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Bank of America Series L

265 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, 55 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 260265 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less capital invested

Capital invested by funds: $2.3B → $2.25B (-$50.4M)

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
265
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
24
Increased
55
Reduced
90
Closed
17
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 +$217K +184 New
BTC
204
Bank & Trust Company
Illinois
$221K
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$218K +$212K +180 New
PWM
206
Perigon Wealth Management
California
$215K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$211K -$70.8K -60 -26%
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 +$199K +169 New
Corient Private Wealth
213
Corient Private Wealth
Florida
$203K -$96.7K -82 -44%
Millennium Management
214
Millennium Management
New York
$197K +$193M +164,000 New
HCM
215
Hollencrest Capital Management
California
$170K
AC
216
AlphaCore Capital
California
$160K -$42.5K -36 -21%
WSFS
217
Wilmington Savings Fund Society
Delaware
$141K
IA
218
IFP Advisors
Florida
$123K -$68.4K -58 -36%
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 -$10.6K -9 -11%
CA
225
CoreCap Advisors
Michigan
$91K +$2.36K +2 +3%