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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 %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$5.57M -$6.07M – –
Lazard Asset Management
52
Lazard Asset Management
New York
$5.46M – – –
PCM
53
Palisade Capital Management
New Jersey
$5.24M -$250K -209 -5%
Bank of America
54
Bank of America
North Carolina
$5.16M – – –
Universal-Beteiligungs- und Servicegesellschaft
55
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.71M +$4.71M +3,886 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$4.64M +$360K +297 +8%
KAS
57
Kestra Advisory Services
Texas
$4.46M +$135K +111 +3%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$4.36M +$4.36M +3,597 New
PWS
59
Peloton Wealth Strategists
Indiana
$4.09M +$36.4K +30 +0.9%
LTI
60
Laffer Tengler Investments
Tennessee
$3.92M -$104K -87 -3%
WAM
61
Wolverine Asset Management
Illinois
$3.91M – – –
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$3.83M -$158K -130 -4%
LSPW
63
Lake Street Private Wealth
Illinois
$3.6M -$103K -85 -3%
WPP
64
Whalerock Point Partners
Rhode Island
$3.54M -$42.5K -35 -1%
SSWG
65
Seven Springs Wealth Group
Tennessee
$3.41M +$400K +330 +13%
MA
66
Montag & Associates
Georgia
$3.35M -$84.9K -70 -2%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$3.04M -$158K -130 -5%
AM
68
AGF Management
Ontario, Canada
$3.03M -$1.21M -1,000 -29%
AUIM
69
Aegon USA Investment Management
Iowa
$3.01M – – –
MTIM
70
Marathon Trading Investment Management
Pennsylvania
$2.99M – – –
KIA
71
KCM Investment Advisors
California
$2.95M +$81.3K +67 +3%
Mariner
72
Mariner
Kansas
$2.86M -$13.3K -11 -0.5%
FCMC
73
Founders Capital Management (Connecticut)
Connecticut
$2.78M -$77.6K -64 -3%
LA
74
LexAurum Advisors
Kansas
$2.74M -$15.8K -13 -0.6%
ALC
75
Alexander Labrunerie & Co
Missouri
$2.67M -$55.8K -46 -2%
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