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Bank of America Series L

260 hedge funds and large institutions have $2.3B invested in Bank of America Series L in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more capital invested

Capital invested by funds: $2.26B → $2.3B (+$41.8M)

1% more funds holding

Funds holding: 258260 (+2)

8.11% less ownership

Funds ownership: 248.94%240.83% (-8.1%)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

Holders
260
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
21
Increased
65
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
201
Walled Lake Planning & Wealth Management
Illinois
$210K
AC
202
AlphaCore Capital
California
$208K +$2.46K +2 +1%
V
203
ValueWorks
New York
$207K
BFG
204
Berger Financial Group
Minnesota
$202K -$18.4K -15 -8%
IA
205
IFP Advisors
Florida
$196K -$30.7K -25 -14%
GT
206
Glenmede Trust
Pennsylvania
$185K -$246K -200 -57%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$184K +$93.3K +76 +103%
HCM
208
Hollencrest Capital Management
California
$173K
WSFS
209
Wilmington Savings Fund Society
Delaware
$143K
PTC
210
Private Trust Company
Ohio
$121K +$7.37K +6 +7%
SPIA
211
Steward Partners Investment Advisory
New York
$120K +$13.5K +11 +13%
AF
212
Allworth Financial
California
$110K
MCM
213
MAI Capital Management
Ohio
$107K
BBHC
214
Brown Brothers Harriman & Co
New York
$105K -$24.6K -20 -19%
IAS
215
IMA Advisory Services
Colorado
$105K +$104K +85 New
EWA
216
EP Wealth Advisors
California
$104K -$36.8K -30 -26%
RF
217
Rossby Financial
Florida
$99.1K +$103K +84 New
WT
218
Whittier Trust
California
$98.8K
CA
219
CoreCap Advisors
Michigan
$90.1K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$90.1K +$3.68K +3 +4%
GWM
221
Geneos Wealth Management
Colorado
$85.2K +$56.5K +46 +200%
FFA
222
Farther Finance Advisors
California
$76.6K +$68.8K +56 +800%
UIA
223
Ulland Investment Advisors
Minnesota
$73K +$17.2K +14 +31%
PS
224
Principal Securities
Iowa
$64.6K
EWA
225
EverSource Wealth Advisors
Alabama
$61.7K -$996K -811 -94%