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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
OC
151
Oppenheimer & Co
New York
$493K
USCWA
152
U.S. Capital Wealth Advisors
Texas
$493K
CAC
153
Certified Advisory Corp
Florida
$480K -$31K -25 -6%
IWC
154
Integrated Wealth Concepts
Massachusetts
$467K -$31K -25 -6%
CF
155
Centaurus Financial
California
$465K +$1.24K +1 +0.3%
IRM
156
Income Research & Management
Massachusetts
$455K
SWA
157
Sax Wealth Advisors
New Jersey
$435K -$24.8K -20 -6%
TWM
158
TCFG Wealth Management
California
$435K -$18.6K -15 -4%
OA
159
Oxbow Advisors
Texas
$435K +$1.24K +1 +0.3%
DWP
160
Daymark Wealth Partners
Ohio
$417K +$405K +326 New
SCM
161
SCS Capital Management
Massachusetts
$416K
Creative Planning
162
Creative Planning
Kansas
$410K +$23.6K +19 +6%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$407K +$115K +93 +42%
IC
164
IEQ Capital
California
$404K
KFS
165
Kaizen Financial Strategies
California
$402K +$11.2K +9 +3%
CWM
166
Calamos Wealth Management
Illinois
$399K +$6.21K +5 +2%
PI
167
PFG Investments
New York
$399K +$23.6K +19 +6%
RMDI
168
R.M. Davis Inc
Maine
$397K +$385K +310 New
GCIA
169
Gabelli & Co Investment Advisers
New York
$384K
ICM
170
Islay Capital Management
Texas
$384K
RIL
171
Rothschild Investment LLC
Illinois
$357K
OIA
172
OneDigital Investment Advisors
Kansas
$344K
William Blair & Company
173
William Blair & Company
Illinois
$343K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$343K +$117K +94 +54%
Comerica Bank
175
Comerica Bank
Texas
$342K +$1.24K +1 +0.4%