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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
Franklin Resources
1
Franklin Resources
California
$430M +$10.3B +8,261,874 +80,564%
VOYA Investment Management
2
VOYA Investment Management
Georgia
$378M
ACM
3
Advent Capital Management
New York
$223M +$4.55M +3,668 +2%
BlackRock
4
BlackRock
New York
$199M +$3.76M +3,029 +2%
CAM
5
Camden Asset Management
California
$164M +$10.7M +8,583 +7%
Victory Capital Management
6
Victory Capital Management
Texas
$91.1M -$984K -793 -1%
Ameriprise
7
Ameriprise
Minnesota
$61.9M +$6.23M +5,023 +12%
SA
8
Stonebridge Advisors
Connecticut
$60.9M +$583K +470 +1%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.5M +$683K +550 +1%
American Century Companies
10
American Century Companies
Missouri
$55.4M -$1.28M -1,033 -2%
State Street
11
State Street
Massachusetts
$54.3M +$1.86M +1,500 +4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$50.1M +$33.2M +26,765 +217%
Morgan Stanley
13
Morgan Stanley
New York
$48.3M +$714K +575 +2%
N
14
Nuveen
North Carolina
$44M -$102K -82 -0.2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$42.6M -$4.96M -4,000 -11%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$37.3M +$326K +263 +0.9%
Calamos Advisors
17
Calamos Advisors
Illinois
$35.9M -$184K -148 -0.5%
First Trust Advisors
18
First Trust Advisors
Illinois
$35.6M -$48.5M -39,100 -58%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$31.4M
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$30.5M
ACM
21
Advisors Capital Management
New Jersey
$29.9M +$1.33M +1,069 +5%
Wells Fargo
22
Wells Fargo
California
$29M -$318K -256 -1%
P8IP
23
Pier 88 Investment Partners
California
$27.4M -$161K -130 -0.6%
Invesco
24
Invesco
Georgia
$24.7M
SDJVC
25
St. Denis J. Villere & Co
Louisiana
$24.3M -$541K -436 -2%