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Bank of America Series L

257 hedge funds and large institutions have $2.28B invested in Bank of America Series L in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% less funds holding

Funds holding: 259257 (-2)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less capital invested

Capital invested by funds: $2.77B → $2.28B (-$493M)

271.11% less ownership

Funds ownership: 482.4%211.29% (-271%)

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
19
Increased
74
Reduced
69
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Argent Trust Co
Tennessee
$228K +$31.5K +25 +16%
PWM
202
Perigon Wealth Management
California
$222K
RTC
203
Riverview Trust Company
Washington
$218K
OWP
204
Obermeyer Wealth Partners
Colorado
$215K
RBC
205
Romano Brothers & Co
Illinois
$213K
WLPWM
206
Walled Lake Planning & Wealth Management
Illinois
$213K
AC
207
AlphaCore Capital
California
$207K +$5.04K +4 +2%
Jane Street
208
Jane Street
New York
$205K +$207K +164 New
IAMOG
209
Investors Asset Management of Georgia
Georgia
$200K
HCM
210
Hollencrest Capital Management
California
$175K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$174K -$6.3K -5 -3%
IA
212
IFP Advisors
Florida
$155K +$29K +23 +23%
WSFS
213
Wilmington Savings Fund Society
Delaware
$145K +$63K +50 +76%
AWM
214
Angeles Wealth Management
California
$127K +$126K +100 New
PTC
215
Private Trust Company
Ohio
$124K
AF
216
Allworth Financial
California
$116K
MCM
217
MAI Capital Management
Ohio
$115K +$6.3K +5 +6%
CA
218
CoreCap Advisors
Michigan
$108K +$15.1K +12 +16%
BBHC
219
Brown Brothers Harriman & Co
New York
$106K
SPIA
220
Steward Partners Investment Advisory
New York
$75.1K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$71.4K
PA
222
Parallel Advisors
California
$66.4K +$12.6K +10 +23%
EWA
223
EverSource Wealth Advisors
Alabama
$62.6K
SA
224
SRH Advisors
Kansas
$62.6K
HNB
225
Huntington National Bank
Ohio
$61.1K +$23.9K +19 +63%