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Bank of America Series L
BAC.PRL

Overview Fund Activity

258 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 20 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
20
Increased
65
Reduced
80
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Camden Asset Management
California
$94M
2
UBS Group
UBS Group
Switzerland
$15.3M
3
ACM
Advisors Capital Management
New Jersey
$19.1M
4
Franklin Resources
Franklin Resources
California
$12.7M
5
Ameriprise
Ameriprise
Minnesota
$49.8M

Top Sellers

1
UIC
Uniplan Investment Counsel
Wisconsin
$2.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$21.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.74M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
226
SRH Advisors
Kansas
$61.7K – – –
NS
227
NBC Securities
Alabama
$60K +$60K +49 New
CT
228
Colonial Trust
South Carolina
$56.8K – – –
LWANC
229
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.6K – – –
LCM
230
Logan Capital Management
Pennsylvania
$54.4K – – –
PA
231
Parallel Advisors
California
$53.1K – – –
PWAM
232
Private Wealth Asset Management
Iowa
$51.9K +$51.9K +42 New
TCOV
233
Trust Company of Vermont
Vermont
$49.5K – – –
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$48.1K – – –
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$47.8K – – –
DWM
236
Darwin Wealth Management
Florida
$47.6K – – –
CTA
237
Colonial Trust Advisors
South Carolina
$42K – – –
CBT
238
Crews Bank & Trust
Florida
$30.9K – – –
HNB
239
Huntington National Bank
Ohio
$30.9K – – –
HIMS
240
Hager Investment Management Services
New Hampshire
$30.9K – – –
GBT
241
Grove Bank & Trust
Florida
$30.9K – – –
HWA
242
HHM Wealth Advisors
Tennessee
$24.7K – – –
CCM
243
Coldstream Capital Management
Washington
$24.7K +$24.7K +20 New
PIA
244
Powell Investment Advisors
Florida
$24.7K – – –
GA
245
GoalVest Advisory
New York
$23.5K – – –
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
CCC
247
Chelsea Counsel Company
California
$18.5K – – –
CB
248
CNB Bank
Pennsylvania
$14.8K – – –
SC
249
SouthState Corp
Florida
$12.3K +$12.3K +10 New
MFA
250
McClarren Financial Advisors
Pennsylvania
$12K +$12K +1,234 New
8 9
10
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