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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
SFS
151
Sowell Financial Services
Arkansas
$527K
WS
152
Wedbush Securities
California
$501K -$10.1K -8 -2%
CPIG
153
Chicago Partners Investment Group
Illinois
$498K +$2.52K +2 +0.5%
MCM
154
Marathon Capital Management
Maryland
$488K -$954K -758 -66%
USCWA
155
U.S. Capital Wealth Advisors
Texas
$482K
CAC
156
Certified Advisory Corp
Florida
$470K
PWSG
157
Pacific Wealth Strategies Group
California
$464K -$64.2K -51 -12%
IWC
158
Integrated Wealth Concepts
Massachusetts
$457K
CF
159
Centaurus Financial
California
$456K +$1.26K +1 +0.3%
DWP
160
Daymark Wealth Partners
Ohio
$452K +$44.1K +35 +11%
IRM
161
Income Research & Management
Massachusetts
$444K
SCM
162
SCS Capital Management
Massachusetts
$435K +$22.7K +18 +6%
TWM
163
TCFG Wealth Management
California
$426K
SWA
164
Sax Wealth Advisors
New Jersey
$413K -$12.6K -10 -3%
OA
165
Oxbow Advisors
Texas
$412K -$13.9K -11 -3%
GCIA
166
Gabelli & Co Investment Advisers
New York
$407K +$31.5K +25 +8%
KFS
167
Kaizen Financial Strategies
California
$401K
IC
168
IEQ Capital
California
$396K
CWM
169
Calamos Wealth Management
Illinois
$393K +$2.52K +2 +0.6%
PI
170
PFG Investments
New York
$391K
RMDI
171
R.M. Davis Inc
Maine
$388K
ICM
172
Islay Capital Management
Texas
$376K
WW
173
Westshore Wealth
California
$359K +$361K +287 New
RIL
174
Rothschild Investment LLC
Illinois
$349K
WT
175
Whittier Trust
California
$345K +$258K +205 +297%