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Bank of America Series L

259 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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

263.77% more ownership

Funds ownership: 218.63%482.4% (+264%)

23% more capital invested

Capital invested by funds: $2.25B → $2.77B (+$520M)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

2% less funds holding

Funds holding: 265259 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
259
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
17
Increased
63
Reduced
68
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
201
Riverview Trust Company
Washington
$223K
OWP
202
Obermeyer Wealth Partners
Colorado
$220K
RBC
203
Romano Brothers & Co
Illinois
$218K
WLPWM
204
Walled Lake Planning & Wealth Management
Illinois
$218K
AC
205
AlphaCore Capital
California
$206K +$36K +29 +22%
IAMOG
206
Investors Asset Management of Georgia
Georgia
$205K +$199K +160 New
ATC
207
Argent Trust Co
Tennessee
$201K +$195K +157 New
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$184K -$192K -155 -52%
HCM
209
Hollencrest Capital Management
California
$179K
IA
210
IFP Advisors
Florida
$129K
PTC
211
Private Trust Company
Ohio
$127K +$1.24K +1 +1%
FFA
212
Founders Financial Alliance
North Carolina
$121K +$118K +95 New
AF
213
Allworth Financial
California
$119K
RF
214
Rossby Financial
Florida
$112K +$16.1K +13 +17%
MCM
215
MAI Capital Management
Ohio
$111K
BBHC
216
Brown Brothers Harriman & Co
New York
$109K
CA
217
CoreCap Advisors
Michigan
$94.7K -$1.24K -1 -1%
WT
218
Whittier Trust
California
$87.1K +$48.4K +39 +130%
WSFS
219
Wilmington Savings Fund Society
Delaware
$84.5K -$62.1K -50 -43%
SPIA
220
Steward Partners Investment Advisory
New York
$76.8K -$11.2K -9 -13%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$73K -$18.6K -15 -21%
EWA
222
EverSource Wealth Advisors
Alabama
$64K
SA
223
SRH Advisors
Kansas
$64K
CT
224
Colonial Trust
South Carolina
$58.9K
NS
225
NBC Securities
Alabama
$58.8K