWM
167
Calamos Wealth Management
Illinois
$372K
Creative Planning
168
Creative Planning
Kansas
$365K
WW
169
Westshore Wealth
California
$364K
ICM
170
Islay Capital Management
Texas
$364K
GCIA
171
Gabelli & Co Investment Advisers
New York
$364K
WAM
172
Warberg Asset Management
Illinois
$364K
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$363K
PI
174
PFG Investments
New York
$355K
RIL
175
Rothschild Investment LLC
Illinois
$338K