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Bank of America Series L

258 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
EAM
176
Evanson Asset Management
California
$321K
IA
177
IFG Advisory
Georgia
$307K
VCWA
178
Vanguard Capital Wealth Advisors
Colorado
$301K
GF
179
Gries Financial
Ohio
$291K
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K
OAM
181
Oppenheimer Asset Management
New York
$280K
PCM
182
Pennsylvania Capital Management
Pennsylvania
$271K
CGA
183
Crescent Grove Advisors
Illinois
$271K
AMIM
184
Aull & Monroe Investment Management
Alabama
$269K
PFS
185
Prospera Financial Services
Texas
$261K
EM
186
Excalibur Management
Massachusetts
$260K
SWA
187
Stratos Wealth Advisors
Ohio
$260K
SGK
188
Steigerwald Gordon & Koch
Virginia
$256K
Cohen & Steers
189
Cohen & Steers
New York
$256K
BL
190
Balentine LLC
Georgia
$256K
RSS
191
Rosenblum Silverman Sutton
California
$251K
AAS
192
Ameritas Advisory Services
Nebraska
$243K
TWM
193
Topsail Wealth Management
North Carolina
$242K
Cerity Partners
194
Cerity Partners
New York
$237K
NCM
195
Northside Capital Management
Oregon
$237K
BTC
196
Bank & Trust Company
Illinois
$233K
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$230K
PHS
198
Pekin Hardy Strauss
Illinois
$228K
PWM
199
Perigon Wealth Management
California
$227K
RTC
200
Riverview Trust Company
Washington
$223K