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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 %
XWM
76
Xcel Wealth Management
Florida
$2.65M 2,148 +11 +0.5%
Macquarie Group
77
Macquarie Group
Australia
– – – –
PWP
78
Private Wealth Partners
California
$2.4M 1,942 +1,942 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.37M 1,920 -1,799 -48%
IA
80
Icon Advisers
Colorado
$2.22M 1,799 -1,131 -39%
SL
81
Summitry LLC
California
$2.1M 1,702 -36 -2%
AF
82
Apollon Financial
South Carolina
$2M 1,622 – –
SCA
83
Snowden Capital Advisors
New York
$1.99M 1,615 +41 +3%
EIA
84
Edgemoor Investment Advisors
Maryland
$1.97M 1,599 -14 -0.9%
CPW
85
Cove Private Wealth
New York
$1.91M 1,550 – –
Truist Financial
86
Truist Financial
North Carolina
$1.88M 1,525 +269 +21%
SEI Investments
87
SEI Investments
Pennsylvania
$1.72M 1,391 +28 +2%
MFG
88
Magnus Financial Group
New York
$1.68M 1,361 +148 +12%
UBP
89
Union Bancaire Privee
Switzerland
$1.67M 1,480 +1,480 New
CRC
90
Curi RMB Capital
Illinois
$1.63M 1,318 – –
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.61M 1,306 +97 +8%
JSL
92
JT Stratford LLC
Georgia
$1.57M 1,268 +403 +47%
SC
93
Scotia Capital
Ontario, Canada
$1.51M 1,221 -268 -18%
MCM
94
Marathon Capital Management
Maryland
$1.44M 1,163 -30 -3%
Osaic Holdings
95
Osaic Holdings
Arizona
$1.37M 1,109 +39 +4%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$1.34M 1,096 -245 -18%
SCM
97
Schnieders Capital Management
California
$1.31M 1,064 -50 -4%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$1.28M 1,038 +518 +100%
CFS
99
Coordinated Financial Services
Colorado
$1.28M 1,036 +63 +6%
PH
100
Pinnacle Holdings
Oklahoma
$1.26M 1,022 -9 -0.9%
2 3
4
5 6