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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 %
1L
251
10Elms LLP
Oklahoma
$7.41K – – –
CFFP
252
Center for Financial Planning
Michigan
$6.17K – – –
NSIM
253
North Star Investment Management
Illinois
$4.94K – – –
NA
254
NewEdge Advisors
Louisiana
$4.94K – – –
CIAS
255
Capital Investment Advisory Services
North Carolina
$4.94K – – –
ACA
256
American Capital Advisory
Idaho
$3.7K – – –
WTC
257
WhitTier Trust Company
Nevada
$3.7K +$3.7K +3 New
BCWM
258
Bartlett & Co Wealth Management
Ohio
$2.47K – – –
BCMLT
259
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.47K – – –
CF
260
Conquis Financial
California
$1.24K – – –
TPCW
261
TD Private Client Wealth
New York
$1.24K – – –
SWM
262
Spire Wealth Management
Virginia
$1.24K +$1.24K +1 New
HF
263
HRT Financial
New York
– -$1.41M -1,156 Closed
FHB
264
First Hawaiian Bank
Hawaii
– -$828K -679 Closed
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
– -$303K -248 Closed
LFAS
266
Level Four Advisory Services
Texas
– -$210K -172 Closed
EFS
267
Essex Financial Services
Connecticut
– -$201K -165 Closed
FFA
268
Founders Financial Alliance
North Carolina
– -$113K -92 Closed
BTI
269
Blue Trust Inc
Georgia
– -$76.8K -63 Closed
LDB
270
Lee, Danner & Bass
Tennessee
– -$71.9K -59 Closed
VHAM
271
Van Hulzen Asset Management
California
– -$45.4K -37 Closed
Mirae Asset Global Investments
272
Mirae Asset Global Investments
South Korea
– -$27 -33 Closed
BFPW
273
BOK Financial Private Wealth
Colorado
– -$37.1K -30 Closed
VIA
274
Virtus Investment Advisers
Connecticut
– -$26.8K -22 Closed
AssetMark Inc
275
AssetMark Inc
California
– -$3.66K -3 Closed
8 9 10
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