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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
OIA
176
OneDigital Investment Advisors
Kansas
$337K
BC
177
Bowman & Company
Wisconsin
$332K -$330K -262 Closed
SA
178
SJBenen ADVISORY
North Carolina
$331K +$332K +264 New
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$324K -$11.3K -9 -3%
EAM
180
Evanson Asset Management
California
$314K
IA
181
IFG Advisory
Georgia
$300K
VCWA
182
Vanguard Capital Wealth Advisors
Colorado
$288K -$6.3K -5 -2%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$280K
Creative Planning
184
Creative Planning
Kansas
$278K -$123K -98 -31%
Comerica Bank
185
Comerica Bank
Texas
$274K -$60.4K -48 -18%
CGA
186
Crescent Grove Advisors
Illinois
$269K
SWA
187
Stratos Wealth Advisors
Ohio
$268K +$13.9K +11 +5%
FPI
188
Financial Plan Inc
Washington
$267K +$268K +213 New
PCM
189
Pennsylvania Capital Management
Pennsylvania
$265K
AMIM
190
Aull & Monroe Investment Management
Alabama
$263K
PFS
191
Prospera Financial Services
Texas
$255K
BL
192
Balentine LLC
Georgia
$250K
SGK
193
Steigerwald Gordon & Koch
Virginia
$250K
Cohen & Steers
194
Cohen & Steers
New York
$250K
RSS
195
Rosenblum Silverman Sutton
California
$245K
EM
196
Excalibur Management
Massachusetts
$242K -$12.6K -10 -5%
TWM
197
Topsail Wealth Management
North Carolina
$237K
Cerity Partners
198
Cerity Partners
New York
$232K +$1.26K +1 +0.5%
NCM
199
Northside Capital Management
Oregon
$232K
BTC
200
Bank & Trust Company
Illinois
$228K