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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.

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

Top Sellers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$2.7M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$30.9M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$21.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.74M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$5.25M 4,251 +238 +6%
OC
52
Oppenheimer & Co
New York
$5.22M 4,226 -344 -8%
KAS
53
Kestra Advisory Services
Texas
$4.4M 3,563 -28 -0.8%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.36M 3,529 +736 +26%
AM
55
AGF Management
Ontario, Canada
$4.32M 3,500 – –
LTI
56
Laffer Tengler Investments
Tennessee
$4.14M 3,369 +9 +0.3%
PWS
57
Peloton Wealth Strategists
Indiana
$4.13M 3,343 -54 -2%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.06M 3,287 +59 +2%
WAM
59
Wolverine Asset Management
Illinois
$3.98M 3,225 – –
LSPW
60
Lake Street Private Wealth
Illinois
$3.77M 3,055 +35 +1%
JIC
61
JRM Investment Counsel
Nebraska
$3.67M 2,976 -2,372 -44%
WPP
62
Whalerock Point Partners
Rhode Island
$3.64M 2,950 +80 +3%
MA
63
Montag & Associates
Georgia
$3.49M 2,829 -176 -6%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$3.26M 2,638 -141 -5%
SSWG
65
Seven Springs Wealth Group
Tennessee
$3.06M 2,478 -250 -9%
AUIM
66
Aegon USA Investment Management
Iowa
$3.06M 2,488 -55 -2%
MTIM
67
Marathon Trading Investment Management
Pennsylvania
$3.04M 2,464 – –
Mariner
68
Mariner
Kansas
$2.93M 2,372 -94 -4%
KIA
69
KCM Investment Advisors
California
$2.92M 2,362 +101 +4%
FCMC
70
Founders Capital Management (Connecticut)
Connecticut
$2.91M 2,357 -17 -0.7%
Goldman Sachs
71
Goldman Sachs
New York
$2.83M 2,295 +75 +3%
LA
72
LexAurum Advisors
Kansas
$2.8M 2,271 +20 +0.9%
ALC
73
Alexander Labrunerie & Co
Missouri
$2.77M 2,247 -10 -0.4%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$2.74M 2,222 -5,569 -71%
UIC
75
Uniplan Investment Counsel
Wisconsin
$2.7M 2,189 -32,117 -94%
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3
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