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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
RIL
176
Rothschild Investment LLC
Illinois
$338K
GWMR
177
GC Wealth Management RIA
Massachusetts
$330K +$321K +272 New
OIA
178
OneDigital Investment Advisors
Kansas
$326K -$21.2K -18 -6%
William Blair & Company
179
William Blair & Company
Illinois
$325K
Comerica Bank
180
Comerica Bank
Texas
$323K -$35.4K -30 -10%
BC
181
Bowman & Company
Wisconsin
$315K +$2.36K +2 +0.8%
EAM
182
Evanson Asset Management
California
$304K
IA
183
IFG Advisory
Georgia
$291K +$4.72K +4 +2%
VCWA
184
Vanguard Capital Wealth Advisors
Colorado
$285K
GF
185
Gries Financial
Ohio
$275K
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K
Jones Financial Companies
187
Jones Financial Companies
Missouri
$269K +$87.3K +74 +49%
AAS
188
Ameritas Advisory Services
Nebraska
$267K -$395K -335 -60%
OAM
189
Oppenheimer Asset Management
New York
$267K -$1.18K -1 -0.5%
CGA
190
Crescent Grove Advisors
Illinois
$257K
PCM
191
Pennsylvania Capital Management
Pennsylvania
$257K
AMIM
192
Aull & Monroe Investment Management
Alabama
$255K
PFS
193
Prospera Financial Services
Texas
$250K +$31.9K +27 +15%
EM
194
Excalibur Management
Massachusetts
$246K
SWA
195
Stratos Wealth Advisors
Ohio
$245K +$5.9K +5 +3%
Cohen & Steers
196
Cohen & Steers
New York
$243K
SGK
197
Steigerwald Gordon & Koch
Virginia
$243K
RSS
198
Rosenblum Silverman Sutton
California
$238K +$231K +196 New
PHS
199
Pekin Hardy Strauss
Illinois
$234K
TWM
200
Topsail Wealth Management
North Carolina
$229K