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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 25 funds opening new positions, 55 increasing their positions, 90 reducing their positions, and 16 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: $ → $

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
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
Cerity Partners
201
Cerity Partners
New York
$225K
NCM
202
Northside Capital Management
Oregon
$224K
NAS
203
NWF Advisory Services
California
$223K
BTC
204
Bank & Trust Company
Illinois
$221K
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$218K
PWM
206
Perigon Wealth Management
California
$215K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$211K
RTC
208
Riverview Trust Company
Washington
$211K
OWP
209
Obermeyer Wealth Partners
Colorado
$209K
RBC
210
Romano Brothers & Co
Illinois
$206K
WLPWM
211
Walled Lake Planning & Wealth Management
Illinois
$206K
MMA
212
Miracle Mile Advisors
California
$205K
Corient Private Wealth
213
Corient Private Wealth
Florida
$203K
Millennium Management
214
Millennium Management
New York
$197K
HCM
215
Hollencrest Capital Management
California
$170K
AC
216
AlphaCore Capital
California
$160K
WSFS
217
Wilmington Savings Fund Society
Delaware
$141K
IA
218
IFP Advisors
Florida
$123K
PTC
219
Private Trust Company
Ohio
$119K
AF
220
Allworth Financial
California
$113K
MCM
221
MAI Capital Management
Ohio
$106K
BBHC
222
Brown Brothers Harriman & Co
New York
$103K
IAS
223
IMA Advisory Services
Colorado
$103K
RF
224
Rossby Financial
Florida
$91K
CA
225
CoreCap Advisors
Michigan
$91K