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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 %
DWT
101
Dorsey & Whitney Trust
South Dakota
$1.25M 1,011 +1,011 New
DIA
102
Dana Investment Advisors
Wisconsin
$1.15M 932 – –
SAMC
103
Spectrum Asset Management (Connecticut)
Connecticut
$1.11M 897 – –
HighTower Advisors
104
HighTower Advisors
Illinois
$1.09M 880 +134 +18%
TS
105
Tamar Securities
California
$1.08M 878 -20 -2%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$1.08M 873 -155 -15%
SG
107
StoneX Group
New York
$1.07M 868 -99 -10%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$1.05M 853 +111 +15%
PIM
109
Penobscot Investment Management
Massachusetts
$1.04M 839 – –
UB
110
UMB Bank
Missouri
$985K 798 – –
1WA
111
180 Wealth Advisors
Washington
$978K 792 +595 +302%
MIA
112
MeadowBrook Investment Advisors
Michigan
$974K 789 -7 -0.9%
US Bancorp
113
US Bancorp
Minnesota
$953K 772 -169 -18%
WC
114
Waterloo Capital
Texas
$930K 753 +306 +68%
P
115
&Partners
Tennessee
$924K 755 -33 -4%
WB
116
Webster Bank
Connecticut
$923K 748 – –
DADC
117
D.A. Davidson & Co
Montana
$909K 736 -76 -9%
CPBTD
118
Central Pacific Bank - Trust Division
Hawaii
$896K 726 -57 -7%
WIA
119
Wetzel Investment Advisors
Indiana
$864K 700 – –
CMS
120
Capital Market Strategies
Florida
$846K 685 – –
SFA
121
Sequoia Financial Advisors
Ohio
$821K 665 – –
VFA
122
Valeo Financial Advisors
Indiana
$821K 92,970 -130 -0.1%
BAM
123
BOS Asset Management
Illinois
$781K 633 – –
PWP
124
Principle Wealth Partners
Connecticut
$768K 622 +9 +1%
CB
125
Cadence Bank
Mississippi
$726K 588 – –
3 4
5
6 7