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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
VOYA Investment Management
1
VOYA Investment Management
Georgia
$362M -$6.14M -5,000 -2%
ACM
2
Advent Capital Management
New York
$215M -$1.27M -1,031 -0.6%
BlackRock
3
BlackRock
New York
$189M -$2.85M -2,325 -1%
First Trust Advisors
4
First Trust Advisors
Illinois
$126M +$2.46M +2,000 +2%
CAM
5
Camden Asset Management
California
$94M +$9.65M +7,860 +12%
Victory Capital Management
6
Victory Capital Management
Texas
$91.8M +$2.02M +1,649 +2%
Mirae Asset Global ETFs Holdings
7
Mirae Asset Global ETFs Holdings
Hong Kong
$71.2M -$300K -244 -0.4%
SA
8
Stonebridge Advisors
Connecticut
$59.6M -$72.4K -59 -0.1%
State Street
9
State Street
Massachusetts
$57.1M -$4.05M -3,300 -7%
American Century Companies
10
American Century Companies
Missouri
$54.3M +$300K +244 +0.6%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53M +$295K +240 +0.6%
Ameriprise
12
Ameriprise
Minnesota
$49.8M +$2.46M +2,001 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$47.2M -$1.35M -1,100 -3%
Morgan Stanley
14
Morgan Stanley
New York
$44.9M +$640K +521 +1%
N
15
Nuveen
North Carolina
$42.6M -$67.5K -55 -0.2%
MSL
16
Mackay Shields LLC
New York
$37.1M -$16K -13 -0%
Calamos Advisors
17
Calamos Advisors
Illinois
$34.9M -$18.4K -15 -0.1%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$30.9M -$28.6M -23,287 Closed
First Eagle Investment Management
19
First Eagle Investment Management
New York
$30.3M
Wells Fargo
20
Wells Fargo
California
$28M +$1.58M +1,286 +6%
P8IP
21
Pier 88 Investment Partners
California
$26.1M +$491K +400 +2%
SDJVC
22
St. Denis J. Villere & Co
Louisiana
$24.5M -$413K -336 -2%
Invesco
23
Invesco
Georgia
$22M
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$21.9M
JP Morgan Chase
25
JP Morgan Chase
New York
$21.3M -$1.95M -1,587 -8%