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Bank of America Series L
BAC.PRL

Overview Fund Activity

263 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 22 funds opening new positions, 56 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
56
Reduced
89
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Camden Asset Management
California
$145M
2
CL
CSS LLC
Illinois
$22.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$14.8M
4
ACM
Advisors Capital Management
New Jersey
$27M
5
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.71M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$81.2M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$35M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$29.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$21.5M
5
MSL
Mackay Shields LLC
New York
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$21.5M -$21.9M – –
SIM
27
SSI Investment Management
California
$19.4M -$461K -380 -2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$19.4M -$1.56M -1,286 -7%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$19.2M -$364K -300 -2%
EHC
30
Everett Harris & Co
California
$18.3M -$126K -104 -0.7%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$17.6M -$384K -316 -2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$15.9M +$786K +648 +5%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$14.8M +$12.2M +10,121 +455%
PM
34
Phraction Management
Connecticut
$12.5M -$1.07M -881 -8%
Franklin Resources
35
Franklin Resources
California
$12.4M – – –
NEAM
36
New England Asset Management
Connecticut
$11.4M – – –
AllianceBernstein
37
AllianceBernstein
Tennessee
$10.7M -$328K -270 -3%
LPL Financial
38
LPL Financial
California
$10.1M +$775K +639 +8%
RA
39
Rational Advisors
New York
$9.76M +$485K +400 +5%
RCM
40
RB Capital Management
Nevada
$8.25M +$154K +127 +2%
Raymond James Financial
41
Raymond James Financial
Florida
$8.18M +$49.7K +41 +0.6%
Citigroup
42
Citigroup
New York
$7.8M -$165K -136 -2%
UBS Group
43
UBS Group
Switzerland
$7.76M -$7.24M -5,971 -48%
CI
44
Conning Inc
Connecticut
$7.56M – – –
SWP
45
Stratos Wealth Partners
Ohio
$7.06M -$428K -353 -6%
XWM
46
Xcel Wealth Management
Florida
$6.34M +$3.73M +3,077 +143%
EP
47
EPIQ Partners
Minnesota
$6.19M +$422K +348 +7%
Stifel Financial
48
Stifel Financial
Missouri
$5.87M -$80.1K -66 -1%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$5.78M -$911K -751,000 -14%
HCM
50
Hudson Capital Management
New Jersey
$5.59M +$17K +14 +0.3%
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