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Bank of America Series L
BAC.PRL

Overview Fund Activity

264 hedge funds and large institutions have $2.25B invested in Bank of America Series L in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
3.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
56
Reduced
89
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Camden Asset Management
California
+$52.8M
2
CL
CSS LLC
Illinois
+$22.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.2M
4
ACM
Advisors Capital Management
New Jersey
+$8.26M
5
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
+$4.71M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$42.5M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
-$35M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$30.9M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$21.9M
5
MSL
Mackay Shields LLC
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
CNB Bank
Pennsylvania
$14.6K – – –
MYIA
252
Mount Yale Investment Advisors
Colorado
$9.7K +$9.7K +8 New
1L
253
10Elms LLP
Oklahoma
$7.28K – – –
FM
254
Family Management
New York
$7.28K +$7.28K +6 New
PS
255
Principal Securities
Iowa
$6.07K -$58.2K -48 -91%
CFFP
256
Center for Financial Planning
Michigan
$6.07K – – –
NA
257
NewEdge Advisors
Louisiana
$4.85K – – –
NSIM
258
North Star Investment Management
Illinois
$4.85K – – –
CIAS
259
Capital Investment Advisory Services
North Carolina
$4.85K – – –
CFG
260
Chapman Financial Group
Hawaii
$4.85K +$4.85K +4 New
FFA
261
Farther Finance Advisors
California
$3.64K -$72.8K -60 -95%
ACA
262
American Capital Advisory
Idaho
$3.64K – – –
WTC
263
WhitTier Trust Company
Nevada
$3.64K – – –
BCWM
264
Bartlett & Co Wealth Management
Ohio
$2.43K – – –
BCMLT
265
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43K – – –
TPCW
266
TD Private Client Wealth
New York
$2.43K +$1.21K +1 +100%
CF
267
Conquis Financial
California
$1.21K – – –
SWM
268
Spire Wealth Management
Virginia
$1.21K – – –
GRP
269
Global Retirement Partners
California
$1.21K +$1.21K +1 New
MFA
270
McClarren Financial Advisors
Pennsylvania
– -$12K -1,234 Closed
IC
271
Inscription Capital
Texas
– -$532K -446 Closed
NPF
272
Norris Perne & French
Michigan
– -$362K -293 Closed
ISWM
273
Independent Solutions Wealth Management
New York
– -$333K -270 Closed
Lido Advisors
274
Lido Advisors
California
– -$231K -187 Closed
AWS
275
Atria Wealth Solutions
New York
– -$220K -178 Closed
8 9 10
11
12