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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
OWP
201
Obermeyer Wealth Partners
Colorado
$220K
RBC
202
Romano Brothers & Co
Illinois
$218K
WLPWM
203
Walled Lake Planning & Wealth Management
Illinois
$218K
AC
204
AlphaCore Capital
California
$206K
IAMOG
205
Investors Asset Management of Georgia
Georgia
$205K
ATC
206
Argent Trust Co
Tennessee
$201K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$184K
HCM
208
Hollencrest Capital Management
California
$179K
IA
209
IFP Advisors
Florida
$129K
PTC
210
Private Trust Company
Ohio
$127K
FFA
211
Founders Financial Alliance
North Carolina
$121K
AF
212
Allworth Financial
California
$119K
RF
213
Rossby Financial
Florida
$112K
MCM
214
MAI Capital Management
Ohio
$111K
BBHC
215
Brown Brothers Harriman & Co
New York
$109K
CA
216
CoreCap Advisors
Michigan
$94.7K
WT
217
Whittier Trust
California
$87.1K
WSFS
218
Wilmington Savings Fund Society
Delaware
$84.5K
SPIA
219
Steward Partners Investment Advisory
New York
$76.8K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$73K
EWA
221
EverSource Wealth Advisors
Alabama
$64K
SA
222
SRH Advisors
Kansas
$64K
CT
223
Colonial Trust
South Carolina
$58.9K
NS
224
NBC Securities
Alabama
$58.8K
LCM
225
Logan Capital Management
Pennsylvania
$56.3K