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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
GWMR
176
GC Wealth Management RIA
Massachusetts
$330K
OIA
177
OneDigital Investment Advisors
Kansas
$326K
William Blair & Company
178
William Blair & Company
Illinois
$325K
Comerica Bank
179
Comerica Bank
Texas
$323K
BC
180
Bowman & Company
Wisconsin
$315K
EAM
181
Evanson Asset Management
California
$304K
IA
182
IFG Advisory
Georgia
$291K
VCWA
183
Vanguard Capital Wealth Advisors
Colorado
$285K
GF
184
Gries Financial
Ohio
$275K
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K
Jones Financial Companies
186
Jones Financial Companies
Missouri
$269K
AAS
187
Ameritas Advisory Services
Nebraska
$267K
OAM
188
Oppenheimer Asset Management
New York
$267K
PCM
189
Pennsylvania Capital Management
Pennsylvania
$257K
CGA
190
Crescent Grove Advisors
Illinois
$257K
AMIM
191
Aull & Monroe Investment Management
Alabama
$255K
PFS
192
Prospera Financial Services
Texas
$250K
EM
193
Excalibur Management
Massachusetts
$246K
SWA
194
Stratos Wealth Advisors
Ohio
$245K
Cohen & Steers
195
Cohen & Steers
New York
$243K
SGK
196
Steigerwald Gordon & Koch
Virginia
$243K
RSS
197
Rosenblum Silverman Sutton
California
$238K
PHS
198
Pekin Hardy Strauss
Illinois
$234K
TWM
199
Topsail Wealth Management
North Carolina
$229K
Cerity Partners
200
Cerity Partners
New York
$225K